Solution introduction
EquityZen Institutional allows professional investors and financial advisers to manage investments on behalf of their clients through a streamlined, secure, and fully automated investment platform
Everything in one place
Research, portfolio management, and investment updates all in one place - a 360-degree view of your client accounts.
- Communications - keep track of client communications and investment updates
- Documentation - a central repository for all client documents, including tax forms and investment documents
- Transactions - complete transparency into your client's positions, including performance updates
