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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.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Horse breeders and racers searching for a solution to manage their horses, inventory and operations

Audience

Organizations in need of an all-in-one platform that increases financial advisor productivity

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

EquisoftLive
Founded: 1991
Ireland
www.equisoftlive.com

Company Information

Equisoft
Founded: 1994
Canada
www.equisoft.com/products/asset-allocation-analyze-for-advisors

Alternatives

Crio Online

Crio Online

CRIO Equine Software

Alternatives

HorseBiz

HorseBiz

OCA Technologies
SIMON

SIMON

SIMON Markets
PM Equine

PM Equine

Pedigree Matching
Horse Cents

Horse Cents

Horse Cents Software Company

Categories

Categories

Horse Features

Billing & Invoicing
Breeding Management
Client Database
Expense Tracking
Feed Management
Horse Database
Horse Records
Income Statements
Medical Records

Integrations

No info available.

Integrations

No info available.
Claim EquisoftLive and update features and information
Claim EquisoftLive and update features and information
Claim Equisoft/analyze and update features and information
Claim Equisoft/analyze and update features and information