Osaic
HQ Address
2300 Windy Ridge Parkway, Suite 750, Atlanta, GA 30339, United States
Website Address
Business introduction
Empowering you to thrive
Osaic is one of the nation’s largest providers of wealth management solutions and home to a diverse, service-driven community of professionals who believe that planning for the future should be transformative, not transactional
With a history rich in growth and innovation, Osaic has always had one primary goal: to provide the best technology, resources, and services to our financial professionals so they can focus on their clients.
Osaic Solutions
eQuipt Client Portal
Access account information anywhere Designed to be modern and user friendly, eQuipt Client Portal's mobile-friendly site and mobile app, provides access to your clients' accounts and transactions in one place, available from anywhere. Add money to an account with mobile deposit Funding or adding additional funds couldn't be simpler, using the eQuipt Client......
business needs
eQuipt Dashboard
Enroll clients in eDelivery Easily invite your clients and prospects to “Go Paperless” and enroll in eDelivery. This feature helps you satisfy the new disclosure requirements from Reg. BI: Form CRS and the new Firm Brochure using the eConsent tool. Sync data with client tools In the eConsent tool, your client and prospect......
business needs
eQuipt For Financial Planning
Unlock financial planning for all clients eQuipt For Financial Planning offers a streamlined contracting system that enables financial professionals to contract for financial planning and consulting services digitally. Streamline planning relationships with eSignature Clients can securely eSign their agreements to finalize the financial planning engagement. Easily process payments for financial planning services Powered by Stripe,......
business needs
eQuipt For New Accounts
Eliminate NIGOS Historically, 30% of all paperwork submitted was Not In Good Order. This accounted for countless hours to address from both the financial professional and the home office. eQuipt ends this by being smart enough to only allow completion with zero errors. Fund accounts with ease Integrated ACH and ACAT funding allows......
