Who Uses This Software?

Registered Investment Advisors, Broker Dealers, Financial Advisors.


Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
    $30.00/month/user
  • Pricing Details
    Bulk discounts available. Will price match.
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • Reliadvisor
  • www.equinoxcrm.com
  • Founded 2016
  • United States

About EquinoxCRM

Comprehensive CRM for financial advisors, RIAs and broker-dealers.


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EquinoxCRM Features

  • Account Alerts
  • Asset Management
  • Expense Tracking
  • Household Tracking
  • Influence Tracking
  • Lead Management
  • Marketing Management
  • Relationship Tracking
  • Team Assignments
  • Territory Management

EquinoxCRM Reviews


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