Video
Freedom Advisors Portfolio Management Platform Overview Video
Take the next step toward doing business the way you’ve always wanted. Watch our platform overview video to get started.
Freedom Advisor Platform
Freedom Advisor Platform
Are Long Wait Times Impacting Your Advisory Practice?
How working with the right partner that focuses on the highest level of customer service can reduce wait times and lead to satisfied clients.
Flipping Out Over the Big Flip
In the span of less than two months, the conventional consensus for a Hard Landing in 2023 has yielded to the new narrative of No Landing or the Big Flip.
Power Your Practice With Your Own Platform
Within the Freedom Advisors platform all components of running your practice are brought together into one seamless, easy-to-use, flexible system.
TAMP Partner Selection Checklist: Easily Evaluate Potential Platforms
When it comes to finding a truly independent, modern, and flexible investment management platform, there are a number of factors that determine the right choice for your practice.
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Do Business the Way You’ve Always Wanted
You want control over your business to do what’s best for your clients. Having your own platform through Freedom Advisors provides access to premier investment partners, options to select your custodians, and service and marketing teams at your fingertips. The freedom to do business your way is within reach.
Everything White-Labeled With Your Brand
Putting you front and center in the client relationship. We operate in the background. The platform has your logo. Our marketing materials are yours: with your logo, your branding, and your contact information. You select which pieces to use and how you want to use them, showcasing your practice in the best possible light.
Expansive Model Marketplace
Select from 500 pre-built models from 100 model providers.
Your Choice
Select from the industry’s largest, most recognized custodians, including the fractional share solution of Goldman Sachs.
Democratizing Wealth Management
The value of fractional share investing
Discover how to access for your clients a world of premier investment managers historically out of reach for all but high-net-worth investors.
Your Team
It is not enough that it is easy to process business self-service on the platform. Our large, experienced service team is your team, eliminating the need for operations staffing.
Discover the Speed and Simplicity of the Freedom Advisors Platform
Are you mired in the labor-intensive, time-consuming processes of:
- Opening accounts & completing transfers
- Finding forms & collecting signatures
- Following up to ensure others do their work
- Constructing portfolios
In Freedom Advisors’ 30-Second Video Series you’ll discover how simple it is to accomplish many of your most frequent tasks with remarkable ease and speed.
Resources
Market Commentary
Remember Deposit Beta
The events that led to this past week’s market sell-off, especially in U.S. bank stocks, reminded investors of the lagged
Blog
Are Long Wait Times Impacting Your Advisory Practice?
Having to wait on hold for extended periods of time when working with a service provider, such as a turnkey
500
Model
Portfolios
100
Money
Managers
800
Independent
Advisors
What True Independence Feels Like
With Freedom Advisors, you’re in control. Get started today.
30-Second Technology Series: Simplified Account Management
With the Freedom Advisors platform, see how simple it is to accomplish many of your most frequent tasks with remarkable ease and speed.
Your Pratice is Growing, and You Need Help. Should You Hire Staff or Outsource?
Every independent advisor confronts the need to add additional staff at some point in their career. The demands to effectively serve and advise a growing…
3D/L and EQIS Come Together to Form Freedom Advisiors
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Discover What True Independence Feels Like
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Your Pratice is Growing, and You Need Help. Should You Hire Staff or Outsource?
Every independent advisor confronts the need to add additional staff at some point in their career. The demands to effectively serve and advise a growing…
Discover What True Independence Feels Like
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