WHY EQUITY ADVISOR SOLUTIONS

Created for Advisors

  • Consolidate systems and reduce technology expenses
  • Simplify custody by managing all client assets, including alternative investments on ONE custodial platform
  • Enjoy your business again by streamlining your back office
  • Focus on what you do best – taking care of your clients

Strength and Security

Equity Trust Company evolved from a predecessor brokerage firm, which started in 1974, to a financial services company today serving more than 218,000 accounts, representing over $29 billion in assets under custody and administration.

Bringing together industry experts, Equity Advisor Solutions was launched in 2010 with the goal of changing the way advisors look at their custodian by offering more than just custodial services. In addition, Equity does not offer any retail or proprietary investment products and does not provide any investment, tax or legal advice. In other words, we will never compete for your clients.

WHO WE SERVE

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.

Registered Investment Advisor

  • Model portfolios using mutual funds, equities, and ETFs
  • Allocate multiple models in one or hundreds of accounts
  • Custom pricing

Broker Dealer

  • Commissions credited to registered reps
  • Private-labeled client portal
  • See all reps under one login

Turnkey Asset Management Program

  • Make your TAMP available to other advisors
  • Simple trading, billing, reporting, downloads, and client portal
  • GIPS composite performance reporting capabilities

Breakaway

  • Build your own practice, your way
  • We help you navigate the process
  • Immediately establish a professional image for your firm without the price tag

CUSTODY

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

Alternative Investments

  • Real Estate
  • Hedge Funds
  • REITs
  • Private Placements
  • Precious Metals
  • More…

Equities, ETFs, and Fixed Income

Mutual Funds

  • Over 17,000 funds
  • More than 9,000 NTF funds
  • 600 fund families
  • Interval funds
  • All major share classes including institutional shares
  • No custodian imposed short term redemption fees

TECHNOLOGY

Give Your Clients What They Expect With Our Private-Labeled Client Portal

  • Advisor logo & colors
  • Interactive portfolio
  • Employee profiles
  • Professional mobile app
  • Video statements
  • Consolidated client assets
  • Dynamic presentation

Data Done Right

  • Choose from over 100 standard reports
  • Drag and drop to create custom reports
  • GIPS composite performance reporting capabilities
  • Benchmarking
  • Asset classification
  • Match colors, fonts, and images to align with your brand
  • Data aggregation
  • Reflect data from select integrated solutions (CRM, financial planning, analytics, compliance, and research)

You’re The Pro, Trade Like One

Leverage cutting-edge trading solutions that allow you to trade at the individual, global, or model level. Whatever your preference, we’ve got you covered.

More Time In Your Day, More Money In Your Pocket

Consolidating systems and technology integration are critical to streamlining your business. Eliminate busy work and discover what you can do with all that extra time and savings.

 

  • Portfolio management system
  • Industry leading system integrations
  • Financial planning
  • CRM
  • Analytics
  • Cloud based solutions
  • On-Demand money movement

ADVISOR SUPPORT

We’re Here for You

Regardless of the size of your firm, you’ll work with a dedicated Relationship Manager who knows you and your business. We’re committed to increasing and enhancing your efficiencies by ensuring questions and requirements are taken care of in a timely matter.

Our transition team will help you navigate the process of switching platforms. Working together, we will develop a transition plan, generate signature ready forms for your clients, and create a customized client portal for your firm.

Be There for Your Clients

We take care of the heavy lifting, allowing you to focus on increasing wallet share and attracting new clients. Let us help you design a service model that works for you. 

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Custody provided by Equity Trust Company
Investment Products: Not FDIC Insured | No Bank Guarantee | May Lose Value
© Equity Advisor Solutions 2019