Say hello to eQuipt

Client onboarding. Elevated.

What financial professionals are saying...

Game Changing

"eQuipt has completely changed the way we do business! This platform is so user-friendly that our 89-year-old client in Virginia uses it without any trouble to get his paperwork back over to us!"

Eliminated NIGOs

"Our NIGOs have been reduced to almost zero. Our RMD process is streamlined. We never forget to route a document, because it happens automatically. All of this, and more, has cut down our in-office processing work."

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How can eQuipt help you?


eQuipt will revolutionize the way you do business. Watch the video to find out how!

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USE eSIGNATURE TO SAY GOODBYE TO PAPERWORK

With eQuipt your clients can now securely complete ALL required paperwork in an integrated eSignature function within the Client Portal. Say goodbye to paper!

STREAMLINE YOUR ACCOUNT OPENING

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.

CONNECT WITH AN INTUITIVE CLIENT PORTAL

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.