Equity Advisor Solutions provides an industry-leading, all-in-one custody and back-office solution that enables advisors to custody traditional and alternative investments on the same platform, saving time and money.
CUSTODY
We understand time is money, so we provide a seamless all-in-one custody solution to make your day-to-day more efficient. Manage all assets on a single platform including:
- Mutual funds
- Equities, ETFs, and fixed income
- Alternative investments
- Cryptocurrency
TECHNOLOGY
EAS partners with leading technology providers to offer our advisors quality solutions while keeping costs low.
- Private labeled client portal
- Data and reporting
- Cutting edge trading technology
- Systems consolidation and integration
ADVISOR SUPPORT
Every EAS client gets a dedicated Relationship Manager that gets to know you and your business.
- Transition support
- Dedicated Relationship Manager
- Client service model consultation
- Automated client billing
We understand that an advisor’s success is our success, and we are dedicated to making their lives as efficient as possible. That’s why we support advisors with industry-leading tools and talent, while offering each practice a boutique level of personal service. Independently owned and operated, we serve advisors exclusively, with no retail or proprietary businesses competing with theirs.
Learn more at www.EquityAdvisorSolutions.com.
Custody and Administration Services are provided by Equity Trust Company
