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EquinoxCRM

EquinoxCRM Alternatives & Competitors

Top Alternatives to EquinoxCRM

  • Accounting CS
  • Joist
  • MicroAcquire
  • MoneyGuidePro
  • HomeBudget

Top 20 Alternatives & Competitors to EquinoxCRM

    #1
    #1
  1. Accounting CS

    (22)3.5 out of 5

    Accounting CS puts your write-up, trial balance, payroll compliance, and client accounting software on a single platform, creating powerful connections between clients, information, and applications.

    Categories in common with EquinoxCRM:
  2. Accounting CS puts your write-up, trial balance, payroll compliance, and client accounting software on a single platform, creating powerful connections between clients, information, and applications.

    Categories in common with EquinoxCRM:

    Henry K.
    HK
    Accounting CS software is any amazing inventory control system with excellent features such as best dashboards which helps in satisfying accounting management at all time.This software has free...Read more
    #2
    #2
  3. Joist

    (21)4.0 out of 5

    Create estimates, send invoices, manage projects, and record payments from your iPad, iPhone, Android, and the web.

    Categories in common with EquinoxCRM:
  4. Create estimates, send invoices, manage projects, and record payments from your iPad, iPhone, Android, and the web.

    Categories in common with EquinoxCRM:

    UC
    Easy use and a phone base app which I could use mobile
    18%   of software applications aren't well liked by teams using them.
    Find out how your team feels about your stack with G2 Pulse Surveys.
    Learn More
    #3
    #3
  5. MicroAcquire

    (20)4.9 out of 5

    MicroAcquire helps startups find buyers. Simple as that. We’ll help you start conversations that lead to an acquisition. Free. Private. No middlemen.

    Categories in common with EquinoxCRM:
  6. MicroAcquire helps startups find buyers. Simple as that. We’ll help you start conversations that lead to an acquisition. Free. Private. No middlemen.

    Categories in common with EquinoxCRM:

    UC
    Andrew does a brilliant jobs with his hands-on approach to growing the marketplace. I have used other marketplaces, but they haven't built the crucial trustworthiness that he's built with...Read more
    #4
    #4
  7. MoneyGuidePro

    (17)4.1 out of 5

    Named the top choice of financial planning software for eight straight years, according to Financial Planning Magazine's annual survey. Why? We make financial planning engaging for the client.

    Categories in common with EquinoxCRM:
  8. Named the top choice of financial planning software for eight straight years, according to Financial Planning Magazine's annual survey. Why? We make financial planning engaging for the client.

    Categories in common with EquinoxCRM:

    Michelle K.
    MK
    I like the ability for clients to use the sliding scale to see various results.
    #5
    #5
  9. HomeBudget

    (17)4.0 out of 5

    HomeBudget is an expense tracker designed to help you budget, track and possibly control your monthly expenses at home. HomeBudget provides an integrated set of features to help you manage your expenses and cash flow.

    Categories in common with EquinoxCRM:
  10. HomeBudget is an expense tracker designed to help you budget, track and possibly control your monthly expenses at home. HomeBudget provides an integrated set of features to help you manage your expenses and cash flow.

    Categories in common with EquinoxCRM:

    Holly J.
    HJ
    I like that this app allows me to track all of my monthly expenses in one place. The features, like categories and sub-categories, are excellent at helping me manage my expenses and my free cash...Read more
    #6
    #6
  11. Simple

    (15)4.4 out of 5

    With Simple, you get a stylish Simple Visa Card, no surprise fees, and powerful budgeting and savings tools built right into your account all accessible via web, iPhone, and Android.

    Categories in common with EquinoxCRM:
  12. With Simple, you get a stylish Simple Visa Card, no surprise fees, and powerful budgeting and savings tools built right into your account all accessible via web, iPhone, and Android.

    Categories in common with EquinoxCRM:

    UH
    I joined simple about a year go and fell in love with how simple it is to use!
    #7
    #7
  13. LendingClub

    (12)3.1 out of 5

    Lending Club is an online credit marketplace, using technology to lower the cost of the traditional banking system.

    Categories in common with EquinoxCRM:
  14. Lending Club is an online credit marketplace, using technology to lower the cost of the traditional banking system.

    Categories in common with EquinoxCRM:

    UE
    I like that it gives people with a low credit score the ability to increase it.
    #8
    #8
  15. Covisum Social Security Timing

    (8)4.7 out of 5

    Social Security Timing will help you expertly streamline the complexities of Social Security into powerful solutions that will maximize client trust and satisfaction.

    Categories in common with EquinoxCRM:
  16. Social Security Timing will help you expertly streamline the complexities of Social Security into powerful solutions that will maximize client trust and satisfaction.

    Categories in common with EquinoxCRM:

    MJ
    Surprising accurate, when the actual amounts are calculated by SSA. Support is outstanding.
    #9
    #9
  17. Square Deposits

    (7)4.9 out of 5

    Fast deposits come standard. When you take a payment with Square, you get your money in your bank account in one to two business days. Unlike with many other payment processors, this comes standard—no extra fees required.

    Categories in common with EquinoxCRM:
  18. Fast deposits come standard. When you take a payment with Square, you get your money in your bank account in one to two business days. Unlike with many other payment processors, this comes standard—no extra fees required.

    Categories in common with EquinoxCRM:

    KP
    In my 1.5 years of using it, I've never had an issue with Square Deposits. At my old job we used a dated system which I continually had to reconnect my bank to. It got to the point where I just...Read more
    #10
    #10
  19. Workplace

    (7)4.3 out of 5

    Workplace is the leading SaaS platform for compliance and productivity enablement for the wealth management industry.

