Why Equinox CRM?

Financial Advisors work in a challenging and fast-paced environment that requires them to handle large volumes of data. Organizing, managing and securing this data is essential to business success. It is also important to stay compliant with the necessary regulations. A Customer Relationship Management (CRM) system can help with this. CRM systems offer a lot of functionalities and can help financial advisors establish the best possible relationship with their clients.

Financial Advisors have a lot of choices when it comes to CRM systems, but Equinox CRM leads the pack with the comprehensive feature set that it provides. Some CRM systems are generic and are made to attract the widest array of businesses, while Equinox CRM is custom made for the Financial Advisor.

A cloud-based solution; Equinox CRM is a clean, fast and comprehensive system to engage clients in a better way. The features in Equinox CRM are designed to be intuitive, easy to use and helps Financial Advisors become more productive from the get-go. Equinox CRM is also referred to as EquinoxCRM (without the space).

Key Features of Equinox CRM

Equinox CRM is specifically designed for Financial Advisors. The essential elements of Equinox CRM include.

  • Compliance management
  • Workflow management
  • Opportunities management
  • Contact management
  • Seminar management
  • Email integration
  • Calendar integration
  • Secure messaging center
  • Report generation
  • Security
  • Tasks
  • Notes and Reminders

USPs of Equinox CRM

Equinox CRM brings the flexibility and convenience of the traditional CRM in a cloud-based, affordably priced, customized manner and will help RIAs and Broker-Dealers alike in working better.

Why use of Equinox CRM

Better client engagement

Equinox CRM improves overall client experience and engagement. Optimal experiences in turn help in building customer loyalty and trust

Process efficiency

By automating several manual processes, Equinox CRM reduces the time required. Thus, work gets done faster and turnaround time improves. With our workflow management software, you can boost productivity and automate your processes. Right from automating task creation to assigning individual steps to people, our workflow automation software can save you a lot of time and prevent things from falling through the cracks

Close more deals

With Equinox CRM processes become smooth and quick; it is easier to close deals. More deals, more revenue and less time, spent sorting through data.

Increase efficiency

With Equinox CRM, your team will no longer feel the burden of tedious manual processes, thereby allowing them to use their time for value-added work. It boosts their efficiency and thus the overall productivity of your organization

Customized services

Financial objectives of every person are unique, so providing them with a “standard” solution is not optimal. With Equinox CRM, you will be able to offer customized wealth management solutions. Advisors can understand customer preferences and then provide a solution tailor-made to that client. Our note-taking ability allows you to associate notes with specific

Document storage

Equinox CRM also offers a comprehensive system for document storage and management. You can keep a record of business practices, and all client communications can be backed up as well.

Efficient management of contacts

Equinox CRM also offers a comprehensive system for document storage and management. You can keep a record of business practices, and all client communications can be backed up as well.

Compliance with SEC rules

Our document storage system is compliant with SEC rule 17a-4. So, you do not have to worry about working separately to make your documents SEC compliant. Equinox CRM is an innovative CRM for financial advisors. Sign up for a free trial right now.

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.