The Dispatch

Making it Easier to do Business

EQIS Always Answers

If you forego hiring your own full-time staff and instead outsource back-office operations and administrative support to a TAMP partner the outcome must be that the expertise, efficiency, accuracy and responsiveness far surpasses what you would have with your own local staff. When faced with a complex or time-sensitive issue that you need to speak with a person to resolve, the last thing you want to experience is complicated call trees, long hold times, or routing to a generic voicemail box.

EQIS makes it easy to connect with an expert via the method you prefer, whether by phone, chat, email, or right on the platform. The EQIS Advisor Services team has over 100 years of experience processing all forms of operational functions including account opening, transfers, cash management, trading, client communications, and ongoing account maintenance.

At EQIS we understand the value of a financial advisor and do all we can to free our advisor partners to do what they do best. Here is a quote from one of our advisors:

"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."

EQIS always answers. 

If you have questions, please contact Advisor Services at support@EQIS.com or 800-949-9936 and pressing 2.

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.

In This Issue:

• State of the Markets   |   Stocks Rally as Fed Begins Rate Hikes
• Making it Easier to do Business   |   EQIS Always Answers
• Manager Spotlight   |   Hedging Strategies for a Volatile Market
• Your EQIS Team   |   Meet Michael Mooney
• Best Practices   |   How to Most Effectively Use Your Time

See The Dispatch Archive

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