Matthew Schlueter, Advisor Group’s President, Wealth Management Solutions, said, “The world is changing, and the ways in which financial advice is delivered are constantly improving. 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 re-imagined the experience to dramatically improve the end-to-end process for both clients and advisors.”

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