Custody, Technology & Advisor Support

CUSTODY

All assets on ONE custodial platform

TECHNOLOGY

Save thousands of dollars a year on technology expenses

ADVISOR SUPPORT

Streamline your practice

SOLUTIONS

Compete with billion dollar advisors

In the news...

Industry Veteran Joseph Gerdes Appointed as President & Chief Executive Officer for Equity Advisor Solutions
Read the press release to learn more

Check out our latest blog post
Your Clients Will Hold Crypto. But Will It Be with You?

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.

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Manage All Client Assets, Including Alternative Investments, On ONE Custodial Platform

Does Your Technology Limit How You Do Business?

Trade at the individual, global, or model level and even allocate multiple models in one account. Integrate client data with over 30 industry leading products. Generate reports across all of your client accounts or create them on an ad hoc basis. Customize a pre-built client portal with your logo and colors.

Need More Time For Your Clients?

We are here for you
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.
Be there for your customers
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

Your Clients Will Hold Crypto. But Will It Be with You?

Your Clients Will Hold Crypto. But Will It Be with You?

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...

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How to Get Out of the IT Business, and Back to Your Business

How to Get Out of the IT Business, and Back to Your Business

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...

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