Enhancements Introduced with Freedom Advisors

Expanded Investment Offering

• Dozens more professional money managers
• Hundreds more investment strategies
• Thousands more investment vehicles

Model provider fees separated from the EQIS Platform Fee bring many benefits and choice:

• Opportunity for lower total fees
• Lower EQIS Platform Fee if you remain invested as you are today
• Lower investment management fees for UMA models with sleeves already in pooled vehicles
• Options for significantly lower fees by selecting low cost single-sleeve ETF models
• Potentially higher fees if investment models or strategies with higher fees are selected
• Potential for lower EQIS Platform Fee if higher household asset thresholds are met

Modern, seamless technology makes it easier for advisors to do business

• Centralized view of all client information and history for easier access and quicker answers
• Householding of all accounts, including those held away from EQIS, for viewing and reporting
• More robust performance reporting integrated for easy access
• Recurring instructions automation, such as regularly scheduled investing or withdrawals
• Seamless workflow with guardrails to decrease errors and expedite processing
• Improved tracking, reporting and recordkeeping to keep you informed of what’s happening
• Easier processing of model changes across all relevant accounts
• More qualified custodian choices for safekeeping of accounts

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