What is it?
  • CRM ++... world-class, industry specific customer database
  • Data Aggregation - affordable consolidated investment statements updated daily
  • Commission Processing - auto downloading of all available electronic files and paper statements
  • Compliance - automated flags and reports provide the “meaningful supervisory tools” that regulators require
  • Product disclosures - customized for every BD direct transaction
  • New Account Forms - prefilled with paperless retention and 100% electronic supervisory approval
  • LaserApp Anywhere - smoothly integrated so every representative can auto-complete over 28,000 account applications with one click
  • Paperless Office - NAFs, applications, I.D... all documents are permanently stored linked to customer
  • Daily business and compliance processes automated & streamlined
  • Secure web based access 24/7 with redundant backup
Learn why CTOs call Equalizer
“Broker Dealer in a Box”

Click the video to know more about us
….by Broker Dealers, for Broker Dealers
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