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EQIS empowers Financial Advisors with asset management, practice management, marketing and administrative services seamlessly integrated into a user-friendly, online technology platform that helps improve productivity, enhance client satisfaction, accelerate business development, and drive profitability.

ScreenShot of Held-Away Data in EQIS system

Case Study With An EQIS User
Chris Bach, Founding Partner                                                                            

WealthCloud Partners

  • AUM: $10 million
  • Founded: 2010



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?