Specialized Experiences

Extend access to the Relevant EquityWorks platform with our specialized experiences. Relevant Mobile CRM enables access to the platform from phones, tablets, and popular browsers. Invite consultants to review their client accounts with Relevant Advisor. And Relevant Administrator empowers oversight to every aspect of the platform.

Relevant EquityWorks - Specialized Experiences fact sheet

Support for Mobile Users, Advisors, and Internal Administrators.

Provide your team, advisors, and internal admins with access to the platform anytime, anywhere.

Get the fact sheet here

While you're on our web site, take a look around! If you have any questions, we're happy to take them through [email protected].