Financial Advisory and Wealth Management

Unifying Investment Strategy, Research Collaboration, and Market Insights for Wealth and Advisory Excellence

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Analytical tools and live dashboards keeping you informed

Stay informed with live interactive dashboards delivering real-time news, market prices, and events. Effortlessly access up-to-date financial statements and the latest company earnings with ease.

Market Tracker and Live News
Model Portfolio Management

Streamline your model portfolio management with EquityRT

Effortlessly set up and monitor portfolio performance using intuitive, visually organized dashboards that keep you updated on returns, asset allocation, and volatility.

Design the best Investment Strategies for your clients

Utilize EquityRT’s powerful Strategy Builder and Backtesting tool to create data-driven, fundamental-based investment strategies. Assess their success with precision and move closer to achieving your clients’ investment goals through this innovative approach to strategy construction

Portfolio Strategy Builder
Strategy Backtesting

Transform Your Investment Screening Process

Create and save custom stock screeners aligned with your organization’s investment strategy. Explore EquityRT’s peer comparison tools and financial health insights to uncover promising investment opportunities with ease.

Screener
Collaborate strategies with teams

Seamless Collaboration for Advisory Teams

EquityRT empowers advisory teams with tools for efficient collaboration by enabling the sharing of watchlists, screeners, charts, and reports directly within the platform. This fosters consistency in advice and engagement, ensuring a unified approach to serving wealth and advisory clients.

Plug in and empower — no lengthy onboarding or training required.

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