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Company Contact Us Log In Freedom Advisors Freedom Investors EQIS and 3D/L come together to form Freedom Advisors. Learn More Toggle navigation Platform Investments Operational Support Retirement Resources Schedule a Demo Company Contact Us Log In Freedom Advisors Freedom Investors Freedom Advisors Freedom Advisors TAMP for Independent Advisors & RIAs The most modern, seamless turnkey asset management platform (TAMP) with a curated model marketplace and high-touch service. Freedom Advisors helps you achieve true independence for your advisory practice. Schedule a Demo Learn More About Our Platform ➝ Investment Due Diligence: DIY or Outsource to Experts? As an independent financial advisor, the responsibility falls squarely on your shoulders to ensure that your clients’ interests are protected and their financial futures secure Learn More Trending Nuveen Small Cap Select A compelling approach for investors seeking to tap into the growth potential and alpha generation opportunities within the small-cap universe. Learn More 3 Functions to Outsource to Grow Your Advisory Practice Outsourcing some or all time-consuming and complex business functions to the right partner who knows you and your practice is the quickest and easiest way to scale your practice and free you to spend your time where you can have the greatest impact and make the biggest difference. Download Guide Previous Next Do Business the Way You’ve Always Wanted You want control over your business to do what’s best for your clients. Having your own turnkey asset management platform through Freedom Advisors provides access to premier investment partners, options to select your custodians, and service and marketing teams at your fingertips. The freedom to do business your way is within reach. Your own brand Everything in one place Easy to do business Expert operations staff Wide selection of investments Household view Modern, secure technology Competitive and flexible fees Our Platform Everything White-Labeled With Your Brand Putting you front and center in the client relationship. We operate in the background. The platform has your logo. Our marketing materials are yours: with your logo, your branding, and your contact information. You select which pieces to use and how you want to use them, showcasing your practice in the best possible light. Curated Model Marketplace Select from 600 pre-built models from 100 model providers. Our Investment Solutions Custodian Choice Select from fractional share and whole share custodians. Democratizing Wealth Management The value of fractional share investing Discover how to access for your clients a world of premier investment managers historically out of reach for all but high-net-worth investors. Download Guide Group Retirement Plan Services If you’ve ever thought about offering your business owner and executive clients group retirement plan services, now is the perfect opportunity to do so. Through our Group Retirement Plan Services, Freedom Advisors gives you the resources, tools and support in partnership with some of the most recognized plan service providers. Learn More Your Team It is not enough that it is easy to process business self-service on the platform. Our large, experienced service team is your team, eliminating the need for operations staffing. Our Operational Support Discover the Speed and Simplicity of the Freedom Advisors Platform Are you mired in the labor-intensive, time-consuming processes of: Opening accounts & completing transfers Finding forms & collecting signatures Following up to ensure others do their work Constructing portfolios In Freedom Advisors’ 30-Second Video Series you’ll discover how simple it is to accomplish many of your most frequent tasks with remarkable ease and speed. Watch Video Series Resources Investment Commentary Muni Rich, (After-Tax) Yield Poor May 2024 Investment Commentary: The Freedom Advisors investment team had an opportunity to meet with JPMorgan Asset Management for an Learn More Blog Investment Due Diligence: DIY or Outsource to Experts? As an independent financial advisor, the responsibility falls squarely on your shoulders to ensure that your clients’ interests are protected Learn More Blog Leveraging Blended Benchmarks for a More Relevant Performance Evaluation Advisors continue to combat the media-driven focus on the S&P 500 Index, which is rarely representative of an investment portfolio Learn More See All Resources Freedom Advisors offers a curated model marketplace in its turnkey asset management platform (TAMP) to hundreds of RIAs and independent advisors. 600 Model Portfolios 100 Money Managers 600 Independent Advisors What True Independence Feels Like With Freedom Advisors, you’re in control. Get started today. Schedule Your Introductory Call Freedom Advisors is proudly powered by WordPress Freedom Advisors offers a turnkey asset management platform (TAMP) with a complete portfolio management solution, comprehensive outsourcing of operations, and high-touch service to help advisors run efficient practices and deliver superior outcomes for their clients. Connect contact@freedomadvisors.com 1-800-949-9936 Schedule Demo Contact Us Legal Privacy Notice Terms of Use Form CRS Social Media Use & Guidelines This website is for investment professionals only. It is not intended for retail investors. Retail investors who are interested in our investment services should contact a financial advisor. © 2024 Freedom Advisors. All rights...