The EQIS mission is to unburden and empower financial professionals to deliver the best possible outcomes to their investor clients. The way we accomplish this is through extensive financial expertise, cutting-edge financial technology, and unparalleled service.

Our asset management platform offers sophisticated investing strategies and comprehensive tools to streamline and simplify the investment business for savvy financial advisors.

• Customized, goal-driven portfolio models
• Access to money managers that may otherwise be out of the investor’s reach
• Built-in administrative and processing tools
• Valuable market intelligence and insights from our asset management team

At EQIS, we base all portfolios on the details of each investor’s personal situation. Working closely with the investor’s financial adviser, we create a team constantly working toward achieving financial goals.

Both the investor and the financial adviser enjoy online access to the investment account 24/7, and can view or print reports on performance whenever needed. We are committed to transparency, so information about investments is always available, including granular details about which specific equities are owned.