Whether it's how you structure your practice, or the technology you employ, today's advisor needs flexibility from their business partners. No place is this flexibility more important than in the ability to deliver a broad range of solutions for your clients.
Equity Services, Inc.'s fee based and advisory services platform is structured with the intention of being the most competitive, adaptable, and pioneering platform in the industry. Their broad offering includes:
• An open architecture platform
• Over 10 third-party managers
• ESI Illuminations, our proprietary platform that includes:
– Mutual fund portfolios managed by a third party
– Mutual fund portfolios managed by the representative and client
– Managed ETF portfolios
– Unified managed accounts
If you need more flexibility in the solutions you deliver to clients, we need to talk. Call us today.