In this issue, we focus on the digital journey at Osaic and how we are improving our solutions and increase their effectiveness to enhance your business in a variety of ways

We have been listening and engaging with you over the first half of 2024. One of the themes is the evolution of our digital platform – specifically on eQuipt.

Our Advisor Engagement team members are submitting your success stories, and we want to continue to highlight those and celebrate together as one.

Osaic is actively incorporating your feedback in all that we do to enhance your experience.

Learn how we’re cultivating communities across the Osaic network in support of you and your business.

As we embark on a bold new year, we continue to be grateful for your partnership, your business, and the opportunity to serve you.

2023 has been an incredible year of progress and transformation, and we couldn’t be more grateful for your partnership.

Welcome to the first edition of Osaic Connections—a new monthly newsletter designed to keep you informed and connected to the great things happening at Osaic in support of your business and your growth.