EquinoxCRM Description
A cloud-based solution for Registered Investment Advisors and Broker Dealers. Easy integration and management of client data and accounts. Integrate seamlessly with other productivity applications. Platform compliant with SEC Rule 17a-4. This requires client and account recordkeeping with both instant access and non-immediate (WORM) storage. Keep track of business practices and communications with clients. Manage workflow templates. Optimize sales through prospect classification. Maintain a higher level of control over the organization structure. Monitor who has access to what tasks and who has the responsibility.
Pricing
Free Trial:
Yes
Integrations
No Integrations at this time
Company Details
Company:
Reliadvisor
Year Founded:
2016
Headquarters:
United States
Website:
www.equinoxcrm.com
Media
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Product Details
Platforms
SaaS
Type of Training
Documentation
Live Online
Customer Support
Phone Support
Online
EquinoxCRM Features and Options
Financial CRM Software
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management