Equisoft/analyzeEquisoft
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Related Products
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About
With EquisoftLive you only pay for the features you want. Every package includes the Standard and you can then choose which add-ons you need. The Standard package includes two user logins for the account. With EquisoftLive you can easily keep track of all your important horse information and related costs. Once entered into your own private database, invoices can be produced in seconds taking into account split ownership, keep rate changes and lots more variables. EquisoftLive is a horse management system that you can use on the internet. This means that you can access the horse information you need on any computer or mobile device once you have a web connection. With EquisoftLive you can easily keep track of all your important horse information and related costs. Once entered into your own private database, invoices can be produced in seconds taking into account split ownership, keep rate changes and lots more variables.
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About
Equisoft/analyze for advisors is a comprehensive asset allocation and wealth analysis tool. Our proprietary 4-step process aligns recommendations with investors’ risk profiles. Address suitability & know-your-product guidelines with over 20 different institutional-grade analytic metrics. Analytics is based on information from reliable third-party data providers (and even your own custom data feed) and can include mutual funds, ETFs, SMAs, stocks, segregated funds, and variable annuities. Analysis variables include timeframe, account inflows/outflows, distributions reinvestment, rebalancing thresholds, and account tax status. Build retirement plans with cash flows, asset accumulation/de-cumulation, success probability views, and more. Integrate life, critical illness, and disability insurance assessment with guided workflows.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Horse breeders and racers searching for a solution to manage their horses, inventory and operations
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Audience
Organizations in need of an all-in-one platform that increases financial advisor productivity
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationEquisoftLive
Founded: 1991
Ireland
www.equisoftlive.com
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Company InformationEquisoft
Founded: 1994
Canada
www.equisoft.com/products/asset-allocation-analyze-for-advisors
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Categories |
Categories |
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Horse Features
Billing & Invoicing
Breeding Management
Client Database
Expense Tracking
Feed Management
Horse Database
Horse Records
Income Statements
Medical Records
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Integrations
No info available.
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Integrations
No info available.
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