EQIS provides a comprehensive asset management platform that delivers sophisticated investment solutions for financial advisers to streamline and simplify the investment business for savvy financial advisors. It also provides wealth management, financial advisory, and turnkey asset management services through a fee-based asset management platform(TAMP) serving financial advisors by providing investors access investment strategies historically available only to high net worth individuals and institutions.

Cloud

FinTech

Software

EQIS, a Freedom Advisors Company

Bob Herrmann

Steven M. Daignault

Olga Belousova

Jonathan Shiffer

Joseph Casto Jr.

Joe Mooney

Ellen Montwori

Courtney Vollbracht

Chelsea Kmiecik

Brett Rainey

Bill Servis

Ben Johnson

Andrew Lucich

The Business Consulting Team at EQIS plays a pivotal role in enhancing the client experience for financial advisors by offering tailored strategic guidance and operational solutions. This team collaborates closely with advisors to identify and implement effective investment strategies, ensuring seamless access to EQIS's sophisticated asset management platform. By leveraging their expertise, they help navigate complex challenges, ultimately driving growth and improving the overall efficiency of advisory practices.

Business Consulting Team

Leadership Team

Finance Team

Business Consulting Team

About

Team members

Other teams at EQIS, a Freedom Advisors Company

Leadership Team

Finance Team