ScreenShot of Held-Away Data in EQIS system
Case Study With An EQIS User
Chris Bach, Founding Partner
Improve Your Close Ratio- Present a custom proposal that contains 21 asset categories, including tactical, plus your own branding
Increase Your Sales Capacity- Analyze existing investments and compare to recommendations in less than five minutes
Reduce Hassles and Overhead- Free your time with e-sign paperwork, auto-billing, auto-reporting, and auto-document archiving
Market Your Services - Accumulate up to 5 basis points/year on assets in our Partner Reward's Club
Want to learn more about how ByAllAccounts and EQIS work together?