A digital (r)evolution > eQuipt
eQuipt New

The (r)evolutionOneHubeQuiptWMP
SAVE TIME WITH SEAMLESS INTEGRATION

Why eQuipt

The digital (r)evolution continues with eQuipt (New), offering time-saving features that allow for seamless integration with other Osaic technology, automatic checks, and digital delivery of paperwork.

We'll continue to evolve and enhance this platform based on your feedback!

Save time

A clearer and cleaner interface for navigating through the new account opening workflow.

Seamless integrations

Integrates with our other technology, like eDelivery, NFS and Pershing, so that your experience is seamless.

Automatic alerts

Reduce NIGOs and errors with automatic alerts in the new system.

Platform of choice

Continued investment into the platform to make enhancements based on your feedback.

News & updates

For the full list of recent updates, log in to OneHub and get the details. To see updates from previous weeks, review the archives.

TECH RELEASE NOTES

October 25

New eQuipt improved the experience of funding Pershing accounts through internal transfer by automatically sending instructions, eliminating the need for manual processing. Read on for the full list of new eQuipt releases from the week.

TECH RELEASE NOTES

October 7

New eQuipt released several important improvements this week. Read on for the list of details.

TECH RELEASE NOTES

September 30

The latest release shows improvements to new eQuipt in data mapping and data validation to enhance the consistency of the platform. Read the full list of updates.


TECH RELEASE NOTES

September 19

New eQuipt's release addressed over 30 items, resulting in improved consistency of the new eQuipt app experience and data display. Read the details about our latest technology updates.


TECH RELEASE NOTES

September 9

The most recent release in new eQuipt helped resolve a number of incidents reported through Support Center and Service related to account opening and account management. Read the details about our latest technology updates.


TECH RELEASE NOTES

August 26

Wealth Management Platform (WMP) announces several enhancements this week, and the new eQuipt Account Supervision Queue has improved functionality. Read the details about our latest technology updates.

TECH RELEASE NOTES

August 19

The new eQuipt has undergone multiple enhancements and resolutions this week, along with a helpful new capability in Support Center. Read the details about our latest technology updates.

One place for all account supervision: new eQuipt!

Beginning July 29, accounts opened within Client Central or eQuipt for New Accounts will be available in new eQuipt, replacing the use of Salesforce Account Supervision. Whether accounts have been opened in the new eQuipt, eQuipt for New Accounts, or Client Central, all account supervision will be in the new eQuipt Supervision Queue.

If you're a financial professional or registered/non-registered admin
If you're a First Line Supervisor
Training opportunities
Frequently asked questions
THE JOURNEY

What's next for the new eQuipt

As part of our mission to make your day-to-day easier, we're constantly working to make enhancements to the new eQuipt. Check and see what's planned for the year!

SEE THE JOURNEY

Resources

These resources are only available to Osaic-affiliated Financial Professionals. To access the resources, please log in to OneHub.

VIEW RESOURCES
Overview

Get a quick overview of the new eQuipt in this flyer.

Comparison chart

See a snapshot of features in new eQuipt and other tools.

Frequently asked questions

Get answers to the most commonly asked questions on the new eQuipt.

Interactive Training Guide

See the interactive training guide in Learning Corner to go directly to the section you need.

Hear from your peers

  • I like the new eQuipt.

    It flows better with checkmarks so you don’t forget anything, the page layouts and text are easier to read, and now you can go back and edit past screens.

    Patty Cocozza
    Financial ProfessionalFirst Financial Services
  • I like the new eQuipt.

    It flows better with checkmarks so you don’t forget anything, the page layouts and text are easier to read, and now you can go back and edit past screens.

    Patty Cocozza
    Financial ProfessionalFirst Financial Services
QUESTIONS & FEEDBACK WELCOME

We're here for you

For additional questions on the new eQuipt, contact your dedicated support line at 1- 800-821-5100, prompt 7.

If you would like to give us your feedback on the new eQuipt, we want to know! Fill out this brief survey and let us know your thoughts!

Feedback welcome

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