Equity Trust Company Streamlines Precious Metals Investing with Groundbreaking MetalsConnect Platform
CLEVELAND, OHIO, June 24, 2022
Equity Trust Company (Equity Trust), a leading, technology-enabled financial services company providing alternative asset custody in retirement and non-retirement accounts, announced the launch of MetalsConnect, a state-of-the-art, turnkey solution that makes it easy for precious metals dealers to connect their clients with this increasingly sought-after asset class.
The launch of MetalsConnect underscores Equity Trust’s commitment to a simplified precious metals investing experience. The groundbreaking platform automates operational tasks and eliminates tedious back-office work. With one stop, dealers can electronically connect with industry-leading IRA custodian Equity Trust, as well as wholesalers and storage providers, enabling their clients to invest in precious metals in a retirement or non-retirement account.
“MetalsConnect allows for a streamlined and simplified precious metals investing experience,” said Jessica Hunley, Director, Digital Products at Equity Trust. “The platform provides dealers a centralized place to manage the entire lifecycle of the client from account open and funding, to purchasing, liquidating, and storage of metals. It also provides their clients an easy-to-use site to self-service and monitor all of their accounts in one place.”
Equity Trust has fostered trusted relationships with metals dealers and intermediaries over the last 10 years, carefully listening to their challenges and needs. MetalsConnect is a culmination of that insight, combined with ground-breaking technology, that will allow dealers to take their business to the next level in an ever-changing landscape. The feature-rich platform is an essential tool for their business and client management, providing a variety of service model options, depository integrations, and information management tools.
Precious metals dealers have already begun to integrate with MetalsConnect to take their service, customization, user experience, and overall efficiency to the next level.
To learn more about how MetalsConnect can enhance your business, contact Kurt DeVries, National Business Development Manager-Commodities ([email protected], 216-538-6690).
About Equity Trust Company
Equity Trust Company is a financial services company that enables individual investors and financial professionals to diversify investment portfolios using alternative asset classes such as real estate, tax liens, private equity, cryptocurrency, and precious metals. Equity Trust Company evolved from a predecessor brokerage firm founded in 1974, to a directed custodian today with over 45 years of experience and more than $34 billion in assets (as of 8/31/21).