Client Relationship Management (CRM) Systems

Client billing, invoicing, and fee collection platform for financial advisors and wealth managers. S... more...

Client relationship management and financial planning platform for independent financial advisors, e... more...

Digital wealth management platform integrating CRM, portfolio management, rebalancing, client portal... more...

All-in-one wealth management platform with portfolio management, performance reporting, client porta... more...

CRM platform for financial advisory and wealth management professionals, enabling client relationshi... more...

Integrated wealth management platform providing custodial services, account opening, trading, portfo... more...

Cloud-based wealth management and financial advisory platform designed for independent financial adv... more...

Client relationship management and practice management platform designed for independent financial a... more...

Company intelligence and relationship intelligence platform providing real-time insights on companie... more...

Turnkey asset management platform providing portfolio management, investment solutions, rebalancing ... more...

Digital wealth management platform for financial advisors featuring goal-based investing, automated ... more...

Comprehensive wealth management platform for financial advisors and asset managers, providing portfo... more...

Web-based advisor dashboard providing access to client accounts, reporting, analytics, and portfolio... more...

Comprehensive wealth management platform providing portfolio management, performance reporting, acco... more...

Regulatory-compliant AI chatbot providing personalized investment recommendations and guidance for i... more...

Comprehensive wealth management software providing financial planning, portfolio management, and cli... more...

Integrated broker-dealer and custodian platform providing clearing, settlement, compliance, portfoli... more...

A robust client management system with features for tracking interactions, portfolio management, and... more...

Clienteer Mobile provides investment professionals with mobile access to their CRM, including featur... more...

An AI-native, no-code CRM and process automation platform that streamlines customer relationship man... more...

Marketing automation module for campaign management, lead generation, and customer engagement across... more...

Comprehensive wealth management platform that unifies portfolio management, client relationship mana... more...

A CRM platform designed for financial advisors to manage client portfolios, automate follow-ups, tra... more...

An intuitive and customizable CRM tool designed specifically for capital markets, offering deep inte... more...

AI-powered integrated business platform combining 40+ apps including CRM, document vault, invoicing,... more...

A comprehensive, branded client portal platform designed for financial advisers and wealth managemen... more...

A customizable client portal that integrates financial planning tools, performance reporting, and cl... more...

A cloud-based CRM platform designed for sales teams with features including sales pipeline managemen... more...

Microsoft Dynamics 365 CRM solution for financial advisors, featuring client relationship management... more...

CRM solution integrating investment management, financial planning, and client communication tools f... more...

Portfolio management and client relationship platform for financial advisors providing client onboar... more...

Open-source CRM platform for managing contacts, leads, opportunities, accounts, sales pipelines, cus... more...

Features include personalized client engagement tools, seamless integration with portfolio managemen... more...

A comprehensive assessment and benchmarking service that evaluates wealth management CRM systems bas... more...

An intelligent wealth management platform natively built for financial advisors to drive wealth crea... more...

All-in-one platform for financial advisors featuring CRM, lead generation, booking calendar, live ch... more...

AI-native advice practice management platform combining digital client engagement, advice delivery a... more...

CRM platform for financial services and advisory businesses. Organizes leads, manages client follow-... more...

Digital engagement solution for wealth management and advisory firms providing cobrowsing, video ban... more...

Mobile-first client engagement platform designed for financial advisors and insurance agents. Featur... more...

Client management, portfolio management, order management, regulatory compliance, client reporting, ... more...

Cloud-based CRM platform for managing customer interactions, tracking communication history, and org... more...

Comprehensive practice management and client relationship management platform for financial advisors... more...

Integrated platform with client relationship management, portfolio management, trading, compliance, ... more...

Integrated CRM and compliance platform designed for banks, wealth managers, and investment firms. Co... more...

Comprehensive wealth management software platform enabling financial advisors to manage client portf... more...

Investor relations and shareholder communications management platform providing CRM functionality fo... more...

A platform offering tools for managing investor engagements and communications, tracking shareholder... more...

Cloud-based investor relations platform providing real-time market data, investor analytics, and eng... more...

End-to-end wealth management platform with CRM functionality, financial planning tools, portfolio ma... more...

White-label SaaS platform for financial advisors and wealth managers to deliver branded digital weal... more...

Advisor-focused CRM with client relationship tracking, automated workflows, document management, com... more...

A no-code application development platform that allows financial advisors, insurance agents, and oth... more...

Open-source CRM platform providing customer relationship management, contact management, and sales p... more...

