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...
We are thrilled to be a WealthManagement.com Industry Awards Finalist, in the Custodians Alternative Asset category!
Continued M&A Activity Creates Opportunities for Custodians
Read our latest article from our CEO
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
Hacks for Your Succession Plan: Part II
Without a succession plan, a small advisor firm could lose virtually all its market value in a single instant—leaving family and heirs with nothing. The good news: succession planning doesn’t have to feel overwhelming. In our previous post, we broke down succession...
Still No Succession Plan? Try These Three 5-Minute Hacks
If you’re one of the 73% of advisors with no succession plan, this post is for you—especially if your firm is small. Imagine that one day, you stop showing up at the office and never return. Perhaps there’s an accident, a medical emergency, or something else...
Our New Ebook Is Out! Big Changes Ahead for Custodians
It’s finally here. You can download a copy of our new ebook, Imagining the Custodian of the Future: 6 Ways Forward-Looking Custodians Are Making a Break from the Past. It’s designed as a practical guide to help you select a custodian today you won’t regret choosing in...