Welcome to the inaugural issue of The Dispatch! Advisors have expressed that they are interested in a variety of topics, and so we are expanding beyond our weekly market commentary. Regular themes will include manager spotlights bringing timely investment insights from our now 100 money managers, tips for making it easier to do business, personal profiles of members of your EQIS team, and advisor best practices, with feature pieces mixed in over time largely by advisor request.
We will often use this opening space to share special messages, announcements and alerts. I thought I would take this inaugural opportunity to share some updates.
First, with the help of some trailblazing advisors, we have finally completed our exhaustive testing and refinements to your new platform Freedom Advisors and rollout has begun. Expect to receive an invitation for your personal transition, which we expect to complete by the end of April, with some advisors transitioning each week. As a reminder, here are highlights of some of the many enhancements included.
One of the clearest and most popular requests from our advisors, and a guiding principle for us, is Make it Easier to Do Business, leading to it being one of the weekly themes in The Dispatch going forward. Of course, a key feature of the new Freedom Advisors platform is to make it easier to do business, but we also provide to you integration with custodians and rely on their systems, policies and procedures. Although the new platform has other custodians available, I want you to know that we recognize that all your business with us today is on the Goldman Sachs custody platform. Significant improvements have already been made following the substantial investments Goldman Sachs continues to make and much more is to come. We are working with them daily to improve processes and increase responsiveness while maintaining quality.
I will wrap up on the topic of the volatile and uncertain economic, market and geopolitical environment you are navigating through with your clients. You have laid the groundwork for times like this. You worked hard to prepare your clients, ensuring that they understand the importance of looking past short-term price swings up or down and to focus on the long-term path to funding their lifetime financial goals. If your clients are on track, tell them. If this drop in value of their financial assets momentarily has them below plan and off track, tell them. If they want to talk, be accessible. Now is the time the value of an advisor shines through. As always, please let us know what we can do to support your efforts to navigate this environment.
I hope you find The Dispatch valuable and, on behalf of your entire EQIS team, I invite you to share with us your feedback and topics for future issues.
Regards,
Bob
LF1569
860-291-1998
Schedule Demo
