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Our Philosophy
At E Square, we pride ourselves on being at the forefront of wealth advisory technology. Our dynamic approach to software solutions allows us to develop high-quality products that not only meet but exceed client expectations.
For new entrants in the financial intermediary business, we specialize in delivering cost-effective software solutions that are both reliable and efficient. By leveraging cutting-edge technology, we aim to empower our clients with the tools they need to navigate the complexities of the financial landscape successfully.
Our Products
RIA
An RIA offers personalized investment advice and portfolio management, charging fees instead of commissions. They are legally bound by a fiduciary duty to act in the best interest of their clients.
CFP
A CFP provides comprehensive financial planning, covering areas like investments, retirement, taxes, and insurance. They are certified professionals who follow strict ethical and professional standards.
MF
Distributes
MF Distributors sell mutual fund products to investors and earn commissions from fund companies. They help clients choose funds but are not required to act under a fiduciary standard.
Our Services
Entrepreneurship
User interface programmers/ developers / designers.
HR Services
System audit and cyber security
Configuration management, test and quality assurance persons.
IT infrastructure management
Compliance / Submission management
Application programmers
Compliance / Submission management
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Our Technical Support
Advisory business models are in an aggressive changing phase. You need an efficient platform to engage your clients from a strong technology provider.
Customized Software Development
Our in-house analysts and programmers excel in using advanced database tools to develop custom systems when standard packages fall short or require enhancements. By leveraging our standard software modules as a foundation, we deliver cost-effective, tailored solutions to meet specialized client needs.
Why Customisation?
We collaborate closely with customers to tailor our automation solutions to their specific needs, including customizing functionality, workflows, and processes; defining product configurations; adjusting visual elements (colors, logos, layouts, etc) integrating third-party application visuals; and developing additional features or capabilities.
Database and Client Server Development
Our Database and client server development services offer full life cycle database and Client/Server development resources that assists existing database administrators or take-on full life cycle developments. Our primary focus is on developing Database applications and Client Server applications
Get a Call
E Square enables all partners to build a strong relation between clients and intermediaries. We will make your brand known to the clients.