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Member Since:Mar 07, 2019
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CRM for those in the Financial Industry including RIAs and Broker-Dealers. Comprehensive Feature set. Powerful Integrations. Competitive Pricing. EquinoxCRM is a comprehensive CRM for Financial Advisors, RIAs and Broker-Dealers. EquinoxCRM offers integration with major players in the Wealth Management Industry. Competitively priced and Compliant with SEC rule 17a-4 for data storage.
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Ruh-oh! No secrets to share.
Continuous Order cl, uneducated customer service.
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I am writing this out of extreme frustration after facing continuous order cancellations and delivery failures for over 2 months, despite being a Gold Plus custread more...
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