Broker Check

Advisor Group’s eQuipt is a Quantum Leap in Onboarding Technology

From Wealth Management Today:

The system provides advisors with the flexibility to hand-off specific onboarding events to the client, collect profile and suitability information and then make recommendations based on that data. It allows advisors to be more agile by leveraging the latest technology to drive a great overall experience.

Read more on Wealth Management Today