Financial Services CRMCRMs provide a system of record for a company's contacts and communications with them. CRMs specific to the needs of financial advisors and their agencies provide the contact and task management features, as well as workflow automation, associated to general CRMs. But features unique to CRMs for financial agencies might include prospecting workflows, compliance-minded communication tools, customer onboarding workflows with finance specific assessments, financial document imaging and storage management, as well as integration with investment portfolio management tools.Redtail CRM1https://media.trustradius.com/vendor-logos/qx/PL/7B6TP37LUF9H-180x180.PNGJunxure2https://media.trustradius.com/product-logos/EX/Is/7FM7HTCALTHD-180x180.JPEGBackstop3https://media.trustradius.com/vendor-logos/5K/QR/T6RZR3AM4VDA-180x180.JPEGPropertybase4https://media.trustradius.com/vendor-logos/ku/nj/13S177PX8Z1G-180x180.PNGNexJ5https://media.trustradius.com/vendor-logos/OY/15/1AMZUJWTTM3F-180x180.PNGSalentica6https://media.trustradius.com/vendor-logos/mv/Hp/V4UZN7K2F45I-180x180.PNGEbix SmartOffice7https://media.trustradius.com/product-logos/Zz/uy/UBLK2UAE0J3X-180x180.JPEGAIM (Alternative Investment Management)8https://media.trustradius.com/product-logos/xP/SY/2TLH3WESK3O5-180x180.PNGWealthbox CRM9https://media.trustradius.com/product-logos/dg/89/LP5HZVEWGBQT-180x180.JPEGBroadridge Client Information Management10https://media.trustradius.com/vendor-logos/S0/dX/QAX3GDPNB26L-180x180.JPEG360 View11https://media.trustradius.com/vendor-logos/03/UQ/XRM90CTUGZIF-180x180.JPEGBNTouch Mortgage CRM12https://media.trustradius.com/vendor-logos/Gn/az/U2OB5URHIR0S-180x180.JPEGDealCloud13https://media.trustradius.com/vendor-logos/TL/9T/ELRBFS7Z3MI0-180x180.PNGDoxim CRM14https://media.trustradius.com/vendor-logos/Cm/3F/92FFTTI6NPRS-180x180.PNGEnvestnet Tamarac15https://media.trustradius.com/vendor-logos/Xm/ZN/XXNWHQ5NJ2OA-180x180.PNGAdvisors Assistant16https://media.trustradius.com/product-logos/Sp/bQ/VCBJTZ2UHUQF-180x180.JPEGPractifi17https://media.trustradius.com/vendor-logos/k1/kz/4MVELS2KWPRN-180x180.JPEGSalesforce Financial Services Cloud18https://media.trustradius.com/vendor-logos/tA/jR/XVG2TM0FRR4B-180x180.PNGEquisoft/connect19https://media.trustradius.com/vendor-logos/aA/oh/O08S335O436I-180x180.PNGTotal Expert20https://media.trustradius.com/vendor-logos/2H/QE/TXGWUTPK8HS8-180x180.JPEGSatuitCRM21https://media.trustradius.com/vendor-logos/77/hq/IWGTUKDPBXIK-180x180.JPEGCoreTrac CRM22https://media.trustradius.com/vendor-logos/eB/st/BE0IVWGEPVC1-180x180.JPEGLinxCRM23https://media.trustradius.com/vendor-logos/Sz/SK/3ZX7U06CDNTI-180x180.PNGGrendel24https://media.trustradius.com/vendor-logos/aA/oh/O08S335O436I-180x180.PNG

Financial Services CRM Systems

CRMs provide a system of record for a company's contacts and communications with them. CRMs specific to the needs of financial advisors and their agencies provide the contact and task management features, as well as workflow automation, associated to general CRMs. But features unique to CRMs for financial agencies might include prospecting workflows, compliance-minded communication tools, customer onboarding workflows with finance specific assessments, financial document imaging and storage management, as well as integration with investment portfolio management tools.

Financial Services CRM Products

Listings (1-24 of 24)

15 Ratings

Redtail CRM is a cloud-based CRM soluton specifically for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost.

2 Ratings

Junxure is customer relationship management (CRM) software supporting financial advisors with growth as well as helping manage advisory businesses, owned and supported by AdvisorEngine since the January 2018 acquisition.

