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EQIS AND 3D/L COME TOGETHER TO FORM FREEDOM ADVISORS.

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 * Investments
 * Operational Support
 * Insights
 * Resources
 * Schedule a Demo
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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

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

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EXPLORE 3D INVESTMENTS

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DISCOVER WHAT TRUE INDEPENDENCE FEELS LIKE

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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
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Independent Advisors

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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 



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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.

×