Vendor
Equisoft Analyze
Equisoft Analyze is an intuitive financial planning software that helps users build comprehensive financial portraits of their clients and provides integrated guidance for financial planning.
Montreal, CA
Official websiteSector footprint
One company, every side of the market
WealthThis site
Equisoft Analyze
Equisoft Analyze is an intuitive financial planning software that helps users build comprehensive financial portraits of their clients and provides integrated guidance for financial planning.
Capability matrix
| Capability | Equisoft Analyze |
|---|---|
| Proposal Generation | ● |
Parent organization
Equisoft Analyze
Founded
2011
Scale
1 sector presence