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.
Read More Free TrialClean, Fast, Comprehensive CRM for Financial Advisors
Work faster. Close more deals. Engage clients better.
Compliance
- 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
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
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)
Opportunities Management
- Optimize sales with prospect classificaiton
- Excellent tool for lead follow-up
- Share opportunities across teams and groups
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
Secure Messaging Center
- Establish direct communications between team members
- Communication system built for security and compliance
- Intuitive and simple to use
Contact Management
- Develop the most comprehensive client profiles
- Assign clients to specific collaborators
- Integrate contact information with communication features
- Import contacts from other applications
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
Documents
- 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
Calendar Integration
- Integration with e-mail, tasks, reminders and events
- Prioritize daily activities
- Multi-app integration with Zapier (Twitter, Facebook, ScheduleOnce, Calendly, and more)
Reports
- Generate reports using different filters
- Contact reports
- Opportunities reports
- Employee reports
Notes
- Take and store notes
- Associate notes with contacts and opportunities
- Tag and search notes
Reminders
- Reminders appear in your dashboard
- Reminders are sync'd with your calendar
- Associate reminders with contacts and opportunities
- Create reminders for teammates
Tasks
- Prioritize your work using tasks
- Assign tasks to team members or yourself
- Associate tasks with workflow steps, contacts and opportunities
Security
- Your data and communication is protected through the use of HTTPS and SSL
Pricing
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
$30per 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 sales@equinoxcrm.com for any questions.