FREEDOM ADVISOR PLATFORM
Freedom Advisor Platform 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. They provide wealth management, financial advisory, and asset management services through a fee-based asset management platform, serving financial advisors.
FREEDOM ADVISOR PLATFORM
Industry:
Advice Asset Management Banking Financial Services Wealth Management
Founded:
2007-01-01
Address:
San Rafael, California, United States
Country:
United States
Website Url:
http://www.freedom.eqis.com
Total Employee:
101+
Status:
Active
Contact:
+1 866 919 1352
Email Addresses:
[email protected]
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Official Site Inspections
http://www.freedom.eqis.com
- Host name: 141.193.213.11
- IP address: 141.193.213.11
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
More informations about "Freedom Advisor Platform"
Our Company | Freedom Advisors
Providing a seamless turnkey asset management platform (TAMP) and robust investment management solutions, Freedom Advisors helps you achieve true independence for your advisory practice. Our platform includes 600 model …See details»
Freedom Advisors Renames RIA Firm EQIS to Freedom …
“Renaming EQIS to Freedom Investment Management as we integrate the 3D business allows us to have consistent branding across our businesses and helps convey our values and message.” The firm’s investment philosophy and …See details»
EQIS and 3D/L Come Together to Form Freedom …
Jun 16, 2022 About EQIS Capital Management, Inc. EQIS Capital Management is a boutique turnkey asset management platform providing a complete portfolio management solution, comprehensive outsourcing of operations, and high …See details»
EQIS, a Freedom Advisors Company - Leadership Team - The Org
The Leadership Team at EQIS, a Freedom Advisors Company, drives the strategic direction and operational excellence of the organization. Comprised of senior executives from key functional …See details»
EQIS - Crunchbase Company Profile & Funding
Organization. EQIS . Connect to CRM . Save . Summary. Financials. People. Technology. Signals & News ... Legal Name Freedom Investment Management ... EQIS provides a comprehensive …See details»
Freedom Advisors - Crunchbase Company Profile & Funding
Organization. Freedom Advisors . Connect to CRM . Save . Summary. People. Technology. Signals & News. Similar Companies. ... Legal Name EQIS Capital Management, Inc. ... Phone …See details»
EQIS, a Freedom Advisors Company - The Org
View EQIS, a Freedom Advisors Company's up-to-date org chart, open roles, and culture details. Find executives, board members, teams, related companies, and more. ... EQIS provides a …See details»
3D/L and EQIS Come Together to Form Freedom Advisors
Jun 19, 2022 Freedom Advisors Group LLC, a newly formed parent of EQIS Capital Management, Inc. (EQIS), a turnkey asset management platform (TAMP) for independent …See details»
Freedom Investment Management Review 2024 - investor.com
Oct 16, 2024 Freedom Investment Management, registered in 2008, serves 52 state(s) with a licensed staff of 17 advisors. Freedom Investment Management manages $2.0 billion and …See details»
Investment Solutions - Freedom Advisors
We invite you to learn about our proprietary models. Not only do the 3D and EQIS investment teams conduct exhaustive due diligence on the asset managers and model portfolios made available on Freedom Advisors, we also offer a wide …See details»
EQIS, a Freedom Advisors Company - LinkedIn
EQIS, a Freedom Advisors Company | 2,838 followers on LinkedIn. Our turnkey platform and investment solutions help advisors achieve true independence. | EQIS Capital Management, …See details»
Freedom Advisors Blog
EQIS and 3D/L Come Together to Form Freedom Advisors. Modern Portfolio Theory and Construction. Investors at Risk of Earning Lower Rates on Cash. Posts by Tag. Advisor …See details»
Freedom Advisor Platform - Crunchbase Company Profile & Funding
Organization. Freedom Advisor Platform . Connect to CRM . Save . Summary. People. Technology. Signals & News. Similar Companies. ... Contact Email [email protected]; Phone …See details»
Website Terms of Use - Freedom Advisors
If Freedom is informed or has reason to believe that the security of access credentials may be or have been compromised, Freedom has the right to terminate use of the platform. Users are …See details»
Turnkey Asset Management Platform | Freedom Advisors
You want control over your business to do what’s best for your clients. Having your own turnkey asset management platform through Freedom Advisors provides access to premier investment …See details»
Fixed Income Models in High Demand | Freedom Advisors
EQIS Short Term Fixed Income Models. For investors with cash needed to be relatively liquid but looking for a bit more duration than just a liquid money market fund, your EQIS investment …See details»
EQIS Announces Addition of Industry Veteran Bob Herrmann as CEO
May 26, 2020 Industry veteran Bob Herrmann has joined EQIS as CEO, the latest example of EQIS' commitment to helping financial advisors deliver the best possible outcomes. ...See details»
TAMP for RIAs and Advisors - Freedom Advisors
Freedom Advisors is a turnkey asset management platform that allows you to do business the way you want. All components of running your practice are brought together into one …See details»
2023 Q1 Market Insights | Freedom Advisors
2023 Q1 Market Insights: Near-term headwinds are easing, but the turning point may only come when the Fed decides a rate-cutting cycle is necessary.See details»