Cloud-based CRM platform providing contact management, sales pipeline tracking, email integration, a... more...

All-in-one CRM platform for financial advisors that automates lead capture from multiple channels (w... more...

A comprehensive CRM platform for wealth managers and financial advisors, providing client relationsh... more...

Marketing automation and CRM platform featuring multi-touch email campaigns, social media, print, pr... more...

A customer relationship management (CRM) system designed for financial services professionals includ... more...

Microsoft Dynamics 365 provides a scalable CRM and business intelligence platform for financial serv... more...

Financial planning software that helps advisors use comprehensive financial planning to motivate cli... more...

Integrated CRM capabilities within the NaviPlan financial planning platform, featuring client data m... more...

Enterprise-grade CRM with intelligent customer profiles, relationship hierarchy management, opportun... more...

A cloud-based CRM that integrates social media profiles and provides tools for contact management, l... more...

Comprehensive wealth management software platform for investment advisors featuring integrated finan... more...

Cloud-based CRM platform offering contact management, sales pipeline tracking, task automation, emai... more...

Built on Redtail CRM technology, offers seamless integration with Orion's portfolio management platf... more...

Integrated platform providing portfolio management, trading, billing, client portal, reporting, and ... more...

White-labeled client portal for wealth management firms offering portfolio reporting, goal tracking,... more...

A client relationship management platform purpose-built for asset management firms, providing tools ... more...

A CRM platform designed for financial advisors and planners to manage client relationships, interact... more...

Comprehensive business management platform for financial advisory firms featuring client relationshi... more...

Builds and manages customized private fund solutions for financial advisors, including creation of s... more...

Web-based Client Relationship Management platform for financial advisors enabling management of clie... more...

Wealth management CRM integrated with the BETA wealth management platform, featuring client relation... more...

A comprehensive CRM suite tailored for asset managers and investment professionals, offering relatio... more...

CRM solutions built on Microsoft Dynamics 365 and Salesforce platforms, tailored for wealth manageme... more...

An AI-powered CRM platform designed specifically for financial services, enabling advisors and insti... more...

Cloud-based CRM platform for managing customer relationships, sales pipelines, and communications. P... more...

Mobile application for investment professionals enabling meeting management with features for prepar... more...

Integrated financial planning software for advisors featuring CRM functionality, practice management... more...

Custodial and technology platform for independent registered investment advisors (RIAs) providing co... more...

Comprehensive financial software platform for advisors including retirement planning CRM, annuity ra... more...

Digital wealth management platform featuring guided, paperless client onboarding workflows with mult... more...

A consumer-facing service that helps individuals find and connect with qualified financial advisors ... more...

CRM designed for financial services professionals with contact management, calendar and activity tra... more...

Wealth management platform with AI-powered solutions for CRM, KYC/AML, and portfolio management. Hel... more...

Integrated wealth management and financial advisory platform providing portfolio management, client ... more...

Adaptive CRM platform with mobile meeting tools, contact management, pipeline tracking, automated fo... more...

Enables complete customer lifecycle management, personalization, compliance support, workflow automa... more...

Open Source CRM (Customer Relationship Management) software solution for SME and Enterprise. Availab... more...

White-label client portal for financial advisors, wealth managers, and planners. Features include se... more...

Comprehensive RIA platform with integrated CRM (built on Microsoft Dynamics 365), portfolio manageme... more...

Full-service brokerage platform offering investment and trading services for stocks, bonds, mutual f... more...

All-in-one customer engagement and relationship management platform for financial services professio... more...

Comprehensive wealth management software for financial advisors and family offices, providing portfo... more...

Integrated wealth management platform offering portfolio management, client relationship management,... more...

Platform providing advisory services for financial advisors and wealth managers. more...

AI-powered content curation and client communication platform for financial advisors and brokerages.... more...

Cloud-based Customer Relationship Management (CRM) platform that helps businesses manage customer in... more...

Comprehensive client lifecycle management platform optimized for wealth managers, featuring intellig... more...

Includes financial planning tools, portfolio management features, and client relationship management... more...

Centralizes client data, supports relationship management, segmentation, financial goal tracking, in... more...

Cloud-based CRM platform built specifically for financial advisors and wealth management firms. Offe... more...

A cloud-based CRM platform designed to help businesses streamline customer relationship management, ... more...

A comprehensive financial planning platform for RIAs and financial professionals. The software inclu... more...

End-to-end technology solution for accessing and managing investments in private equity, private cre... more...