Help Desk

Web and Video Conferencing

Customer Support

Accessibility Testing

Virtual Reality

Development

Attendance Tracking

Career Center

Online Proctoring Software

Education

Business Intelligence (BI)

Collaboration

Enterprise

Accounting

Cryptocurrency Mining

Payment Hubs

SaaS Spend Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

API Design

Change and Configuration Management

Cloud Storage

Data Center Power

Desktop Management

Digital Experience Monitoring (DEM)

Disaster Recovery

Enterprise Flash Array Storage

Enterprise Service Bus

Fraud Detection

Hosted Virtual Desktop

IT Operations Analytics

Identity Management

Integration Platform as a Service (iPaaS)

Managed Security Service

Message Oriented Middleware

Modular Storage Area Network (SAN)

Network Performance Monitoring

Open-Source Database

Phishing Detection and Response

Runtime Application Self-Protection

SSL Certificate

Storage Area Network

Virtualization Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Direct Mail Automation

Email Marketing

Identity Resolution

Intent Data

Marketing Automation

Mobile Marketing

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Content Management

Sales Intelligence

Sales

Catering

Clinical Trial Management

Equation Editors

Insurance Policy Administration Systems

Interior Design

Law Practice Management

Mental Health

Nonprofit Advocacy

Online Voting

Practice Management

Public Transportation

Retail Management

Vertical-Specific

root

Overview

Pricing

ProductDemos

Features

ProductDetails

Comparisons

ReviewsAndRatings

medium

M2E Cloud

Inventory Management

aPlus+ Attendance, from Cobek Software, offers a selection of attendance solutions from 'off the shelf' to more complex integrated systems. Options can be configured to integrate with an existing system.

aPlus+ Attendance

Cobek Software

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KindLink, from the company of the same name in London, is presented as a platform where businesses and charities connect and manage their corporate social responsibility, fundraising, volunteering, donor CRM, and measure and share their sustainability impact.

KindLink

Corporate Volunteering

Alert Rental Software in Colorado Springs boasts installation and successful operation in hundreds of the world’s best-automated construction, general tool, and event equipment rental companies, writing millions of rental contracts annually.  Alert is a rental software provider, doing business throughout North America, the Caribbean, and several other countries.

Alert Startup Subscription

Alert Fundamentals

Alert Summit

Alert Rental

Equipment Rental

Based in Silicon Valley, AnChain.AI is a blockchain analytics company that specializes in AI-powered platforms. AnChain.AI provides around-the-clock protection, securing crypto exchanges, protocols, and DApps worldwide for several millions of dollars in weekly transaction amounts. The Situational Awareness Platform (SAP) proactively protects crypto assets by providing proprietary artificial intelligence, knowledge graphs, and threat intelligence on blockchain transactions. The vendor states the SAP can also detect and predict vulnerabilities and threats before they occur, enabling businesses to take proactive action.

AnChain.ai

Blockchain Analysis

small

The Org

Org Chart

Orgio, Inc.

Mavenir, headquartered in Richardson, Texas, offers CloudRange, a network function virtualization (NFV) option. CloudRange allows CSPs to realize additional revenue streams by launching and scaling new services.

Mavenir CloudRange (discontinued)

Network Function Virtualization (NFV)

CloudRange Mavenir CloudRange (discontinued)

Discontinued Products

EventsWallet

Event Management

TurnKey Lender

PinPoint DMS, from LSSP Corporation, is presented as a fully customizable, non-technical approach to storing and editing files with built-in workflow, onboarding, and retention management.

PinPoint Document Management Software (DMS)

Document Management

PinPoint DMS PinPoint Document Management Software (DMS)

LSSP Corporation (PinPoint DMS)

Lilt

Translation

Lilt Inc.

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.

BNTouch Mortgage CRM

Conduent Loan Manager is a hosted customizable consumer loan servicing system that supports a range of consumer loan products with integrated features to automate processes and navigate the
dynamic credit landscape. The loan servicing platform can be used without or in addition to the vendor's consumer finance business process services — contact center, document imaging, process management and collections — to achieve even greater savings advantages.

Conduent Loan Manager

Gold Loan Software is a platform dedicated to support the lending needs of pawn brokers, from Indian company Xentric Technologies.

Gold Loan Software

According to the vendor, RightCapital's financial planning solution allows financial advisors to:
•Differentiate their value for more clients.
•Create a simple plan in as little as 10 minutes.
•Empower themselves to evolve with planning needs.

Basic

Premium

Platinum

RightCapital

Investment Portfolio Management

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.

Starter

Redtail CRM

Financial Services CRM

Orion Advisor Tech

CaptaFi

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.

Captasoft

CaptaIMS Pipeline View

Here we walk the client through using CaptaIMS and the pipeline view of their insurance clients.

Reviews

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Home

Financial Services CRM Systems

Deployment Types	Software as a Service (SaaS), Cloud, or Web-Based
Operating Systems	Unspecified
Mobile Application	No
Supported Countries	United States
Supported Languages	English

CaptaFi

Overview

What is CaptaFi?

Leaving a review helps other professionals like you evaluate Financial Services CRM Systems

Pricing

Enterprise

$40

Entry-level set up fee?

Offerings

Starting price (does not include set up fee)

Product Details

What is CaptaFi?

CaptaFi Features

CaptaFi Screenshots

CaptaFi Video

CaptaFi Competitors

CaptaFi Technical Details