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Overall User Rating
By EQIS
1299 Fourth St.
San Rafael, CA 94901
Contact
James Mikulski
(800) 949-9936
| Custodial platforms | Folio Institutional |
| Types of software and/or technology services included | CRM, Portfolio management, Portfolio re-balancing, Document management, Compliance, Account aggregation |
| Description of product/services | EQIS provides access to over 70 portfolio managers, 21 different asset classes, and strategic and tactical managers with fully integrated technology to help create efficiencies and drive profitability for an adviser's practice. |
Integration information for each product was directly provided by its vendor. Rankings were determined from the results of the InvestmentNews Adviser Technology Satisfaction Survey featured in the Aug. 22, 2011 issue of InvestmentNews. Rankings will be updated annually.
To be included in the directory, submit your product here. For questions, please contact the InvestmentNews Data team at IN-data@investmentnews.com.
For information about an enhanced product listing, please contact Whitney Man at (212) 210-0451 or wman@investmentnews.com.
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