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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.

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