Outsource your workload so your practice can flourish
Designed to make the advisor’s life easier
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.
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.