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 for simple and paperless account funding.

Collaborate with clients
Whether sitting across from you or on their mobile device, with eQuipt your clients can review, help populate, and ultimately complete their enrollment process digitally.

Leverage eSignature and leave paperwork in the past
Safe and secure eSignature functionality makes paper a thing of the past. Simply deliver a digital envelope to your client and they can eSign and return from any device.