Your Custodian of Today


Broker’s Ally – Leading CRM for advisors; easy to use, flexible, inexpensive. See for details. 

Broker’s Ally is a powerful marketing tool that helps financial consultants open new accounts, gather assets, do trades and manage the financial details of customer relationships. The application provides unlimited flexibility in record management. Detailed and accurate information is available instantaneously to better serve client, prospect and clerical or managerial needs.

Broker’s Ally gives you the power you need to quickly execute your best sales and marketing strategies. Put the power of Broker’s Ally on your computer and watch your business grow.

Broker’s Ally offers a 20% discount on Ally CRM products for advisors that work with Equity Advisor Solutions.

Broker’s Ally is not an affiliate, agent or representative of Equity Trust Company or any of its affiliates.