How The 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.

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?

Please choose the career which best suits your from the choices below and learn:

CEO/Executives
Compliance Department
Operations Department
Technology Department
Registered Representative