Osaic Equipt vs Bailard Vault

Stay Connected - eQuipt provides you with an essential solution for monitoring your investments. Now you can stay connected while you’re on the go—wherever you use your iPhone or iPad. eQuipt lets you view your accounts in an efficient and user-friendly environment that leverages the look and feel of the eQuipt Client Portal, in an app that fits perfectly for the form factor of your tablet or phone. Through eQuipt, you have fully featured access to account information, such as portfolio allocation, cash balances, holdings, historical activity, portfolio valuation over time, as well as electronic documents and statements. You can also initiate check deposits into your eQuipt account using the Remote Deposit Capture feature. With just a few clicks from your iPhone or iPad, you can access: • Account balances and holdings • Transaction history • Market information and quotes • Statements and Documents Please note: • Investment products are not bank deposits, are not FDIC insured or insured by any federal government agency and may decrease in value. Please contact your financial advisor for details.

Now you can securely access Bailard's Vault-- an encrypted document management platform that enables you to collectively access and manage your essential documents. Further, you can receive and share documents directly with the Bailard Team. Powered by FutureVault, the Bailard Vault offers bank-level security with end-to-end encryption, multi-factor and biometric authentication in addition to a proprietary security layer.
 Key benefits of the Bailard Vault app include the ability to: 
• Access all the documents on your Vault wherever you are.
 • Upload documents on the go using your camera as a scanner.
 • Manage documents across multiple entities and family members. 
• Securely share your documents with your Trusted Advisors.
 • Review your reminders and notifications. 
* Note: You need to be a Bailard client and have an active account to login to the app.