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?

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

What does Service Mean to you and your Business?

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...

read more
Blurring Lines: Is your Custodian Competing for your Clients?

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...

read more