Digital Digest: The Latest Tech News - Refinitiv, Equisoft

Editorial Staff

6 December 2019

Equisoft, Refinitiv
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Called Equisoft/analyze for wholesalers, it is designed to help fund wholesalers be more attractive to advisors by giving them “insightful fund and portfolio analytic services”.

The offering, which uses Refinitiv Lipper fund data, helps wholesalers take on the role of being a business consultant helping advisors to grow their organizations.

The solution features guided investment product positioning and comparisons powered by Refinitiv Lipper data for hypothetical analysis and fund "look through" analysis.

"Refinitiv Lipper's data is trusted globally by asset management firms, so they are the ideal partner for our solution," Equisoft's Shawn Gillespie said. "Lipper's fact sheets, Leader Ratings and categories are powerful additions to our tool and will provide wholesalers with essential data to analyze current portfolios and make recommendations backed by robust analytics."

The Equisoft/analyze for wholesalers was launched in 2006.