How Equalizer Works
Equalizer is easy to use 100% web based software giving all Broker/Dealer personnel job appropriate access to customer data, transactions, and consolidated investment holdings anytime, from anywhere, from any PC, tablet or smartphone.
Form completion is automated so paperwork burdens practically disappear. All Representative and Customer information (names, social security numbers, birthdates, addresses, employer, phone numbers, etc.) are entered onto New Account and other forms automatically.
How Does Equalizer Work for You?
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