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  • 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
Free Trial


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

per 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.