Freedom Advisors provides a complete portfolio management solution, comprehensive outsourcing of operations and high-touch service to help you run an efficient practice and deliver superior outcomes for your clients.
Freedom Advisors is the parent company of registered investment advisory firms EQIS Capital Management, Inc. (EQIS) and 3D/L Capital Management, LLC (3D).
Providing a powerful turnkey asset management platform (TAMP) and robust investment management solutions through EQIS and 3D, Freedom Advisors helps you achieve true independence for your business.
You want control over your business to do what’s best for clients. Having your own platform through Freedom Advisors provides access to premier investment solutions from a professionally curated model marketplace, modern technology making it easier to do business, custodian options, investment consulting and personalized service.
All components of running your practice are brought together into one seamless, easy-to-use system that can be private labeled with your brand.
With Freedom Advisors, you select from an expansive model marketplace.
Our team provides a high level of personal service and consulting provided by live service experts who know your practice.
The freedom to do business your way is within reach. Contact us today to get started.
Schedule a demo and introductory call with us.
Technology is the soul of fintech. Thus, digital marketing is natural for financial technology firms. Your clients look to you for solutions. They discover you online. You need to show–digitally–how your tech, data, and services help them achieve their goals.
At GK3, we understand how to communicate the cutting-edge value of tech-based investment businesses, from TAMPs and data providers to online research platforms and fintech firms. We’re at the vanguard of applying sales and marketing technology. Financial technology innovators partner with GK3 to take their growth to the next level.
More than ever, private clients need the help of financial advisors to preserve and enhance their wealth, achieve their goals, and provide peace of mind for their families. The increasing complexity of investing and taxes means investors are searching for answers and advisors online. Can they find you there?
Digital marketing is transforming how advisors acquire new business. A new generation of tech-savvy investors builds relationships digitally, not just through referrals or a handshake. At GK3, we create digital business development programs for wealth managers across the country. We help you grow your business while you stay focused on what you do best: serving your clients.
Is your mutual fund or ETF ready for the future? Independent, boutique, and specialized mutual funds and ETFs must differentiate themselves from “mega” fund complexes and the crowd to survive and thrive. To win flows, top mutual fund and ETF sponsors must clearly articulate their value and harness the latest digital marketing strategies.
At GK3, we partner with fund sponsors seeking to raise and retain assets more effectively with digital distribution.
Alternative investments are on the cusp of record growth. As an alternative asset manager, are you ready to capture AUM on par with your unique investment proposition and alpha?
At GK3, we’re at the leading edge of change in the alternative investment industry. Our deep experience ranges from private equity and hedge funds to liquid alts and niche strategies. As tech and democratization broaden the universe of alternative investors, digital marketing is critical. GK3 can transform digital marketing for alternative investment managers of all types.
Raising capital for real estate funds requires specialized expertise. At GK3, we’re experienced at marketing across the entire spectrum of real estate products, from registered and private funds to tax-advantaged strategies like 1031 exchanges, DSTs, and QOZs. We are also experienced across distribution channels from retail and institutional to online.
At GK3, we work with real estate sponsors to create digital marketing programs encompassing content, lead generation, and sales enablement to attract and retain investors.
Every asset manager faces stiff competition for flows or performance. To thrive, asset managers need to embrace digital marketing to reach investors where they are—online.
GK3 works with asset managers to hone their message and implement effective digital marketing programs. We deploy investment and compliance expertise to help you generate new leads, strengthen investor relationships, and drive AUM.