Custody, Technology & Advisor Support
In the news...
Smaller advisory firms could benefit from ‘boutique custodians’
Watch 3 Questions with Joe Gerdes of Equity Advisor Solutions
Continued M&A Activity Creates Opportunities for Custodians
Read our latest article from our CEO
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.
Catch Up On Our Latest Blogs
It’s finally here. You can download a copy of our new ebook, Imagining the Custodian of the Future: 6 Ways Forward-Looking Custodians Are Making a Break from the Past. It’s designed as a practical guide to help you select a custodian today you won’t regret choosing in...
Many advisors watched the growth of cryptocurrencies with caution, even skepticism. Were they a fad? Did such volatile assets belong in a portfolio? How could advisors incorporate them? Many advisors held back, waiting to see whether crypto eventually became more...
When you first became an independent registered investment advisor, you probably didn’t realize you’d also be moonlighting as an IT manager, a technology systems integrator, web developer, data entry clerk, migration specialist, troubleshooter, and customer support...