# EquinoxCRM Reviews
**Vendor:** Reliadvisor  
**Category:** [Other Finance Software](https://www.g2.com/categories/other-finance)
## About EquinoxCRM
A comprehensive cloud based solution for Registered Investment Advisors and Broker Dealers. Integrate and manage client data and accounts with ease. Integrate seamlessly with your other productivity applications.






- [View EquinoxCRM pricing details and edition comparison](https://www.g2.com/products/equinoxcrm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-31+22%3A58%3A03+-0500&secure%5Bsession_id%5D=6976a4a1-4b67-4b44-b4fd-95dc5f7c4461&secure%5Btoken%5D=83b9bdf3e8f0ee0f2ef0f14e219483535b6423516625eedc04f4ff1aa68a2b8a&format=llm_user)


## Top EquinoxCRM Alternatives
  - [SAP Multi-Bank Connectivity](https://www.g2.com/products/sap-multi-bank-connectivity/reviews) - 4.3/5.0 (41 reviews)
  - [Joist](https://www.g2.com/products/evercommerce-joist/reviews) - 4.1/5.0 (31 reviews)
  - [BBVA Customer API](https://www.g2.com/products/bbva-customer-api/reviews) - 4.4/5.0 (27 reviews)