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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
Partnering with QPLIX allows banks to revolutionize their wealth management services through digital transformation in portfolio management. We unlock a wide array of opportunities and facilitate the development of new business models. Provide your clients with a state-of-the-art digital experience that includes managing non-bankable assets as well as those held at other financial institutions for your most esteemed clients. Leverage your existing resources to expand your business and reach a larger client base. Our digital platform, designed specifically for portfolio management, integrates all necessary components, including accounts, custodians, diverse asset classes, investment guidelines, and distribution across various countries, currencies, and ownership structures. Regardless of the complexity involved, you will always have a comprehensive view of each client's total assets, enabling you to conduct accurate analyses and forecasts. This capability allows you to refine your investment strategies, present appropriate products, and enhance your wallet share. Moreover, QPLIX fosters improved collaboration not only with your clients but also within your team and among external service providers, creating a more cohesive approach to wealth management. Ultimately, this collaboration strengthens relationships and enhances overall service delivery.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Equisoft
Founded
1994
Country
Canada
Website
www.equisoft.com/products/asset-allocation-analyze-for-advisors
Vendor Details
Company Name
QPLIX
Country
Germany
Website
www.qplix.com