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Effective URL: https://freedomadvisors.com/
Submission: On December 03 via api from US — Scanned from DE
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EQIS AND 3D/L COME TOGETHER TO FORM FREEDOM ADVISORS. Learn More Toggle navigation * Platform * Investments * Operational Support * Insights * Resources * Schedule a Demo * Log In EQIS AND 3D/L COME TOGETHER TO FORM FREEDOM ADVISORS. Learn More Toggle navigation * Platform * Investments * Operational Support * Insights * Resources * Schedule a Demo * Log In Turnkey Asset Management Platform | Freedom Advisors Turnkey Asset Management Platform | Freedom Advisors FREEDOM ADVISOR PLATFORM Freedom Advisor Platform -------------------------------------------------------------------------------- DISCOVER WHAT TRUE INDEPENDENCE FEELS LIKE A turnkey advisor platform offering you a complete portfolio management solution, comprehensive outsourcing of operations, and high-touch service to help advisors like you run efficient practices and seek to deliver superior outcomes to your clients. DOWNLOAD GUIDE 3D/L AND EQIS COME TOGETHER TO FORM FREEDOM ADVISIORS lorem ipsum lorem ipsum dolor lorem ipsum dolor set. dolor set lorem ipsum. EXPLORE 3D INVESTMENTS Previous DISCOVER WHAT TRUE INDEPENDENCE FEELS LIKE lorem ipsum lorem ipsum dolor lorem ipsum dolor set. dolor set lorem ipsum. SCHEDULE DEMO LEARN MORE ABOUT OUR PLATFORM 30-SECOND TECHNOLOGY SERIES: SIMPLIFIED ACCOUNT MANAGEMENT With the Freedom Advisors platform, see how simple it is to accomplish many of your most frequent tasks with remarkable ease and speed. WATCH VIDEO SERIES YOUR PRATICE IS GROWING, AND YOU NEED HELP. SHOULD YOU HIRE STAFF OR OUTSOURCE? Every independent advisor confronts the need to add additional staff at some point in their career. The demands to effectively serve and advise a growing… READ BLOG 3D/L AND EQIS COME TOGETHER TO FORM FREEDOM ADVISIORS lorem ipsum lorem ipsum dolor lorem ipsum dolor set. dolor set lorem ipsum. EXPLORE 3D INVESTMENTS DISCOVER WHAT TRUE INDEPENDENCE FEELS LIKE lorem ipsum lorem ipsum dolor lorem ipsum dolor set. dolor set lorem ipsum. SCHEDULE DEMO LEARN MORE ABOUT OUR PLATFORM 30-SECOND TECHNOLOGY SERIES: SIMPLIFIED ACCOUNT MANAGEMENT With the Freedom Advisors platform, see how simple it is to accomplish many of your most frequent tasks with remarkable ease and speed. WATCH VIDEO SERIES Next * 1 * 2 * 3 * 4 YOUR PRATICE IS GROWING, AND YOU NEED HELP. SHOULD YOU HIRE STAFF OR OUTSOURCE? Every independent advisor confronts the need to add additional staff at some point in their career. The demands to effectively serve and advise a growing… READ BLOG DISCOVER WHAT TRUE INDEPENDENCE FEELS LIKE lorem ipsum lorem ipsum dolor lorem ipsum dolor set. dolor set lorem ipsum. SCHEDULE DEMO LEARN MORE ABOUT OUR PLATFORM DO BUSINESS THE WAY YOU’VE ALWAYS WANTED You want control over your business to do what’s best for your clients. Having your own platform through Freedom Advisors provides access to premier investment partners, options to select your custodians, and service and marketing teams at your fingertips. The freedom to do business your way is within reach. OUR PLATFORM EVERYTHING WHITE-LABELED WITH YOUR BRAND Putting you front and center in the client relationship. We operate in the background. The platform has your logo. Our marketing materials are yours: with your logo, your branding, and your contact information. You select which pieces to use and how you want to use them, showcasing your practice in the best possible light. Previous Next * 1 * 2 * 3 * 4 YOU CONTROL SELECTING OR BUILDING MODEL PORTFOLIOS Select from over 350 pre-built models from 27 model providers or build your own models from over 500 models and strategies. OUR INVESTMENT SOLUTIONS YOUR CHOICE Select from the industry’s largest, most recognized custodians, including the fractional share solution of Goldman Sachs. DEMOCRATIZING WEALTH MANAGEMENT THE VALUE OF FRACTIONAL SHARE INVESTING Discover how to access for your clients a world of premier investment managers historically out of reach for all but high-net-worth investors. Download Guide YOUR TEAM It is not enough that it is easy to process business self-service on the platform. Our large, experienced service team is your team, eliminating the need for operations staffing. OUR OPERATIONAL SUPPORT RESOURCES FEATURED RESOURCE: 30-Second Technology Video Series: Make it Easier to do Business Play Video DISCOVER THE SPEED AND SIMPLICITY OF THE FREEDOM ADVISORS PLATFORM Are you mired in the labor-intensive, time-consuming processes of: * Opening accounts & completing transfers * Finding forms & collecting signatures * Following up to ensure others do their work * Constructing portfolios In Freedom Advisors’ 30-Second Video Series you’ll discover how simple it is to accomplish many of your most frequent tasks with remarkable ease and speed. Watch Video series According to "Pensions & Investments," demand for outsourced chief investment officer (OCIO) services by institutional investors has surged by 86% since 2017. Why? Because investing has become much more complicated and, coupled with the increased volatility of the markets, doing