We’re Here For You
Regardless of the size of your firm, you’ll work with a dedicated Relationship Manager who knows you and your business. We’re committed to increasing and enhancing your efficiencies by ensuring questions and requirements are taken care of in a timely manner. Our transition team will help you navigate the process of switching platforms. Working together, we will develop a transition plan, generate signature ready forms for your clients, and create a customized client portal for your firm.
“Access to a custodian with such a robust and integrated portfolio performance reporting solution played a key role in my decision to move to EAS. The system is something I could not get at other custodians and it helped me really cut down on my overhead.”
Feedback from our 2019 Advisor Satisfaction Survey:
“Customer Service is amazing!”
“Great overall solution & management is very helpful when needed”
“I feel like this is a very user friendly company and always receive the support I need”
“Not having all assets on one platform was stunting our growth. Since making the move we have seen a significant increase in client referrals. Clients are truly enjoying the simplified view of all of their assets on one platform.”
“We love the single point of contact at EAS. Talking with multiple people at our other custodians makes it more difficult to get things done.”
“I’m not a large advisor but the team at EAS makes me feel like one.”
Dedicated Relationship Manager
Automated Advisor Billing
Be There For Your Clients
We take care of the heavy lifting, allowing you to focus on increasing wallet share and attracting new clients. Let us help you design a service model that works for you.
Trades can also be settled T+1, making it easier to rebalance a model portfolio with both ETF’s and open ended mutual funds.