Name: Fundex
Author: Fidelman & Co.

Help Desk

Web and Video Conferencing

Customer Support

Innovation Management

Development

Admissions and Enrollment

Career Center

K-12 Online Learning

Education

Audit

Business Intelligence (BI)

Collaboration

Office Suites

Procurement

Smart Spaces

Transportation & Logistics

Enterprise

Accounting

Expense Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

International Payroll

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Complex Event Processing

Component Content Management

Data Pipeline

Data Virtualization

Digital Experience Monitoring (DEM)

Disaster Recovery

Fraud Detection

Hosted Virtual Desktop

Integration Platform as a Service (iPaaS)

Internet of Things (IoT)

Network Performance Monitoring

Remote Desktop

SSL Certificate

SaaS Backup

Server Virtualization

Software Defined Networking (SDN)

Vulnerability Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Call Tracking

Contact Management

Content Management

Customer Experience Management

Email Marketing

Identity Resolution

Intent Data

Marketing Automation

Marketing OS

Product Management

Referral Marketing

Social Media Management

Survey & Forms Building

Virtual Event

Web Analytics

Marketing

Project Management

Professional Services

Construction CRM

Customer Relationship Management (CRM)

Field Sales Software

Proposal

Sales Coaching

Sales

Catering

Clinical Trial Management

Loan Servicing

Multiple Listing Service (MLS)

Nonprofit Advocacy

Retail Analytics

Retail Execution

Retail Management

Vertical-Specific

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Covercy is a Banking-Embedded Investment Management Platform built for commercial real estate investment firms. It offers automated distribution & capital call payment processing, an Investor Portal, and APY yielding checking accounts.

Covercy

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

Basic

Redtail CRM

Fundex

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

Fidelman & Co.

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.

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Home

Financial Services CRM Systems

Fundex

Overview

What is Fundex?