EquinoxCRM
EquinoxCRM offers a robust cloud-based platform designed specifically for Registered Investment Advisors and Broker Dealers. It simplifies client data management, ensurin... EquinoxCRM offers a robust cloud-based platform designed specifically for Registered Investment Advisors and Broker Dealers. It simplifies client data management, ensuring compliance with SEC rule 17a-4 for recordkeeping. Users can create workflow templates, optimize prospect classification, and maintain strict access control for tasks and responsibilities, enhancing overall operational efficiency.
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Company Information
- Company: Reliadvisor
- Country: United States
