• Focused on putting advisors front and center
• Helping advisors build independent businesses
• Delivering custom investment solutions
• Freeing advisors to advise and build relationships

Outsource your workload so your practice can flourish

• Consolidated monthly billing
• Online access to advisor and client portals
• Ready-to-import tax documents
• 24/7 performance reporting on accounts, individual sleeves, and more
• Integration with data aggregators
• Exacting due diligence of money managers
• Integrated risk tolerance questionnaire
• Proposal generation
• Investment policy statement
• Safe, convenient storage of e-documents

Designed to make the advisor’s life easier

• Customized portfolio models meet a variety of goals
• Access money managers that may otherwise be out of the investor’s reach
• Built-in administrative and processing tools
• Timely, robust resources on markets and performance
• Dedicated business consultants
• Deeply experienced, dedicated service team handling operations

With EQIS, outsourcing asset management solutions is straightforward and easy. We simplify your administrative tasks, offer professional market insights, and deliver quality portfolio models you can use to help your clients reach their goals - or you can access our universe of money managers to create your own models.

• Open new accounts
• Transfer existing accounts
• Evaluate your clients’ investments
• Choose from a variety of EQIS models
• Design your own custom models

We help you use our turnkey online platform to its fullest so your practice can thrive. It is a comprehensive, scalable tool designed to adapt to your unique needs.

Portfolio
EQIS provides a managed account solution for advisors. We deliver streamlined and sophisticated investment management strategies and portfolio models based on investor preferences, situations, and objectives.