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The eQuipt client onboarding/account management platform integrates clearing firm, advisory platform, CRM, and account opening systems into one intuitive, end-to-end digital solution.

From initial prospecting and investment recommendations, to accessing data and generating proposals on the Wealth Management Platform, eQuipt is your one-stop resource to successfully open and fund an account with your clearing firm.

No paper. No duplicative tasks. No NIGOs… eQuipt Represents Next-generation Efficiency for your Business and your Clients.