Advisor Operational Support
Dedicated to YOUR Success
True independence includes freedom from the burden of hiring and managing operations staff. Freedom Advisors systematizes and automates many functions and streamlines the entire process, making it easy to do business. We also provide experienced, expert, service-minded operations staff who get to know your practice and always answer the phone.
"My dedicated EQIS associate has consistently exceeded all my expectations and been an incredible member of my team. Response time is immediate, and not just sometimes, but always."
Partner Advisor in Denver
The endorsement contained herein is a single representation of an advisor.
The advisor was not compensated for this endorsement nor are they affiliated with EQIS.
Their experiences and opinions are their own and may vary from other advisors that work with EQIS.
At Freedom Advisors, we provide every advisor with the support they need to optimize the time they spend helping investors
Freedom Advisors service professionals handle your operational needs from account opening, funding and transfers, portfolio construction, account maintenance, and much more.
Optimizing Your Practice
Helping you manage and grow your practice is a top priority for us. We provide proven tools and resources to help you manage every aspect of your business.
Robust Integrated Service Center
Easily accessible across the platform, our service center makes it easy to do business, submitting instructions, tracking progress, making changes, entering notes, and communicating with your Freedom Advisors team.
Fast, Personalized Service
We’re proud to deliver our high-touch service to assist with all your business needs:
- Dedicated, professional team trained to provide efficient service
- Fast, accurate processing
- Direct, responsive communication via online chat, phone, or email
- Develop a relationship that’s adaptable, friendly, and reliable
Senior, Knowledgeable Staff
Personal assistance and guidance from seasoned financial services experts. Our Advisor Service Representatives and Relationship Managers:
- Have a combined 40+ years of hands-on experience to provide superior customer service and satisfaction
- Expertly handle administrative and back-office tasks
- Know processes and requirements inside and out
- Proactively go to bat for you to appropriately address and expedite urgent cases and monitor response from start to finish
Easy to Work With and Eager to Assist
Our team can arm you with information and talking points. They help you:
- Confidently respond to client questions about their accounts, paperwork processing, exceptions, and more
- Be prepared and comfortable handling any queries regarding complicated items, changes with money managers, or other operational issues
- Be the first to receive all communications before they are made public
What is True
Download now and learn more about how to control your destiny and your client experience.