Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Equisoft/analyze for advisors serves as an all-encompassing tool for asset allocation and wealth analysis tailored for financial advisors. Utilizing a unique 4-step methodology, it ensures that recommendations closely match the risk profiles of investors. The platform thoroughly addresses suitability and know-your-product regulations by offering access to over 20 distinct institutional-grade analytic metrics. These analytics are derived from trustworthy third-party data sources, as well as the option to incorporate custom data feeds, and encompass a wide range of investment vehicles such as mutual funds, ETFs, SMAs, stocks, segregated funds, and variable annuities. Key variables in the analysis process include the timeframe of investments, account inflows and outflows, reinvestment of distributions, rebalancing thresholds, and the tax status of accounts. In addition, users can construct retirement plans by evaluating cash flows, asset accumulation and de-cumulation, and success probability assessments, among other features. The tool also facilitates a comprehensive assessment of life, critical illness, and disability insurance, complemented by intuitive guided workflows that enhance the user experience. Furthermore, its sophisticated analytics empower advisors to make well-informed decisions that align with their clients' financial goals.
Description
Cumulative storage effectively accounts for discrepancies in usage among various users and enhances storage allocation, leading to significant savings. It supports open integration, utilizing open standards to connect with a diverse array of collaboration tools, client applications, and business software. You can seamlessly integrate with external ESGs, DLPs, mail notifications, and numerous other solutions to tailor your technology stack. Additionally, it allows for compatibility with external cloud workspace services, enabling the creation of cost-effective multi-cloud environments. Protect your essential email data and manage your expanding mailbox storage through cloud-native data protection solutions. Facilitate file sharing, idea organization, and team initiatives via note-based collaboration tools. By incorporating Vaultastic into your system, you can safeguard your vital email data while enjoying on-demand discovery, enhanced compliance, and minimized risks of data loss or tampering. The combination of cumulative storage, options for both free and paid clients, along with zero management and maintenance requirements, contributes to significantly lower expenses while ensuring robust functionality. This strategic approach not only streamlines operations but also empowers organizations to focus on their core objectives without the burden of extensive data management.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$1 per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Equisoft
Founded
1994
Country
Canada
Website
www.equisoft.com/products/asset-allocation-analyze-for-advisors
Vendor Details
Company Name
Mithi Software Technologies
Founded
1999
Country
India
Website
skyconnect.mithi.com
Product Features
Product Features
Collaboration
Brainstorming
No
Calendar Management
Yes
Chat / Messaging
Yes
Contact Management
Yes
Content Management
No
Document Management
Yes
Project Management
No
Real Time Editing
Yes
Task Management
No
Version Control
No
Video Conferencing
Yes