Freedom Advisors
HQ Address
100 Constitution Plaza, Fl 7, Hartford, CT 06103, United States
Website Address
Business introduction
Freeing advisors to do what they do best
Freedom Advisors provides a complete portfolio management solution, comprehensive outsourcing of operations and high-touch service to help you run an efficient practice and deliver superior outcomes for your clients
Providing a seamless turnkey asset management platform (TAMP) and robust investment management solutions, Freedom Advisors helps you achieve true independence for your advisory practice. Our platform includes 600 model portfolios from 100 model providers, including proprietary 3D Models and EQIS Models.
Our registered investment adviser Freedom Investment Management, Inc. was formed by the merger of 3D/L Capital Management, LLC (3D) and EQIS Capital Management, Inc. (EQIS), combining the companies into a single asset management platform branded Freedom Advisors. We have been serving independent advisors for 20 years with a focus on freeing advisors to do what they do best and to have control over their practices.
Freedom Advisors Solutions
EQIS Advisor Platform
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......
