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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 

Screenshots View All

Screenshots View All

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 

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