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Equisoft/analyze
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Equisoft/analyze
By Equisoft Inc.
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4.8 out of 5 stars
See all 7 Equisoft/analyze reviews
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Equisoft/analyze Reviews & Product Details

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JC
Adjointe à la direction - Coordonnatrice de l'administration
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What do you like best about Equisoft/analyze?

The ease of using the software and entering data step by step. Review collected by and hosted on G2.com.

What do you dislike about Equisoft/analyze?

The only negative point I noticed is when we want to submit documents, we can only do it one document at a time, which makes us lose a bit of time! Review collected by and hosted on G2.com.

What problems is Equisoft/analyze solving and how is that benefiting you?

There have been some software bugs, nothing serious that I can remember, but each time, a representative is there to respond to me! Most of my communications are for adding users and it is always very fast! Review collected by and hosted on G2.com.

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Equisoft/analyze Overview

Editedit
What is Equisoft/analyze?

Equisoft/analyze for advisors is a comprehensive asset allocation and wealth analysis tool.

Equisoft/analyze Details
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Equisoft/analyze Community
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Product Description

Equisoft/analyze for advisors is a comprehensive asset allocation and wealth analysis tool.

Seller Details
Seller
Equisoft Inc.
Year Founded
1994
HQ Location
Montréal, CA
Twitter
@Equisoft
413 Twitter followers
LinkedIn® Page
www.linkedin.com
881 employees on LinkedIn®
Description

Equisoft is a business-first technology company dedicated to helping insurance and wealth management organizations reach their goals. Founded in 1994 and privately held, we're on a mission to advance what digital can do for business solutions and processes to enable growth for our clients, partners, our employees and their communities.

VK
Overview Provided by:
Vikas Kalra

Recent Equisoft/analyze Reviews

SB
Sylvain B.Small-Business (50 or fewer emp.)
4.5 out of 5
"The contribution of a professional dimension"
Relatively easy to use once set up, analyze for advisors brings a professional dimension to the establishment of investor profiles and the allocati...
Read more
DC
Daniel C.Small-Business (50 or fewer emp.)
5.0 out of 5
"Equisoft: The future of Insurance CRMs"
The organization is very tidy and most importanlty the connectivity between insurance AGMs and the CRM works wonders!
Read more
YL
Yves L.Small-Business (50 or fewer emp.)
5.0 out of 5
"Excellent software and service"
This software is very comprehensive and easy to use. Easy to understand, it calculates everything for us and allows us to forget nothing. Customer ...
Read more
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Equisoft/analyze Media

Equisoft/analyze Demo - Guided Investment Portfolio Recommendations
Our proprietary 4 step process aligns recommendations with investor’s risk profiles.
Equisoft/analyze Demo - Perform Investment & Portfolio Analytics on Recommendations
Address suitability & know-your-product guidelines with over 20 different institutional-grade analytic metrics. Analytics are based on information from reliable third-party data providers (and even your own custom data feed) and can include mutual funds, ETFs, SMAs, stocks, segregated funds a...
Equisoft/analyze Demo - Empower Recommendations With Flexible “Hypotheticals”
Analysis variables include timeframe, account inflows/outflows, distributions reinvestment, rebalancing thresholds and account tax status.
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Have you used Equisoft/analyze before?
Yes

6 out of 7 Total Reviews for Equisoft/analyze

4.8 out of 5
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6 out of 7 Total Reviews for Equisoft/analyze
4.8 out of 5
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6 out of 7 Total Reviews for Equisoft/analyze
4.8 out of 5
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DC
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: Organic
What do you like best about Equisoft/analyze?

The organization is very tidy and most importanlty the connectivity between insurance AGMs and the CRM works wonders! Review collected by and hosted on G2.com.

What do you dislike about Equisoft/analyze?

There are plently of tools, although it could be difficult to use them all to their full extent without training from Equisoft. Review collected by and hosted on G2.com.

What problems is Equisoft/analyze solving and how is that benefiting you?

Organization, there are plenty of tools on the market but none of them have as many built into one as Equisoft. Review collected by and hosted on G2.com.

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SB
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: Organic
Translated Using AI
What do you like best about Equisoft/analyze?

Relatively easy to use once set up, analyze for advisors brings a professional dimension to the establishment of investor profiles and the allocation of suggested portfolios. Review collected by and hosted on G2.com.

What do you dislike about Equisoft/analyze?

The distinct funds are not all represented. Review collected by and hosted on G2.com.

What problems is Equisoft/analyze solving and how is that benefiting you?

By working with this product, I am able to demonstrate to clients that the solution I propose is valid for them. Review collected by and hosted on G2.com.

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YL
Adjointe administrative
Small-Business(50 or fewer emp.)
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Review source: Organic
Translated Using AI
(Original )Information
What do you like best about Equisoft/analyze?

This software is very comprehensive and easy to use. Easy to understand, it calculates everything for us and allows us to forget nothing. Customer service is excellent if we ever have a question or a problem. Review collected by and hosted on G2.com.

What do you dislike about Equisoft/analyze?

As the software is constantly improving and updating, I have no negative comments. Review collected by and hosted on G2.com.

What problems is Equisoft/analyze solving and how is that benefiting you?

We can do a complete ABF in a simple and quick way. Review collected by and hosted on G2.com.

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ME
Représentante en épargne collective
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Validated Reviewer
Review source: Organic
Translated Using AI
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about Equisoft/analyze?

The ease, the operation, and the service Review collected by and hosted on G2.com.

What do you dislike about Equisoft/analyze?

For my part, it's impossible to use it to its maximum, but all the features are great. Review collected by and hosted on G2.com.

What problems is Equisoft/analyze solving and how is that benefiting you?

No matter our question or request, they are always there to help us. Review collected by and hosted on G2.com.

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LS
Assistante
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: Organic
Translated Using AI
What do you like best about Equisoft/analyze?

Simple for research because everything is in the same place. Review collected by and hosted on G2.com.

What do you dislike about Equisoft/analyze?

For the moment, no negative points to report. Review collected by and hosted on G2.com.

Recommendations to others considering Equisoft/analyze:

Good work tool Review collected by and hosted on G2.com.

What problems is Equisoft/analyze solving and how is that benefiting you?

Less research if all the gateways are in place. Review collected by and hosted on G2.com.

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Katia L.
KL
Représentante de courtier en épargne collective
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: Organic
Translated Using AI
What do you like best about Equisoft/analyze?

Management of my clientele, report creation Review collected by and hosted on G2.com.

What do you dislike about Equisoft/analyze?

the polls in English ... but also the fact that it often "bugs" Review collected by and hosted on G2.com.

What problems is Equisoft/analyze solving and how is that benefiting you?

I'm sorry, but there is no text provided for translation. Could you please provide the text you would like translated? Review collected by and hosted on G2.com.

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