    Categories in common with EquinoxCRM:
  20. Workplace is the leading SaaS platform for compliance and productivity enablement for the wealth management industry.

    Categories in common with EquinoxCRM:

    UE
    Workplace is a great central resource for information and interaction.
    #11
    #11
  21. Firm58

    (7)4.1 out of 5

    Firm58 offers a scalable and integrated platform for capital markets firms that protects revenue by optimizing post-trade processes.

    Categories in common with EquinoxCRM:
  22. Firm58 offers a scalable and integrated platform for capital markets firms that protects revenue by optimizing post-trade processes.

    Categories in common with EquinoxCRM:

    UF
    The site is very easy to navigate around and constant customer support is available with prompt responses.
    #12
    #12
  23. fi360 Toolkit

    (6)4.3 out of 5

    The fi360 Toolkit simplifies your processes to meet industry best practices and fiduciary principles. It delivers reports that clients will use and understand. Back office features allow for firm-wide views of investments.

    Categories in common with EquinoxCRM:
  24. The fi360 Toolkit simplifies your processes to meet industry best practices and fiduciary principles. It delivers reports that clients will use and understand. Back office features allow for firm-wide views of investments.

    Categories in common with EquinoxCRM:

    UF
    The ability to compare current portfolios to new proposals.
    #13
    #13
  25. Square Capital

    (5)4.8 out of 5

    For eligible Square sellers, Square Capital offers exclusive access to business loans to grow your business. Whether it’s payments or funding, Square is your trusted financial partner at every step.

    Categories in common with EquinoxCRM:
  26. For eligible Square sellers, Square Capital offers exclusive access to business loans to grow your business. Whether it’s payments or funding, Square is your trusted financial partner at every step.

    Categories in common with EquinoxCRM:

    Elizabeth D.
    ED
    What I like best about Square Capital specifically is that it integrates seamlessly with Sqaure's payments and POS functions for small businesses. Thus when I was working for a small business we...Read more
    #14
    #14
  27. Tax Clarity

    (5)4.8 out of 5

    Tax Clarity can help you quickly identify sub-optimal tax situations and show clients how to make retirement decisions in the most tax-efficient way.

    Categories in common with EquinoxCRM:
  28. Tax Clarity can help you quickly identify sub-optimal tax situations and show clients how to make retirement decisions in the most tax-efficient way.

    Categories in common with EquinoxCRM:

    UF
    Graphs and illustrations easy to use.works really well
    #15
    #15
  29. Logix Financial Planning

    (5)3.5 out of 5

    Finance Logix provides financial planning software solutions to Broker-Dealers, Registered Investment Advisor (RIA), and other financial service providers.

    Categories in common with EquinoxCRM:
  30. Finance Logix provides financial planning software solutions to Broker-Dealers, Registered Investment Advisor (RIA), and other financial service providers.

    Categories in common with EquinoxCRM:

    CF
    FinanceLogix is very easy to use and navigate. We are able to store all sorts of information on the platform and focus more on clients and building business.
    #16
    #16
  31. Personal Capital Financial Software

    (4)5.0 out of 5

    Financial tools dashboard to monitor your net worth, manage your investment portfolio.

    Categories in common with EquinoxCRM:
  32. Financial tools dashboard to monitor your net worth, manage your investment portfolio.

    Categories in common with EquinoxCRM:

    Lester H.
    LH
    I have used the top personal finance software for over twenty years. I switched to this app two years ago and have never looked back. It is great!
    #17
    #17
  33. Broadridge Advisor Portal

    (4)4.1 out of 5

    Broadridge Advisor Portal is a sales, education, and client communication tool that enables financial advisors to deliver current, concise, and FINRA-reviewed resources to their clients.

    Categories in common with EquinoxCRM:
  34. Broadridge Advisor Portal is a sales, education, and client communication tool that enables financial advisors to deliver current, concise, and FINRA-reviewed resources to their clients.

    Categories in common with EquinoxCRM:

    UF
    Information is live and accurate, I can always rely on it.
    #18
    #18
  35. Equifax BusinessConnect

    (3)3.5 out of 5

    BusinessConnect, built on the Force.com platform, helps simplify, streamline and accelerate collections and credit management processes by automating routine manual tasks and decisions, and centralizing many operations involved in the account acquisition, account management and recovery processes under one interactive, cloud-based platform.

    Categories in common with EquinoxCRM:
  36. BusinessConnect, built on the Force.com platform, helps simplify, streamline and accelerate collections and credit management processes by automating routine manual tasks and decisions, and centralizing many operations involved in the account acquisition, account management and recovery processes under one interactive, cloud-based platform.

    Categories in common with EquinoxCRM:

    UC
    When our customer wants to open account with us, we can check customer credit score.
    #19
    #19
  37. Clari5 EFM

    (3)3.5 out of 5

    Acclaimed real-time, cross-channel enterprise product that helps banks combat financial fraud and anti-money laundering.

    Categories in common with EquinoxCRM:
  38. Acclaimed real-time, cross-channel enterprise product that helps banks combat financial fraud and anti-money laundering.

    Categories in common with EquinoxCRM:

    UT
    the platform is simple and user friendly, it allows me to navigate easily
    #20
    #20
  39. Naviplan

    (3)4.5 out of 5

    Financial planning application

    Categories in common with EquinoxCRM:
  40. Financial planning application

    Categories in common with EquinoxCRM:

    CF
    The depth of the tool in regards to collecting client information