EQIS to Offer Advisors LifeYield’s Social Security Advantage Tool

BOSTON – December 17, 2018 – LifeYield LLC, a leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor’s entire household portfolio, announced today that its proprietary Social Security Advantage solution will now be available through EQIS Capital Management Inc., more…


New EQIS allocation scientifically-engineered (EAS-E) income portfolios make distribution and income management easy in uncertain market environments.

San Rafael - July 10, 2017 - EQIS Capital, a  Fee Based Turnkey Asset Management Platform (TAMP) for financial advisors, is reinventing wealth management again during an uncertain financial market environment with the introduction of its EQIS Allocation Scientifically-Engineered (EAS-E) Strategic Income Model and Dynamic Distribution more...