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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3D/L and EQIS Come Together to Form Freedom Advisors
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EQIS Investment Portfolio Models - Freedom Advisors
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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»
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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»
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»
Freedom Advisors - Crunchbase Company Profile & Funding
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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 …See details»
Small Cap Strategies | Freedom Advisors
Ironwood Small Cap Core. The Ironwood Small Cap Core model is meticulously crafted through a stock-by-stock, bottom-up approach. Portfolio managers initiate positions with an average …See details»
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Dec 11, 2020 Exchange traded funds (ETFs) have become a popular investment vehicle mainly because they are easy to buy, can be inexpensive, and can offer various levels of focus and …See details»