---
title: EquinoxCRM Reviews
meta_title: 'EquinoxCRM Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how EquinoxCRM works for a business like yours.
date_modified: '2024-10-06'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---

# 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=2026-06-18+15%3A13%3A21+-0500&secure%5Bsession_id%5D=eb3f73e6-114b-4375-bd56-38b3d001650f&secure%5Btoken%5D=aa2a801c83cd35f08b5f6f4b8e42aed0c9567b26b2f949687d7293e00f4d250b&format=llm_user)


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