Open and fund new brokerage and advisory accounts.
Say hello to eQuipt
Client onboarding. Elevated.
One platform. Four solutions.
Manage agreements and invoicing for your planning client relationships.
eQuipt will revolutionize the way you do business. Watch the video to find out how!
With eQuipt your clients can now securely complete ALL required paperwork in an integrated eSignature function within the Client Portal. Say goodbye to paper!
You, or your office administrator, can now conduct full end-to-end account opening, including; initial prospecting, investment recommendations, and all necessary digital paperwork to successfully open and fund an account.
This user-friendly platform is designed to bring your client’s entire financial picture into focus. eQuipt Client Portal allows your clients to access their financial accounts with a modern user interface and simplified experience.