Equisoft/analyzeEquisoft
|
||||||
Related Products
|
||||||
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
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
|
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
|
|||||
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
Supported
24/7 Live Support
Not Supported
Online
Supported
|
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
|
|||||
API
Offers API
Not Supported
|
API
Offers API
Not Supported
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
|
Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
|
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
|
|||||
Company InformationEquisoft
Founded: 1994
Canada
www.equisoft.com/products/asset-allocation-analyze-for-advisors
|
Company InformationSyrup
syrup.tech/
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
|
|||||
Categories |
Categories |
|||||
Integrations
Microsoft Dynamics 365
Not Supported
NetSuite
Not Supported
NewStore
Not Supported
SAP Cloud Platform
Not Supported
Salesforce
Not Supported
Shopify
Not Supported
Snowflake
Not Supported
|
Integrations
Microsoft Dynamics 365
Supported
NetSuite
Supported
NewStore
Supported
SAP Cloud Platform
Supported
Salesforce
Supported
Shopify
Supported
Snowflake
Supported
|
|||||
|
|
|