Why should your RIA consider running your own private asset management platform?

• 1. Increase your margin on assets under management.
• 2. Keep assets on your books, making them stickier.
• 3. Set you own program prices.
• 4. Customize your investment options.
• 5. Control you own back office functions, such as transfers.

Why should your firm choose EqisTech?

• 1. Get up and running quickly.
• 2. Enjoy constant development that expands functionality and improves usabilty.
• 3. Customize you investment proposals.
• 4. Offer a complete CRM with calendar included in price, with no per user fee.
• 5. Run monthly or quarterly billing with a few clicks.
• 6. Run monthly or quarterly reporting with a few clicks.
• 7. Provide multiple investment programs.
• 8. Work with multiple custodians.
• 9. Plan for your company’s future with simple competitive pricing.

See Functions for more detailed information.

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