Equisoft/analyze Alternatives (January 2026)

Investment Analysis & Sales Enablement Software | Equisoft/analyze

https://www.equisof.com/products/analyze/

Equisoft/analyze helps effectively compare investment products, design suitable portfolios & create powerful proposals & presentations. Ideal for advisors, small firms, larger enterprises & fund companies.

4.8/5

7+ reviews

Reviewed on:

Financial Planning Software for Advisors | Equisoft/plan

https://www.equisof

.com/products/wealth-planning-plan/

Equisoft/plan is an intuitive financial planning solution that provides comprehensive financial portraits. Click to learn more.

Portfolio Risk Management Software & Analysis Tool | AlternativeSoft

http://www.alternativesof

.com/

Explore AlternativeSoft, a leading alternative investment analytics platform. Optimize portfolios with powerful risk management software and analysis tools.

Envestnet | MoneyGuide - Financial Planning Software

https://www.moneyguidepr

.com/

The MoneyGuide suite of web-based Financial Planning and Retirement Planning Software products create fast and easy Goal Planning, Insurance Needs Analysis, Asset Allocation, and Estate Planning. Envestnet MoneyGuide has created an intuitive and easy to use Financial Planning Software suite, while still providing sophisticated analyses and results. MoneyGuide is completely web-based and features online collaborative planning between advisors and clients used to achieve Financial Wellness.

Wealth Management Software | AdvisorEngine

https://www.advisorengin

.com/

AdvisorEngine delivers a complete wealth management platform that brings together your CRM, portfolio management, rebalancing, client portal, digital onboarding and business intelligence needs.

Wealth Management Software | AdvisorEngine

https://www.advisorengin

.com/wealth-management-technology/crm

AdvisorEngine delivers a complete wealth management platform that brings together your CRM, portfolio management, rebalancing, client portal, digital onboarding and business intelligence needs.

RIA Practice and Portfolio Management Software | Morningstar

https://www.morningsta

.com/business/brands/wealth/products/morningstar-office/

Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. Discover actionable insights today.

Advisor Workstation | Financial Advisor Tool | Morningstar

https://www.morningsta

.com/business/brands/data-analytics/products/advisor-workstation/

Morningstar Advisor Workstation is a connected suite of tools spanning proposal creation, investment research, investment planning, and more for financial advisors.

Investment Portfolio Management Software for Advisors | FinFolio

http://www.finfoli

.com/

FinFolio makes investment portfolio management software for investment advisors. Report, rebalance, trade, bill, CRM and host mobile-ready client portals.

YCharts - Financial Research and Proposal Platform

https://ychart

.com/

YCharts.com is the premier web based financial research and analysis platform for asset managers and advisors. Build custom Model Portfolios and generate proposals for client communications.