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"Empowering the Future of Wealth"
"End-to-end solutions for advisors, institutions, and innovators in finance."
"Advisor Tech That Works Smarter"
"From compliance to CRM to trading—manage everything from one powerful platform."
"Precision Wealth Management for Every Strategy"
"Custom indexing, seamless onboarding, and model portfolio marketplaces."
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Why Choose
E Square ?
All-in-One Wealth Management Platform – Manage, track, and optimize investments effortlessly.
AI-Powered Intelligence – Predictive insights and smart analytics for better decisions.
Seamless Integration – Multi-custodian accounting, CRM, and compliance tools.
End-to-End Financial Solutions – From wealth planning to automated billing.
Trust & Security – Built with precision, reliability, and compliance at its core.
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Why We Lead the Future of Wealth Tech
We simplify wealth management with
powerful technology, AI-driven insights,
and an intuitive interface.
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High standards
At Esquare, we have high standards, all forms of transactions will be processed professionally, so that Esquare users feel safe and comfortable
Simplicity
We guarantee the ease of transactions at Esquare, so that users will have convenience in transactions
Transparency
We will report all forms of transactions as they are, transparency is very important to grow the trust of Esquare users
Invention
We will report all forms of transactions as they are, transparency is very important to grow the trust of Esquare users
Advantages from
E Square
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"Empowering you with latest technology - You Focus on Your Core Activities While We Handle Your Technology Needs Streamline your workflow, empower your business, and enhance client satisfaction with ease"
Registered Investment Advisors (RIA)
Research Analysts (RA)
Alternative Investment Funds (AIF)
Portfolio Management Services (PMS)
Mutual Fund Distributors (MFD)
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"Empowering you with latest technology - You Focus on Your Core Activities, While We Handle Your Technology Needs.
Streamline your workflow, empower your business, and enhance client satisfaction with ease"
Registered Investment Advisors
(RIA)
Research Analysts
(RA)
Alternative Investment Funds
(AIF)
Portfolio Management Services
(PMS)
Mutual Fund Distributors (MFD)
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Reporting
All-in-One Portfolio View Gain unparalleled clarity and control over your clients’ portfolios
All Asset
Classes
Seamlessly track stocks, mutual
funds, bonds, PMS, AIFs, and more.
Family
Aggregation
View and manage multiple portfolios grouped by family.
Automated
Imports
Import data from broker files, CAMS, MF APIs,
and more.
Financial
Data
Stay ahead with accurate market data and corporate action updates.
Detailed Performance
Reports
Holding summary, XIRR reports, MIS reports, performance reports with risk analytics
Accounting & Tax Reports
Cash ledgers, fee ledgers, Balance sheet and P&L reports
Visual
Insights
Present portfolio performance using intuitive graphs and charts.
Capital gain
Reports
Cover all assets and calculate in line with corporate actions and grandfathering
Fund
Accounting
Enables PMS with custodian level fund accounting
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Onboarding
Effortless Client Onboarding,
Simplify your onboarding process while ensuring regulatory compliance
Model Portfolios
Craft strategies that resonate with every client’s unique goals. Do a back test and analyse the risk. Make necessary rebalance with thresholds and calendars
Fees Management
Streamlined Fees Management
Take the complexity out of fee calculations and invoicing.
Trade Execution OMS
Bridge the gap between strategies and execution.
Reporting
All-in-One Portfolio View
Gain unparalleled clarity and control over your clients’ portfolios
All Asset Classes
Seamlessly track stocks, mutual funds, bonds, PMS, AIFs, and more.
Family Aggregation
View and manage multiple portfolios grouped by family.
Automated Imports
Import data from broker files, CAMS, MF APIs, and more.
Financial data
Stay ahead with accurate market data and corporate action updates.
Detailed Performance Reports
Holding summary, XIRR reports, MIS reports, performance reports with risk analytics
Accounting & Tax Reports
Capital gain reports , cash ledgers, fee
ledgers, Balance sheet and P&L reports
Visual Insights
Present portfolio performance using intuitive graphs and charts.
Capital gain Reports
Cover all assets and calculate in line with
corporate actions and grandfathering
Fund accounting
Enables PMS with custodian level
fund accounting
Model Portfolios
Craft strategies that resonate with every client’s unique goals.
Do a back test and analyse the risk. Make necessary rebalance with thresholds and calendars
Customizable Portfolios
Design tailored portfolios to match investment strategies.
Backtesting & Rebalancing
Use historical data to validate strategies
and rebalance as needed.
Performance Tracking
Keep clients informed with real-time updates and performance metrics.
Fees Management
Streamlined Fees Management
Take the complexity out of fee calculations and invoicing.
Daily Average AUM, Hurdle Rate & High-Water Mark Options
Flexible fee models tailored to your business.
Tiered Client Pricing
Set pricing tiers based on client type or assets under management.
Automated Invoicing & Accounting
Save time with accurate and efficient invoicing solutions.
Trade Execution OMS
Bridge the gap between strategies and execution.
Broker Connectivity
Execute trades directly within your model
portfolios.
Real-Time Rebalancing
Ensure portfolios stay aligned with clients’
goals, even in changing markets.
Automated Invoicing & Accounting
Daily Average AUM, Hurdle Rate & High-Water
Mark Options
Testimonials
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Drew Carlyle
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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.