Intuitive technology

We have distinct technology solutions based on your needs: EAS Connect, an open architecture platform, as well as Liberty, a turnkey solution. With two platforms optimized for simplicity and efficiency, we can help you decide which is right for your business.

E A S Connect

Coming soon: EAS Connect

A next-generation custody platform linking your entire advisor ecosystem.

Currently in development is our all-new multi-custodial EAS Connect platform. It’s a flexible and efficient solution that seamlessly connects your systems, tools, clients, and workflows. This powerful platform will include:

  • End-to-end integration with advisors' systems, vendors and partners (CRM, rebalancing software, portfolio management systems, financial planning, risk tools, and more)
  • Simplified digital account onboarding
  • Robust trading capabilities with external platform connectivity
  • Customizable and role based views

Learn more

Liberty Platform

Liberty

An all-in-one fully integrated solution.

Liberty is our model-based trading and rebalancing platform that allows you to spend more time with clients and less time on routine processes and back-office tasks. It delivers what you need as an RIA in one easy-to-use interface. Liberty’s comprehensive suite of features includes:

  • Account and portfolio management
  • Trading and rebalancing
  • Rep analytics and performance metrics
  • Proposal generation and eSignature
  • Private labeling for your custom branding

Learn more

Let’s talk about what we can do for your business

To get in touch, call us at 800-955-7808 or complete our contact form so we can reach out to you.