Turnkey Asset Management Platform | Freedom Advisors Turnkey Asset Management Platform | Freedom Advisors

Discover What True Independence Feels Like

A turnkey advisor platform offering you a complete portfolio management solution, comprehensive outsourcing of operations, and high-touch service to help advisors like you run efficient practices and seek to deliver superior outcomes to your clients.

3D/L and EQIS Come Together to Form Freedom Advisiors

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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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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.

You Control Selecting or Building Model Portfolios

Select from over 350 pre-built models from 27 model providers or build your own models from over 500 models and strategies.

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.

Resources

FEATURED RESOURCE: 30-Second Technology Video Series: Make it Easier to do Business

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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.

What True Independence Feels Like

With Freedom Advisors, you’re in control. Get started today.

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Model Portfolios
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Investment Strategies
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Independent Advisors