The Dispatch

Making it Easier to Do Business

Models are the Model!

Imagine all or nearly all your business was invested in a discrete set of carefully curated model portfolios covering the spectrum of client investment objectives and risk tolerances. Imagine the confidence you would have that over time your clients would realize the investment outcomes you hope for them, and the peace you will have with definitive models of portfolios that you can easily manage and maintain.

Imagine the practice leverage you would have with models purchased with one click and the ease of changes sweeping across hundreds of portfolios with one click.

You will soon be transitioned to our new platform, Freedom Advisors, which provides incredibly efficient model management technology. Part of this efficiency is attributable to the fact that the platform functions at the model level.

In preparation for the transition, we need to turn any unique portfolios you may have at EQIS into true models, available for one-click investing in more than one account. Your EQIS Business Consultant can help you accomplish this in an easy, systematic way.

As you add accounts at EQIS it must be into established models, whether one of the 300 pre-built models we now offer from 27 model providers, or one of your own models.

Your EQIS team will be reaching out as needed to set up your models or to convert unique portfolios. Meanwhile, as always, don’t hesitate to reach out to us to kick off this model work or for anything else.

In This Issue:

• State of the Markets   |   Aggressive Fed Move Rattles Markets
• Making it Easier to Do Business   |   Models are the Model!
• EQIS News   |   EQIS Acquires 3D/L to Form Freedom Advisors
• Manager Spotlight   |   Why “Market” Returns Can Be Misleading
• Your EQIS Team   |   Meet Sammy Viani
• Best Practices   |   5 Questions to Delegate More Effectively

See The Dispatch Archive

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