it properly demands more time and focus from advisors, time that they don’t have or would rather spend growing the business and helping clients realize their financial goals. Business Outsourcing What if You Could Outsource to 100 CIOs? Read Blog Every independent advisor confronts the need to add additional staff at some point in their career. The demands to effectively serve and advise a growing clientele and meet increasing regulatory requirements warrant offloading many tasks advisors handle themselves. TAMP Your Practice is Growing, and You Need Help. Should You Hire Staff or Outsource? Read Blog A number of powerful undeniable factors continue to drive financial advisor demand for a truly independent, modern and flexible investment management platform. Most prevalent among these factors is advisor need to escape stifling bureaucracy. “The platform that makes it easy to do business the way I determine is best for my clients and that helps me build equity value in my practice will be my partner.” Cobbling together multiple systems from different companies, including corporate RIAs, custodians, asset managers, and software applications is consuming precious time advisors should be spending advising investors. But as trusted stewards of client investment portfolios, the critical operational, administrative, and compliance functions must be completed precisely with great care. Someone must do this time-consuming work, but it does not have to be the advisor personally. Advisor Support What Platform is the Right Fit for Me? Read Blog In an earlier post, we discussed the growing interest in fractional shares, especially among investors interested in diversified portfolios with a large number of stocks they might not be able to afford if they had to buy whole shares. This discussion focuses on taking fractional share ownership to a new level in your practice by using the Freedom Advisors platform to create UMA model portfolios for your clients*. Money Management Fractional Share Multi-Manager UMA Models: Using Fractional Shares to Build Client Portfolios Read Blog WHAT TRUE INDEPENDENCE FEELS LIKE With Freedom Advisors, you’re in control. Get started today. SCHEDULE YOUR INTRODUCTORY CALL 0 Model Portfolios 0 Investment Strategies 0 Independent Advisors -------------------------------------------------------------------------------- Freedom Advisor Platform is proudly powered by WordPress Video Player https://freedomadvisors.com/wp-content/uploads/2022/09/GK3-Overview.mp4 00:00 00:00 01:59 Use Up/Down Arrow keys to increase or decrease volume. × Video Player https://freedomadvisors.com/wp-content/uploads/2022/09/GK3-Overview.mp4 00:00 00:00 01:59 Use Up/Down Arrow keys to increase or decrease volume. × FINANCIAL DATA & TECHNOLOGY Technology is the soul of fintech. Thus, digital marketing is natural for financial technology firms. Your clients look to you for solutions. They discover you online. You need to show–digitally–how your tech, data, and services help them achieve their goals. At GK3, we understand how to communicate the cutting-edge value of tech-based investment businesses, from TAMPs and data providers to online research platforms and fintech firms. We’re at the vanguard of applying sales and marketing technology. Financial technology innovators partner with GK3 to take their growth to the next level. × WEALTH MANAGERS More than ever, private clients need the help of financial advisors to preserve and enhance their wealth, achieve their goals, and provide peace of mind for their families. The increasing complexity of investing and taxes means investors are searching for answers and advisors online. Can they find you there? Digital marketing is transforming how advisors acquire new business. A new generation of tech-savvy investors builds relationships digitally, not just through referrals or a handshake. At GK3, we create digital business development programs for wealth managers across the country. We help you grow your business while you stay focused on what you do best: serving your clients. × MUTUAL FUNDS Is your mutual fund or ETF ready for the future? Independent, boutique, and specialized mutual funds and ETFs must differentiate themselves from “mega” fund complexes and the crowd to survive and thrive. To win flows, top mutual fund and ETF sponsors must clearly articulate their value and harness the latest digital marketing strategies. At GK3, we partner with fund sponsors seeking to raise and retain assets more effectively with digital distribution. × ALTERNATIVE INVESTMENTS Alternative investments are on the cusp of record growth. As an alternative asset manager, are you ready to capture AUM on par with your unique investment proposition and alpha? At GK3, we’re at the leading edge of change in the alternative investment industry. Our deep experience ranges from private equity and hedge funds to liquid alts and niche strategies. As tech and democratization broaden the universe of alternative investors, digital marketing is critical. GK3 can transform digital marketing for alternative investment managers of all types. × REAL ESTATE SPONSORS Raising capital for real estate funds requires specialized expertise. At GK3, we’re