Custody, Technology and Advisor Support
CUSTODY
All assets, including alternative investments, on one custodial platform
TECHNOLOGY
Save thousands of dollars a year on technology expenses
ADVISOR SUPPORT
Streamline your practice and create efficiencies
SOLUTIONS
Compete with billion dollar advisors at a fraction of the cost
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
Advisor Challenges — You Embrace Alternative Investments, but your Custodian Doesn’t
Have you been broadening your clients’ exposure to alternative investments over the past few years, especially in areas like real estate, private equity, or private debt? If so, you’re not alone. A long run of low interest rates has prompted advisors to diversify...
What does Service Mean to you and your Business?
We’ve all seen the recent headlines about declining service to advisors. You may even be facing issues yourself. Imagine: a custodian takes its business in a new direction, and suddenly, simple service requests that once took 24 hours now take weeks to resolve. The...
Blurring Lines: Is your Custodian Competing for your Clients?
You broke away for a reason. You wanted to control your own destiny, build your own brand and provide a superior client experience, without bureaucracy getting in the way. To you, independence meant seeing your own name on the door. You’d take the wins and losses, and...