What is EquinoxCRM?
EquinoxCRM is a comprehensive CRM for Financial Advisors, RIAs and Broker-Dealers. Features include Contacts Management, Opportunities management, Calendar integration, events and reminders, tasks, workflow automation, document management, secure messaging system, practice management with groups, roles and branches, All data backed up and compliant with SEC Rule 17a-4. Cloud based solution. $30 per user per month. Multi user discounts available. Will price match if switching from competitors.
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