We can allow you to focus on investment analysis and decisions rather than account administration. Simply provide us with your securities selections for each model portfolio that you manage on EQIS, and we will do the rest.*

Click here to initiate our due diligence process. »


We understand the challenge of recruiting reps, managing compliance, and maintaining revenue during the transition to a more fee-based industry.

Click here if you’d like us to contact you, or call us to learn how we can help. »



We provide an online workstation with many tools and resources useful when running a fee-based advisory practice. Customize portfolios for your clients while accessing institutional-style money managers in separate accounts. Get started using EQIS with no up-front costs and no setup. Simply sign a selling agreement and create your first investment proposal, with our training department at your disposal.

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*Money Managers must pass due diligence review to be on the EQIS platform.