Easier Is Better

WE HELP MAKE ALTERNATIVE INVESTING EASY FOR YOU AND YOUR CLIENTS

Choosing the right custodian for your clients’ assets is one way to make the alternative investment process as easy as possible.  

For decades, Equity Trust Company has been making it easier for investment professionals to diversify client portfolios with alternative assets.  Our goal is to make custody simple and cost-effective for our clients. Several benefits set us apart:  
  • Seamless integration with your systems.  The back-office transition to our platform is efficient and effective. Our bulk transfer process provides streamlined movement of large portfolios. 
  • White label options. We’ll customize your services to keep your brand at the forefront of all your client-facing activities. 
  • State-of-the-art account monitoring. New myEQUITY offers single sign-on for real-time access to all your clients’ accounts and transactions, as well as online account changes.
  • Complete suite of services. As a full-service provider, we offer the full scope of qualified and non-qualified accounts, as well as back office support and UBIT tax preparation for impacted clients. 
 

Alternative Investments Require an Alternative Custodian

Equity Trust reduces the complexities of investing in alternatives by handling the administrative details so you don’t have to.  We custody alternative assets in qualified accounts as well as non-qualified after-tax accounts, including Traditional, Roth, SEP and SIMPLE IRAs as well as 401K plans. 
  • For a single all-inclusive annual fee, your investors receive unlimited investment transactions without the hassle of tracking changes for various account activities. 
  • We take the work and worry out of handling administrative details, so you can confidently fomakcus on your clients’ needs.
 

Account Information at your Fingertips

State-of-the-art myEQUITY online account monitoring system provides real-time, round-the-clock access to your clients’ accounts with the reports you need always at your fingertips. 
  • Single sign-on provides access to all your clients’ accounts
  • e-Signature for efficient processing
  • Streamlined online account opening process 
  • Data aggregation onto other technology platforms
  • Convenient online forms for investment purchases and account changes 
 

Single Point of Contact 

Qualified firms will be assigned a Relationship Manager (RM) to assist with day-to-day questions on behalf of your client accounts, providing a single point of contact to meet all your service needs efficiently and effectively. 
  • Your RM will provide a consolidated view of your current and former transactions and will be proactive in addressing your future account-related needs 
  • Administrative support, backed by real time information
  • An exceptional client experience
 
Request more information about how Equity Institutional can help you take your alternative investment business to the next level and provide your clients with peace of mind. 
 
Contact us today at 800-955-3434 (option #1).