Custody, Technology and Advisor Support
Wherever your company is in the business cycle – starting up, acquiring another practice, changing your business model, expanding or preparing to sell or retire – we have custom solutions for you.
Get More From Your Custodian
Manage All Client Assets, Including Alternative Investments, On ONE Custodial Platform
Does Your Technology Limit How You Do Business?
Need More Time For Your Clients?
At Equity Advisor Solutions, we don’t have a call center mentality. No matter the size of your business, you’ll work with a dedicated Relationship Manager who knows you and your business. We’re dedicated to increasing and enhancing your efficiencies by ensuring every question and requirement is taken care of in a timely manner.
We take care of the heavy lifting to allow you to focus on increasing wallet share from existing clients or on attracting new ones. Let us help you design, run and post client reports utilizing our integrated portfolio performance solution.