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.
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
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