The Dispatch

Introducing EQIS to Your Clients

Although we strive to keep your brand front and center and will increasingly highlight Freedom Advisors as the platform brand, in the end the clients for most of you are signing the EQIS Investment Management Agreement and being billed the EQIS Platform Fee because the official registered investment adviser remains EQIS.

Therefore, we will continue to provide you the below pieces for your use when you determine it would be beneficial or your client asks about EQIS. We provide both EQIS-branded versions as well as versions that you can label with your own branding.

They can be found in the Resource Center (Marketing Materials/Client-Facing Materials/Introducing EQIS) on the Freedom Advisors platform, and feel free to reach out to your Consultant for more information.