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