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Financial Planning > Behavioral Finance

Advisor Group Adds Financial Planning Tools to eQuipt Platform

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Advisor Group has added new financial planning capabilities to its eQuipt platform for advisors affiliated with its four broker-dealers, the firm announced during its yearly wealth management symposium.

The offering, eQuipt for Financial Planning, enables the delivery of financial plans and offer consulting services to clients across one-time, periodic or ongoing client engagement strategies.

The eQuipt digital client onboarding and account management platform was launched in November. It brings together different systems, including those of its clearing partners, advisory platforms, CRM and account resources.

Features like multiple payment options and digitally enabled new-client onboarding are expected to drive growth for Advisor Group. Leveraging eQuipt FP, financial professionals can leverage a wider range of clients, including those with needs like estate and divorce planning or debt management.

Additionally, eQuipt FP includes a payment platform powered by Stripe, a third-party payment processor, along with integrated compliance tools like check log, plan storage, contracting, and disclosure delivery.

“The world is changing, and the ways in which financial advice is delivered are constantly improving,” Matthew Schlueter, Advisor Group’s president of Wealth Management Solutions, said in a statement. “As technology evolves, we are investing in wealth management tools and platforms to support the growth and success of our advisors. In rolling out eQuipt for Financial Planning, we re-examined the client life cycle, incorporating advisor feedback, and reimagined the experience to dramatically improve the end-to-end process for both clients and advisors.”

— Check out Advisor Group Rolls Out Digital Onboarding System on ThinkAdvisor.