Eqis

About Eqis

Founded in 2007 by Jennifer and Scott Winters, Eqis Capital Management operates as a key entity under the Freedom Advisors brand, which was formed following a merger with 3D/L Capital Management. This strategic combination established Freedom Advisors as a comprehensive asset management platform designed to serve independent financial advisors. The company provides a turnkey asset management platform (TAMP) that equips advisors with portfolio management solutions, operational outsourcing, and dedicated service. This structure is intended to allow advisors to focus on client relationships and practice growth by alleviating administrative and operational burdens.

The firm's business model is centered on a fee-based platform that provides financial advisors with access to investment strategies that were historically exclusive to high-net-worth individuals and institutions. It generates revenue through these asset management services. The platform is white-labeled, enabling advisors to brand the interface and marketing materials as their own, thereby maintaining their firm's identity while leveraging Freedom Advisors' infrastructure. Clients of Freedom Advisors are independent financial advisors and Registered Investment Advisors (RIAs) across the United States.

The core service is a flexible and scalable platform offering access to a curated marketplace of over 600 model portfolios from 100 different money managers, including proprietary models from both EQIS and 3D/L. Advisors can use these pre-built models or create their own customized portfolios. The platform's features include consolidated billing, 24/7 online access to advisor and client portals for performance reporting, tax document preparation, proposal generation, and integration with data aggregators. By providing these extensive operational support and investment management tools, the company aims to help advisors run more efficient and scalable practices.