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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.

About

AI-powered planning and allocation recommendations for fashion/apparel. Waste not, want not, Syrup’s AI-powered recommendation engine helps brands sell more at full price while minimizing excess inventory. The power of your sales history is amplified by real-time transactions and events. Any data source that adds a signal to the forecast can be ingested into Syrup. Leave big data crunching to the computers. Our advanced machine learning models accurately anticipate seasonality plus trends, and they’re constantly getting smarter. As every bespoke tailor knows, there’s no one-size-fits-all. Syrup algorithms are tuned to each brand’s needs and flexible enough to update on the go. Accelerate time to confident decisions with Syrup’s real-time recommendations for allocation, replenishment, rebalancing, and reorders. Syrup can boost missed revenue by improving full-price sell-through. Make smarter, faster inventory planning decisions with automated recommendations.

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

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

Audience

Businesses searching for a solution to improve their full-price sell-through without stockouts

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

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

Company Information

Syrup
syrup.tech/

Alternatives

Alternatives

SIMON

SIMON

SIMON Markets
Retalp

Retalp

Vilupp Tech Private Limited
SKYPAD

SKYPAD

SKY I.T. GROUP

Categories

Categories

Integrations

Microsoft Dynamics 365
NetSuite
NewStore
SAP Cloud Platform
Salesforce
Shopify
Snowflake

Integrations

Microsoft Dynamics 365
NetSuite
NewStore
SAP Cloud Platform
Salesforce
Shopify
Snowflake
Claim Equisoft/analyze and update features and information
Claim Equisoft/analyze and update features and information
Claim Syrup and update features and information
Claim Syrup and update features and information