Osaic Equipt 4.0.33

Osaic Equipt 4.0.33

Osaic, Inc. – Freeware – iOS
out of 90 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.
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℠

Wealthscape Investor℠: Simplifying Your Investment Experience

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.
Secure and free downloads checked by UpdateStar

Stay up-to-date
with UpdateStar freeware.

Latest Reviews

Dokan Library Bundle Dokan Library Bundle
Efficient File System Driver Development with Dokan Library Bundle
I InnoExtractor
Efficient File Extraction with InnoExtractor!
ESET Security ESET Security
ESET Security: Comprehensive protection against malware and cyber threats
4uKey for Android 4uKey for Android
Unlock Your Android Device Easily with 4uKey for Android!
Canon Wi-Fi Connection Assistant Canon Wi-Fi Connection Assistant
Effortless setup and connection with Canon Wi-Fi Connection Assistant
McAfee Safe Connect McAfee Safe Connect
Protect Your Online Privacy with McAfee Safe Connect
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!

Latest Updates


Only Journal - Notepad 1.1

Only Journal: A Comprehensive Digital Inspiration Repository Only Journal has steadily gained recognition as a versatile and intuitive tool for inspiration and creative expression.

Outpainting: AI Image Extender 1.1

The AI-powered image extension tool offers a streamlined approach to expanding and enhancing images with ease. Its online Outpainting feature allows users to uncrop and extend images seamlessly, providing automatic, instant results at no …

Blackjack Card Counting Pro 1.2

This application functions as a comprehensive training tool for both beginners and experienced players, while also offering the capability to simulate actual Blackjack gameplay.

CollegeMate AI 1.0.44

CollegeMate is a comprehensive application designed to support students in optimizing their academic routines. The app offers a range of features intended to facilitate effective study habits and organization.

Fly FTP 1.4.1

Fly FTP is a drone remote controller management tool that offers several useful features. It provides the ability to locate the aircraft efficiently, enhancing flight safety and convenience.

性爱剧本:欲望の成人恋爱情侣调情大冒险游戏 1.8

This is a casual suggestion between playing Truth or Dare at a gathering, aimed at adding excitement and fostering engagement among friends.