Investment Platforms

It has never been easier to connect investors with alternative assets. EquityConnect enables you to easily establish and manage retirement and non-retirement accounts, all in one place.

This state-of-the-art, turn-key solution is designed for advisors or platforms interested in providing their clients with access to the world of alternative assets. EquityConnect includes a suite of customizable APIs and account management capabilities that simplifies investing.

EquityConnect allows you to:

• Expand entry into the multi-trillion-dollar IRA market by providing an easier way to invest
• Maintain and control your own client experience
• Choose the integration level that works best for your firm and clients
• Utilize immediately available APIs including Account Open, Transfer, and Purchase
• Accept IRA funds on your platform within days with non-API options such as co-branded website or dedicated link
• Remove duplicative efforts, saving you time

As a regulated trust company, we adhere to the strictest standards to protect investors.

• Industry-leading cyber-security tools, practices and technology
• Multi-factor authentication practices verify our clients’ identities
• Comprehensive business continuity plans
• Continuous employee education on ever-evolving cyber-security threats
• Completed the SOC (Service Organization Controls) 1 Report, issued by the American Institute of CPAs (AICPA).
• The report demonstrates our commitment to internal controls over finance reporting
• Regulated as a South Dakota trust company and compliant with all statues and regulations mandated by the South Dakota Division of Banking.