Osaic Equipt 4.0.35

Osaic, Inc. ❘ Freeware ❘
iOS
out of 93 votes

Osaic Equipt: Streamlining Business Operations for Financial Professionals

Boris Weber

02/19/2025

Osaic Equipt offers comprehensive tools and resources that enhance workflow efficiency and client management for financial advisors.

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 4.0.35, released on 06/02/2025. 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

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.

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