The operating system for high-performing advisory firms. Automate compliance, secure client data, and deepen relationships without the paperwork.
You want to spend time advising clients, but you're stuck chasing wet signatures, manually updating portfolios, and fighting with clunky legacy software.
Asking high-net-worth clients to "print, sign, and scan" is a terrible experience in 2025.
KYC and AML checks are manual, slow, and prone to human error.
Generic CRMs don't track family trees, trust structures, or key financial milestones.
Identity verified automatically.
Built on the EQUP Core, tailored for Finance. We combine banking-grade security with relationship intelligence.
A branded vault for every client. Securely share tax docs, quarterly reports, and estate plans without email risks.
Track households, not just individuals. Map family trees, trust beneficiaries, and key advisors (CPAs, Lawyers) in one view.
System automatically schedules Annual Reviews, sends agenda pre-reads, and captures meeting notes for compliance.
In financial services, trust is your product. EQUP helps you deliver a high-touch experience to every client, automatically.
Join the wealth managers who are scaling their book of business with EQUP.
FINRA & SEC Compliance Ready | 256-bit Encryption