Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
- Broker-dealers
Target firm size
- Enterprise
- Mid-Size
- Small
Product Description
Product Positioning
Fund comparison tool letting advisors evaluate and contrast investment funds for client recommendations.
Description
Equisoft Fund Compare lets financial advisors compare mutual funds and segregated funds across performance, fees, and risk metrics, supporting investment recommendations within Equisoft's wealth software suite.
Integrations
Equisoft Fund Compare has 1 integrations in our directory
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- Salesforce Level 1
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APIs and Security
Security checks
Periodic SOC certification
Public APIs
No
