EquinoxCRM
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.
Top EquinoxCRM Alternatives
Centrex Software
Empowering businesses to forge smarter connections with customers, Centrex Software delivers an array of fintech solutions, including CRM, loan servicing, and a mobile app.
ANALEC
Facing significant industry challenges, ANALEC offers innovative technology solutions tailored for full-service broker-dealers.
MortgageHalo
Designed specifically for mortgage professionals, this financial CRM software enhances marketing automation and client relationship management.
FPS GOLD Core Banking
FPS GOLD Core Banking redefines banking operations with its robust system designed to streamline processes across relationship management, teller services, deposits, and loans.
SeedRM
Designed specifically for Institutional Investors, this intuitive CRM tool streamlines relationship management with Investment Managers.
MadeMarket
Investment bankers streamline their workflow with a purpose-built CRM designed specifically for managing deals and contacts.
LeadCenter.AI
By automating key tasks, it allows advisors to focus on building client relationships and optimizing...
IQProspects
It streamlines sales and service processes by automating workflows, tracking customer interactions, and managing leads...
MCA Track
With powerful tools used by industry leaders and integration with GoACH for smooth payment processing...
ProTracker Advantage
It enables users to meticulously track client interactions, manage marketing campaigns, and streamline workflow processes...
Apex 72
Its secure platform captures personal client data, enabling a personalized experience...
ProTracker RMD
It efficiently tracks withdrawals, identifies Eligible Designated Beneficiaries (EDBs), and manages 10-Year Rule accounts, with...
SatuitCRM
With offices across Canada, the United States, and the United Kingdom, it effectively serves clients...
Growfin
With seamless integration into Netsuite, it automates tasks, minimizes overdue invoices, and ensures secure data...
PlanMagic Finance Pro
It adheres to GAAP standards, supports any currency, and integrates a Smart Entry System™ to...
