Equity provides complete custody* and back-office solutions to advisors of all asset sizes. With flexible investment options, advisors can hold all of their client assets (such as mutual funds, equities, ETFs, precious metals, REITs, hedge funds, limited partnerships, real estate and additional alternative investments) through one custodial platform. Equity offers powerful technology that is specifically tailored to fit each advisor, including, but not limited to: a portfolio management system and CRM, mobile apps, trading platform designed for advisors, reporting with analytics, portfolio modeling and existing technology integration. In addition, Equity’s back-office solutions are designed to streamline advisors’ practices and create efficiencies, including the provision of billing and advisor invoicing, a customizable client portal, document storage, audit assistance and GIPS composite performance reporting.
Custody services are provided by Equity Trust Company.
How do you differentiate your offering from competitors?
Equity has developed specialized technology solutions that can be customized to meet each advisor’s specific business needs and goals. Equity provides advisors with the ability to combine a model overlay, a portfolio management system and a custodial system through a single, integrated platform, creating more efficient business practices for advisors. Equity can also seamlessly integrate with advisors’ existing technology systems. With Equity’s solutions, advisors have the ability to run multiple models (both weighted and blended) across all client accounts, view tax implications on a pre-execution basis, restrict certain securities, manage cash levels, trade client accounts on a global basis and more.
What else would you like to say about your business?
Equity’s platform empowers advisors with resources and services to help meet their technology and back-office needs, allowing them to focus on their core business. In addition, Equity’s exceptional service model includes a dedicated Relationship Manager and Advisor Advocate.