experienced at marketing across the entire spectrum of real estate products, from registered and private funds to tax-advantaged strategies like 1031 exchanges, DSTs, and QOZs. We are also experienced across distribution channels from retail and institutional to online. At GK3, we work with real estate sponsors to create digital marketing programs encompassing content, lead generation, and sales enablement to attract and retain investors. × ASSET MANAGERS Every asset manager faces stiff competition for flows or performance. To thrive, asset managers need to embrace digital marketing to reach investors where they are—online. GK3 works with asset managers to hone their message and implement effective digital marketing programs. We deploy investment and compliance expertise to help you generate new leads, strengthen investor relationships, and drive AUM. × ABOUT US Freedom Advisors offers a complete portfolio management solution, comprehensive outsourcing of operations, and high-touch service to help advisors run efficient practices and deliver superior outcomes for their clients. CONTACT INFO info@eqis.com 1-800-949-9936 SOCIALIZE SCHEDULE A CONSULTATION Request a Consultation Advisory services offered through EQIS Capital Management, Inc. ("EQIS"), a registered investment adviser. This website is for investment professionals only. It is not intended for retail investors. Retail investors who are interested in our investment services should contact a financial advisor. Copyright 2022. EQIS Capital Management, Inc. Privacy Notice Terms of Use Form CRS Video Player https://freedomadvisors.com/wp-content/uploads/2022/09/GK3-Overview.mp4 00:00 00:00 01:59 Use Up/Down Arrow keys to increase or decrease volume. × Video Player https://freedomadvisors.com/wp-content/uploads/2022/09/GK3-Overview.mp4 00:00 00:00 01:59 Use Up/Down Arrow keys to increase or decrease volume. × FINANCIAL DATA & TECHNOLOGY Technology is the soul of fintech. Thus, digital marketing is natural for financial technology firms. Your clients look to you for solutions. They discover you online. You need to show–digitally–how your tech, data, and services help them achieve their goals. At GK3, we understand how to communicate the cutting-edge value of tech-based investment businesses, from TAMPs and data providers to online research platforms and fintech firms. We’re at the vanguard of applying sales and marketing technology. Financial technology innovators partner with GK3 to take their growth to the next level. × WEALTH MANAGERS More than ever, private clients need the help of financial advisors to preserve and enhance their wealth, achieve their goals, and provide peace of mind for their families. The increasing complexity of investing and taxes means investors are searching for answers and advisors online. Can they find you there? Digital marketing is transforming how advisors acquire new business. A new generation of tech-savvy investors builds relationships digitally, not just through referrals or a handshake. At GK3, we create digital business development programs for wealth managers across the country. We help you grow your business while you stay focused on what you do best: serving your clients. × MUTUAL FUNDS Is your mutual fund or ETF ready for the future? Independent, boutique, and specialized mutual funds and ETFs must differentiate themselves from “mega” fund complexes and the crowd to survive and thrive. To win flows, top mutual fund and ETF sponsors must clearly articulate their value and harness the latest digital marketing strategies. At GK3, we partner with fund sponsors seeking to raise and retain assets more effectively with digital distribution. × ALTERNATIVE INVESTMENTS Alternative investments are on the cusp of record growth. As an alternative asset manager, are you ready to capture AUM on par with your unique investment proposition and alpha? At GK3, we’re at the leading edge of change in the alternative investment industry. Our deep experience ranges from private equity and hedge funds to liquid alts and niche strategies. As tech and democratization broaden the universe of alternative investors, digital marketing is critical. GK3 can transform digital marketing for alternative investment managers of all types. × REAL ESTATE SPONSORS Raising capital for real estate funds requires specialized expertise. At GK3, we’re experienced at marketing across the entire spectrum of real estate products, from registered and private funds to tax-advantaged strategies like 1031 exchanges, DSTs, and QOZs. We are also experienced across distribution channels from retail and institutional to online. At GK3, we work with real estate sponsors to create digital marketing programs encompassing content, lead generation, and sales enablement to attract and retain investors. × ASSET MANAGERS Every asset manager faces stiff competition for flows or performance. To thrive, asset managers need to embrace digital marketing to reach investors where they are—online. GK3 works with asset managers to hone their message and implement effective digital marketing programs. We deploy investment and compliance expertise to help you generate new leads, strengthen investor relationships, and drive AUM. ×