Osaic Equipt 4.0.33

Osaic Equipt 4.0.33

Osaic, Inc. – Freeware – iOS
out of 76 votes
Latest Version
4.0.33
Safe to install

Osaic Equipt: Streamlining Business Operations for Financial Professionals

Boris Weber

Osaic Equipt offers comprehensive tools and resources that enhance workflow efficiency and client management for financial advisors.
image/svg+xml 2025 Editor's Rating

eQuipt offers a valuable solution for monitoring investments, allowing users to stay connected while on the move, using their iPhone or iPad. The app provides a user-friendly interface resembling the eQuipt Client Portal, optimized for mobile devices.

Users can access a range of account information through eQuipt, including portfolio allocation, cash balances, holdings, historical activity, portfolio valuation trends, and electronic documents and statements. Additionally, the app allows for check deposits into eQuipt accounts using Remote Deposit Capture.

Key features accessible with just a few taps on your iPhone or iPad include:

  • Account balances and holdings
  • Transaction history
  • Market information and quotes
  • Statements and documents

Please be aware that investment products are not bank deposits, are not FDIC insured or backed by any federal government agency, and may depreciate in value. For detailed information, contact your financial advisor.

Overview

Osaic Equipt is a Freeware software in the category Business developed by Osaic, Inc..

The latest version of Osaic Equipt is 4.0.33, released on 04/02/2024. It was initially added to our database on 02/21/2024.

Osaic Equipt runs on the following operating systems: iOS.

Users of Osaic Equipt gave it a rating of 2 out of 5 stars.

Pros

  • User-friendly interface that simplifies navigation and task management.
  • Offers a comprehensive set of tools for investment management, including portfolio tracking and reporting features.
  • Highly customizable dashboards to suit individual user preferences and workflows.
  • Strong customer support with responsive service teams for troubleshooting and inquiries.
  • Integrates seamlessly with other financial software and platforms for improved data management.
  • Robust security measures to protect sensitive client information and transactions.

Cons

  • May have a steep learning curve for new users unfamiliar with financial software.
  • Higher pricing tier compared to some competitors, which may limit access for smaller firms.
  • Certain advanced features may be overwhelming or unnecessary for basic users.
  • Limited mobile functionality which may hinder users needing access on-the-go.
  • Occasional performance issues during high-traffic times leading to slower load times.

Boris Weber

Boris Weber

I am an editor at UpdateStar. I started as a support engineer, and am now specialized in writing about general software topics from a usability and performance angle among others. I telecommute from UpdateStar’s Berlin office, when I am not working remote as a digital nomad for UpdateStar. When I'm not analyzing the latest software updates, you can find me exploring new cities, immersing myself in local cultures, and discovering innovative tech trends across the globe.

Latest Reviews by Boris Weber

Screenshots (Click to view larger)

Related products


AssetMark Mobile

AssetMark Mobile: Empower Your Financial Journey On-the-Go

BNY Mellon | Pershing Access

Streamlining Investment Management with BNY Mellon | Pershing Access

Capital Group Pro

Capital Group Pro caters to the needs of financial advisors who are constantly on the move. The platform offers a comprehensive solution by providing the latest market updates, a customized news feed, and valuable insights tailored to your …

LPL Account View

Seamless Financial Management with LPL Account View

MyRepChat

MyRepChat enables users to exchange text messages with clients and colleagues while complying with the strict regulations of the financial sector.

NetX360® Mobile

In today's business landscape, staying connected is crucial for success. NetX360® Mobile offers a powerful solution that allows you to conduct important business operations while on the go, no matter where you are.

NetXInvestor™ Mobile

NetXInvestor™ mobile is a valuable tool for managing your investments, offering convenient access to your financial portfolio.

Private Client Services

Capital Group Private Client Services provides clients with the convenience of accessing account information through their mobile app.

RightCapital

Transform Your Financial Planning with RightCapital

Wealthscape Investor℠

Access your managed brokerage accounts from anywhere with Wealthscape Investor. This user-friendly app offers an enhanced experience, allowing you to efficiently navigate and access the necessary information.

Wealthscape℠

The Wealthscape℠ mobile app is now available for iPhone® and iPad®. This app provides brokers and advisors with access to critical brokerage information on the go.

Latest Updates


Flashcards - Learn Korean 1.8

Korean Quest offers a comprehensive approach to learning Korean, effectively blending enjoyment with educational rigor. Embarking on the journey of learning a new language can often feel intimidating; however, Korean Quest provides an …

Escape games: Hidden fun games 1.2.2

Can you escape from the intriguing world of Mobiescape's Free New Escape Games 2022? Mobiescape offers a series of point-and-click puzzle escape games designed for enthusiasts of the genre.

Knox Settings VPN Plug-in 3.0.18

The current VPN configuration, particularly with the Knox StrongSwan client, is not functioning effectively in the production environment.

PERT Pilot 0.3

PERT Pilot is a specialized application tailored for individuals managing Exocrine Pancreatic Insufficiency (EPI). It aids users in navigating pancreatic enzyme replacement therapy (PERT) effectively.
Secure and free downloads checked by UpdateStar

Stay up-to-date
with UpdateStar freeware.

Latest Reviews

My Town : Fashion Show Dressup My Town : Fashion Show Dressup
Unleash Your Inner Fashionista with My Town: Fashion Show Dressup!
Origin Bank Origin Bank
Streamlined Banking Experience with Origin Bank
Les Mills Releases Les Mills Releases
Boost Your Fitness Routine with Les Mills Releases
PDF Hero - PDF Editor & Reader PDF Hero - PDF Editor & Reader
PDF Hero: A Comprehensive PDF Editor with User-Friendly Features
Tape Measure light Tape Measure light
Precision Meets Convenience: Tape Measure Light by Marton Varga
TIYA TIYA
Connect with Friends and Family Effortlessly Using TIYA
UpdateStar Premium Edition UpdateStar Premium Edition
Keeping Your Software Updated Has Never Been Easier with UpdateStar Premium Edition!
Microsoft Visual C++ 2015 Redistributable Package Microsoft Visual C++ 2015 Redistributable Package
Boost your system performance with Microsoft Visual C++ 2015 Redistributable Package!
Microsoft Edge Microsoft Edge
A New Standard in Web Browsing
Google Chrome Google Chrome
Fast and Versatile Web Browser
Microsoft Visual C++ 2010 Redistributable Microsoft Visual C++ 2010 Redistributable
Essential Component for Running Visual C++ Applications
Microsoft Update Health Tools Microsoft Update Health Tools
Microsoft Update Health Tools: Ensure Your System is Always Up-to-Date!