The Dispatch

30 Seconds or Less

Get Your Models Loaded

One of the most powerful functions in the Freedom Advisors platform is the speed at which you can process investments. In most cases, it takes 30 seconds or less to make a new investment, submit allocation changes, raise cash, etc.

This time-saving process requires true models. It does not work if your accounts have unique portfolios — holdings and weights that are different than all other accounts. Going forward, unique portfolios for individual clients will no longer be supported. Every account has a non-managed sleeve in which you can place securities, but for managed portfolios you must either use one of our 350 pre-built models from 27 model providers or, if you qualify for the Advisor-Built Model service, get your own custom models set up on the Freedom Advisors platform.

Easy Steps to Efficiency:

1. 1. Select models — Choose from an extensive and diversified offering of pre-built models, or your own models, if eligible.
   2. If using your own models, work with your EQIS Consultant to get the models established and into Freedom Advisors.
   3. Subscribe your accounts to a model.

We will help you every step of the way. Whether it is helping you choose from the selection of model providers and pre-built models or guiding you through your own model-creation process, we are here to assist. Contact Advisor Services at support@EQIS.com or 800-949-9936 and then press 2.

Advisor Pre-Built Models are only available to Financial Advisors with a Co-Advisor relationship.

In This Issue:

• State of the Markets   |   US Job Growth Surges Ahead of Estimates
• Lower Expenses Now   |   Household Clients For Lower Fees!
• 30 Seconds or Less   |   Get Your Models Loaded

See The Dispatch Archive

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