eQuipt Dashboard

Client maintenance. Your digital solution.

ENROLL CLIENTS IN eDELIVERY


Easily invite your clients and prospects to “Go Paperless” and enroll in eDelivery. This feature helps you satisfy the new disclosure requirements from Reg. BI: Form CRS and the new Firm Brochure using the eConsent tool.

SYNC DATA WITH CLIENT TOOLS

In the eConsent tool, your client and prospect emails are populated from either Client Central or Salesforce. You can also add and edit emails in the eConsent tool, and it will repopulate back to Client Central or Salesforce within 24 hours.