Increase efficiency with an innovative CRM for Financial Advisors

Increase efficiency with EquinoxCRM - An innovative CRM for Financial Advisors

A comprehensive cloud based solution for Registered Investment Advisors and Broker Dealers. Integrate and manage client data and accounts with ease. Integrate seamlessly with your other productivity applications.

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  • Comprehensive document management and storage
  • Platform compliant with SEC rule 17a-4, which requires client and account recordkeeping with both immediate access and non-immediate access (WORM) storage.
  • Keep record of business practices and communications with clients
  • Compliance built into all product features

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Word compliance in a cloud; representing EquinoxCRM’s compliance feature
Word workflow in a cloud; representing EquinoxCRM’s workflow feature

Workflow Management

  • Automate your workflows and boost productivity
  • Create and manage workflow templates
  • Automated common task creation
  • Assign individual workflow steps to teams or coworkers
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Email Integration

  • Simple E-mail integration (Gmail/Google Business Apps and Outlook/Office 365)
  • Mail Merge feature for time saving communications
  • Be compliant with our backup solution
  • Customizeable E-mail templates
  • Calendar and multi-app integrations via zapier (ConstantContact, Mailchimp, Slack, Twitter and many more)
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Email inbox in organ background; representing EquinoxCRM’s Email integration
Man in a hot air balloon looking through telescope; representing EquinoxCRM’s Opportunities Management section

Opportunities Management

  • Optimize sales with prospect classificaiton
  • Excellent tool for lead follow-up
  • Share opportunities across teams and groups
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Organizational Management

  • Maintain higher control of organizational structure
  • Assign roles to specific collaborators
  • Organize branches and groups within platform
  • Monitor access to tasks and responsabilities
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An org chart - Representing EquinoxCRM’s organizational management
Phone with text messages - Representing EquinoxCRM’s Secure Messaging Center

Secure Messaging Center

  • Establish direct communications between team members
  • Communication system built for security and compliance
  • Intuitive and simple to use
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Contact Management

  • Develop the most comprehensive client profiles
  • Assign clients to specific collaborators
  • Integrate contact information with communication features
  • Import contacts from other applications
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Circles of photos - Representing EquinoxCRM’s Contacts Management
Seminar presentation - Representing EquinoxCRM’s seminar management feature

Seminar Management

  • Offer your team a solid client prospecting tool with seminar management
  • Create and edit seminars
  • Prepare, Plan and Promote your seminars with prospects and contacts
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  • Store company and client documents
  • Highest compliance standards in digital storage
  • Upload and store documentation in our secure platform
  • Unlimited storage
  • Share documents across your team in a safe manner
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Documents leaving server to a computer - Representing EquinoxCRM’s document management feature
Calendar with hand circling a date - representing EquinoxCRM’s calendar integration

Calendar Integration

  • Integration with e-mail, tasks, reminders and events
  • Prioritize daily activities
  • Multi-app integration with Zapier (Twitter, Facebook, ScheduleOnce, Calendly, and more)
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  • Generate reports using different filters
  • Contact reports
  • Opportunities reports
  • Employee reports
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Two hands writing on a note - representing Notes feature in EquinoxCRM


  • Take and store notes
  • Associate notes with contacts and opportunities
  • Tag and search notes
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  • Reminders appear in your dashboard
  • Reminders are sync'd with your calendar
  • Associate reminders with contacts and opportunities
  • Create reminders for teammates
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Finger with bell tied, pointing up - representing Reminders feature in EquinoxCRM
Checklist on notepad with a magnifying lens from a hand - Representing Tasks feature in EquinoxCRM


  • Prioritize your work using tasks
  • Assign tasks to team members or yourself
  • Associate tasks with workflow steps, contacts and opportunities
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  • Your data and communication is protected through the use of HTTPS and SSL
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White Lock in a Green shield with words SSL Secure - Representing SSL/HTTPS in EquinoxCRM


Whether you are a solo Advisor or a 1000 person firm with many branches, EquinoxCRM is competitively priced.


Free Trail

30 Days
  • 30 days Money Back Guarantee
  • Price Match available if switching from other CRMs

Straightforward Pricing

per user per month

Pay only for what you use. Flexible payment options.

  • Sign up for our no obligation 30 day free trial

Enterprise Plan

  • Enterprise plans available
  • Multi-user discounts for 2 or more users
  • Sign up for free trial and we will contact you

Please contact for any questions.