3D/L and EQIS come together to form Freedom Advisors

Learn More

3D/L and EQIS come together to form Freedom Advisors

Learn More

We’ll handle it in meticulous detail. And you’ll be free to grow.



3D’s Managed Account Platform
(3D MAP)

Full Back Office

Outsource all aspects of the investment administration process. Account set-up, transfer, admin, trading, billing & reporting.

Investment Flexibility

Customized cash positions and non-model securities; Convenient UMA structure for multiple strategies.

Direct Support

High touch personal support. Meticulous attention to detail.

Transparent Fees

Customizable advisor compensation. Advisory fees paid monthly.

Account Management

White-glove service: Dollar cost averaging, transfer in kind, RMD tracking and alerts & more.

Portal Access

Quick & secure client access to customized account information and reporting; Full advisor access to book of business, reporting engine & document storage.

Easy Onboarding

Simple automated on-boarding. Convenient recordkeeping with Investment Policy Statements.

Comprehensive Reporting

Quarterly performance reporting with custom report options. Reporting at household, account, and sleeve-level UMA.


Choice of custodians
Multiple pricing options