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What is MissionKontrol?

Flexible tables that come with comprehensive control features allow your internal team to access, conduct full-text searches, modify, delete, and add data entries within your systems. These versatile tables enhance overall viewing and searching capabilities, enabling users to swiftly find all instances of specific words, numbers, or dates in the dataset. You can easily import or export CSV files to optimize data handling and accessibility. Additionally, rearranging and editing table columns allows you to tailor layouts to suit your team's specific requirements. The procedures for adding and updating records are designed to be straightforward and user-friendly. As illustrated below, the configuration options are highly adaptable, and we provide a software development kit (SDK) that simplifies data validation. Moreover, you can combine data from different systems to create comprehensive, unified views of customers, transactions, or other entities by utilizing our user-friendly drag-and-drop builder. This builder not only enables the creation of custom views but also allows for the triggering of external webhooks and inline field editing, alongside integration with VOIP services for improved functionality. With these capabilities, your organization can manage and analyze data more effectively than ever, paving the way for informed decision-making and strategic planning. Ultimately, these tools empower your team to efficiently navigate the complexities of data management.

What is EquinoxCRM?

This dynamic cloud-based solution is tailored for Registered Investment Advisors and Broker Dealers. It allows for the seamless integration and management of client data and accounts, ensuring compatibility with your current productivity applications. The platform complies with SEC rule 17a-4, which requires both immediate and non-immediate access (WORM) for the storage of client and account records. It also supports the documentation of business practices and communications with clients. Users have the ability to create and apply personalized workflow templates that significantly improve efficiency. By categorizing potential clients, firms can enhance their sales tactics and maintain a more organized structural hierarchy. Moreover, it provides detailed oversight of task access and responsibilities, promoting accountability within the organization. As a result, this innovative solution not only optimizes operations for financial professionals but also keeps them organized and compliant with regulatory standards. In a landscape where efficiency and compliance are paramount, this platform stands out as an essential tool for success.

Media

Media

Integrations Supported

Amazon Web Services (AWS)
DigitalOcean
Docker
Heroku
Linode
Microsoft Azure

Integrations Supported

Amazon Web Services (AWS)
DigitalOcean
Docker
Heroku
Linode
Microsoft Azure

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

MissionKontrol

Date Founded

2019

Company Location

United Kingdom

Company Website

missionkontrol.io

Company Facts

Organization Name

Reliadvisor

Date Founded

2016

Company Location

United States

Company Website

www.equinoxcrm.com

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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