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Don’t let complicated or cumbersome processes get in the way of growing your business. We make opening and managing accounts easy with our industry-leading account management system and integration capabilities. Choose the technology solution that best fits with your account-management needs.
Simplify your processes and maintain a clear line of sight of your book of business with myEQUITY.
myEQUITY enables you to:
With our help, you can provide your clients with a simplified account-open process – and one that keeps your brand front-and-center.
Available services include:
Our most advanced solution, myEQUITY Connect API integration, provides you and your clients with the easiest, quickest way to open an Equity Trust account. Launch the account-open process right from your website or platform for a convenient, smooth customer experience. The custom link on your platform can automatically populate your firm as the third party on the account.
Our solutions are customizable: depending on your needs, API integrations can be developed to accommodate two-way data flow.
Schedule a Conversation
Learn how our custodial and technology solutions can help simplify your alternatives investing. Schedule a conversation or call:
SCHEDULE A CONVERSATIONChoose option 2 to discuss how these integrated solutions could work for your business.
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