Transformative technology
Supporting you, your way
Osaic is built to support your business, however you choose to run it.
- As a sole proprietor, team, or enterprise using Osaic’s Corporate RIA
- As an owner and operator of your own RIA
- As a Financial Institution, or as part of a Financial Institution
- As a W2 employee of Osaic
Keep a personal touch with your clients
I wanted to make sure the technology I was looking for wasn’t going to replace the relationship I have with clients.
I wanted to make sure that I had technology to make doing business with my clients easier; to e-sign a form, jump on technology to do a transaction or make an update. I want my clients to look at me and know I’m the person that has the knowledge and digital technology that Osaic is offering, because it allows me to keep the relationship I need but deliver it in a seamless way.
I wanted to make sure the technology I was looking for wasn’t going to replace the relationship I have with clients.
I wanted to make sure that I had technology to make doing business with my clients easier; to e-sign a form, jump on technology to do a transaction or make an update. I want my clients to look at me and know I’m the person that has the knowledge and digital technology that Osaic is offering, because it allows me to keep the relationship I need but deliver it in a seamless way.
With eQuipt, you can:
- Open and manage multiple account types including brokerage, fee-based, and more
- Gather the right paperwork and complete it without guessing which forms are required
- Reduce NIGO’s and errors with automatic alerts
- Easily fund new accounts with journals, ACHs and ACATs at the time of account opening
- Send an eSignature to your client with a click of a button
Meet OneHub
OneHub brings you an easy-to-navigate portal where you can access, review, and manage your day-to-day activities.
*Includes all registered and licensed women affiliated with Osaic.