Advisor Group is giving it’s 10,000-strong advisor workforce a leg up in complying with the SEC’s Regulation Best Interest (Reg BI).

The Phoenix-based broker-dealer network introduced on Thursday eQuipt Dashboard, an enhancement designed to assist advisors in complying with Reg BI ts to eQuipt, its client onboarding and account management software.

“Reg BI and Form CRS are designed to provide clients with more transparency regarding financial professionals’ recommendations,” said Matthew Schlueter, Advisor Group’s President of Products and Platforms, in released comments. “The new eQuipt Dashboard and its integrated solutions for Reg BI give our professionals the ability to seamlessly comply with the new requirements digitally, in a way that’s efficient and eco-friendly. Once again, we’re very pleased to demonstrate our commitment to leveraging our scale and resources to empower financial professionals to focus on what they do best: serving clients’ needs by providing sound financial advice.”

Simply, eQuipt Dashboard allows advisors to more easily manage the electronic delivery of disclosures, account documents and other notifications, including the client relationship summary (Form CRS), and serves as a single point-of-entry to all of eQuipt’s functions.

A new digital eConsent tool enables advisors to view which clients have not opted-in for electronic delivery of documents. The advisors can then send clients an invitation to enroll with one click. The tool then captures each client’s consent, logs it and enrolls the client in electronic delivery – it can also be utilized during account setup or in direct client interactions.