The Dispatch

Making it Easier to do Business

Are your account set ups and transfers too labor intensive?

Do you find yourself mired in the labor-intensive, time-consuming process of completing account and transfer paperwork, finding the right forms, chasing down client signatures, and following up to make sure others complete the steps needed to move accounts?

This is not your highest and best use as an advisor, but if you are all alone you are forced to do this work because no one else cares as much to get it done right and on time.

If this is your experience, it is time to partner with EQIS. Although we have easy-to-use digital account opening technology, there is no avoiding some level of human intervention. Our large team of operations professionals take on this work, and not part way – all the way. If you permit, we will deal directly with your clients to gather administrative level information, complete paperwork, and get the accounts set up and transferred.

If you have questions, please contact your Business Consultant or Advisor Services at support@EQIS.com or 800-949-9936 and then press 2.

In This Issue:

• State of the Markets   |   Has US Inflation Peaked?
• Making it Easier to Do Business   |   Are You Mired in Paperwork?
• Manager Spotlight   |   Windward Capital Management Co.
• Your EQIS Team   |   Meet Brittney Zapor
• Best Practices   |   What Do You Believe?

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