Equity Advisor Solutions provides custody and back-office solutions to RIA’s, Hybrids, TAMP’s, Broker- Dealers and more. Equity specializes in:

  • Custody of all asset types, including alternative assets, on one custodial platform
  • Back-Office solutions that streamline your business and create efficiencies including billing, performance reporting and delivery, customized client portal, document storage, client vault and audit assistance
  • Technology that includes portfolio rebalancing, ability to run multiple models in the same account, customized mobile app for your firm, reporting and analytics
  • Technology integration (portfolio management and CRM systems).

CLICK HERE to find out more about Equity Advisor Solutions.