Equalizer CRM+ organizes the centralized data of your entire Firm, available 24/7. While back office staff and Supervisors have access to all, Representative/IAR’s access is restricted to only their Customers.

View Customers, organize them by household, send messages, required notices, newsletters, birthday cards, and consolidated investment statements to one or all Customers effortlessly. Use postal or save expense and time by choosing “via email”.

Brilliantly leveraging CRM+, Equalizer discreetly automates the flow of all major business processes required by regulators, exceeding the capabilities of any competitors as well as your expectations.

*CRM stands for: Customer Relationship Management