EquityZen Institutional

EquityZen Institutional allows professional investors and financial advisers to manage investments on behalf of their clients
through a streamlined, secure, and fully automated investment platform.

Everything in One Place

Research, portfolio management, and investment updates all in one place - a 360 degree view of your client accounts.

Communications

Keep track of client communications and investment updates.

Documentation

A central repository for all client documents, including tax forms and investment documents.

Transactions

Complete transparency into your client's positions, including performance updates.

Benefits

  • Keep track of client investments
  • Manage action items
  • Custom portfolio analysis
  • Communications in one place
  • Sync with third party custodians
  • Organize client documents

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