1 Ratings

Backstop Solutions Group in Chicago provides cloud-based technology supporting hedge funds. These applications include tools for investment research and analytics, accounting, a financial services specific CRM, and investor relations and document sharing tools, as well as investment portfolio manage…

We don't have enough ratings and reviews to provide an overall score.

Propertybase is a cloud CRM for real estate brokerages and teams looking to showcase their brand and drive more business through digital experiences, collaboration and automation, from the company of the same name in Boston. The Propertybase platform includes IDX and MLS-integrated luxury websites, …

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NexJ is a customer relationship management (CRM) solution built specifically for enterprise financial services and insurance companies.

We don't have enough ratings and reviews to provide an overall score.

SS&C offers Salentica, a client relationship management (CRM) platform designed to support wealth and financial management companies in communication with and reporting to their clients. With Salentica Elements, Salentica provides a total wealth management solution.

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Ebix, headquartered in Johns Creek, offers SmartOffice, the company's practice and agency management solutions for financinal service providers and banking institutions, supporting these agencies with CRM features, supporting client engagement, note logging, financial document and data management, a…

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AIM, Altvia’s portfolio management CRM solution, is a proven solution to harness interactions of your investments, portfolio performance, and back-end systems to scale your growth. The vendor aims to help you successfully raise and deploy capital, ensure compliance and deliver a trusted and transpar…

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Wealthbox CRM from Starburst Labs in Providence is a financial sectors focused system that allows users to retrieve, create, and edit data including contacts, tasks, events, notes, opportunities, and projects, as well as build custom workflows.

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Broadridge Client Information Management is a CRM solution designed to improve the capture, flow, storage, accessibility and management of client information. It is designed to enable high-velocity client onboarding and protect client data across the relationship life cycle by eliminating paper and …

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360 View is a growth platform developed for banks and credit unions, providing the tools necessary to maximize salesteams' performance. The vendor states their solution goes beyond CRM, allowing users to gain insight into customer profitability, automate marketing campaigns, and track goals and ince…

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BNTouch in Beaverton offers their mortage CRM, a software solution that automates marketing, converts leads, and helps users stay top of mind with borrowers, as well as recruit new partners using one simple solution.

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DealCloud’s platform centralizes communication data and helps firms transform average day-to-day activities into actionable relationship intelligence. DealCloud is an Intapp company (acquired August 2018).

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Doxim’s financial services CRM software provides staff with a complete view of customer information in a central source to enable customer retention and success by putting actionable customer data right at staff members’ fingertips. The vendor states that with it, customer service reps can access a …

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Envestnet Tamarac (part of Envestnet since 2012) is a financial services CRM featuring a client engagement tools such as a client portal, interactive reporting, customizable PDF reports, document vault, budgeting tools, mobile app, as integrated financial planning.

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Advisors Assistant is Client Management Software for Financial Services Professionals that combines CRM, Insurance Tracking, and Portfolio Management in one program, with Insurance Commission and Document Management also available, from FMG Suite headquartered in San Diego.

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Practifi is the business management platform for financial services from the company of the same name in Sydney. The vendor states that it is built with a single-minded focus on growth, an industry solution that helps advise firms manage clients, partners, providers and centres-of-influence all thro…

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The Financial Services Cloud from Salesforce is used to create customized experiences for users and customers, and get information at the right to improve productivity and satisfaction. The vendor states that wealth management advisors can use the CRM’s ability to better understand and address clien…

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Equisoft/connect (formerly Kronos Finance) is a web-based CRM software specifically created for financial advisors. It enables users to centralize clients’ insurance and investment information. And the vendor state it is also a productivity, marketing, sales and compliance tool. Equisoft acquired Kr…

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Total Expert in St.Louis Park is a fintech software company that offers a Marketing Operating System (MOS) purpose built for the financial services industry. The platform enables customer facing teams (sales), marketing and compliance to work together to deliver marketing campaigns and engagement th…

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SatuitCRM from Satuit Technologies in Braintree is CRM software for buy-side investment professionals including Institutional Asset Managers, Private Equity, Wealth Managers, Hedge Funds and Alternative Investments.

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Designed specifically for community banks and credit unions, the CoreTrac CRM solution from Avolin gives users a centralized, 360-degree view of clients. With it, the vendor states financial services company workforces will become enabled to deliver outstanding customer experience outcomes.

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LinxCRM is a CRM designed just for financial services, specific to Australia and New Zealand.

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Grendel is an advisor-focused CRM with built-in data aggregation capabilities to improve business efficiency, developed by Big Brain Works, now an Equisoft Company (acquired June 2019).