Instant Tracking of Deposits and Withdrawals

Making it Easier to Do Business

Each morning are you checking the Client Asset Flows notecard on your home page Dashboard? It reports all inflows and outflows of securities and cash for your client accounts. You can then easily click on the client name and be in the account.

If you don't see Client Asset Flows on your Dashboard, click upper right "Manage Dashboard" and drag it up.

Let us know of other easy tracking you need. There is a good chance it is already available on the platform and we will show you where. If it is not available, we will add it if at all feasible.

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