Advisor Group has launched its new eQuipt Dashboard for financial professionals. The new enhancement to the firm’s industry-leading eQuipt digital client onboarding and account management platform has been specifically designed to facilitate compliance with the SEC’s new Regulation Best Interest (Reg BI) by incorporating streamlined options for managing electronic delivery of required disclosures, key account documents and more.
The eQuipt Dashboard will serve as a single, integrated point of entry to the full spectrum of eQuipt’s functionality for Advisor Group financial professionals, including digital collaboration for opening new accounts; processing financial planning agreements and invoices; streamlined funding via ACATs, ACH and mobile deposit; accessing and editing email addresses for clients and prospects, and more.
Additionally, the new Dashboard incorporates Reg BI-ready features designed to empower financial professionals to hit the ground running whe
