Name: Kalansh One
Author: YASH COMPUTECH SOLUTION PRIVATE LIMITED

Customer Success Management Training

Help Desk

Web and Video Conferencing

Customer Support

Text Editors

Development

Academic Advising

Education

Business Intelligence (BI)

Collaboration

Environmental Health and Safety (EHS)

Operational Analytics

Enterprise

Accounting

Blockchain Payments

Crypto Asset Management

Investor Relations

Merger and Acquisition

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employer of Record (EOR)

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Data Fabric

Database Performance Monitoring

Edge Computing

Email Encryption

Endpoint Security

Fraud Detection

Infrastructure Capacity Planning

Integration Platform as a Service (iPaaS)

Master Data Management (MDM)

Network Behavior Analysis

Network Operating Systems

Network Performance Monitoring

NoSQL Databases

Observability

Software Composition Analysis (SCA)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Channel Management

Content Management

Email Marketing

Gamification

Local Marketing

Marketing Automation

Screen and Video Capture

Social Media Management

Survey & Forms Building

Translation

Web Analytics

Marketing

Project Management

Professional Services

Customer Communication Management

Customer Relationship Management (CRM)

Sales

Data-Centric Audit Protection (DCAP)

Intrusion Detection

Operational Technology (OT) Security

Security

3D Modeling

Architecture

Aviation

Chargeback Management

Chiropractic

Computer-Aided Design (CAD)

Emergency Notification

Financial Services CRM

Membership Management

Municipal

Nonprofit Fundraising

Oil and Gas

Revenue Cycle Management (RCM)

Simulation

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Redtail CRM

Orion Advisor Tech

Junxure

AdvisorEngine

Dynamo Software

Salesforce Financial Services Cloud

Salesforce

Zinnia SmartOffice

Zinnia

Wealthbox CRM

Wealthbox (Starburst Labs, Inc)

DealCloud

Intapp

FT Amplify

Financial Times

CRMnext

CRMNEXT (Acidaes Solutions)

Finacle Core Banking

LoanAssistant

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

Affinity is a relationship intelligence platform enabling teams to leverage their network to close deals. Affinity manages relationships by auto-populating a connected CRM pipeline and unlocking introductions to decision makers.

Essential

Scale

Advanced

Affinity CRM

Kalansh One

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.

YASH COMPUTECH SOLUTION PRIVATE LIMITED

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

Kalansh One

Overview

What is Kalansh One?