CRM built for wealth management firms, RIAs, and family offices, now part of SS&C
Best Financial CRM Software
Financial services customer relationship management (CRM) software provides a centralized platform for managing customer interactions and relationships within the financial sector. These solutions cater to institutions like banks, hedge funds, investment firms, and insurance agencies, enabling them to create, nurture, and strengthen client relationships effectively.
Key capabilities include:
- Contact and customer data management
- Account analysis and client portfolio tracking
- Meeting and appointment scheduling
- Sales pipeline and opportunity management
- Know Your Customer (KYC) verification processes
- Client outreach and communication tools
Financial services CRM systems integrate with other industry-specific software such as financial research tools, investment portfolio management solutions, and accounting systems. This integration allows for a consolidated view of client data and streamlined workflows.
By centralizing customer data and interactions, these CRM solutions empower financial professionals to deliver personalized experiences, manage compliance processes, and drive revenue growth through optimized client relationships.
To qualify for the Financial Services CRM category, a product must:
- Provide tailored features for financial services firms
- Maintain customer contact databases
- Integrate with other financial software ecosystems
- Offer client outreach and engagement capabilities
The core value proposition is enabling financial institutions to cultivate stronger client relationships through centralized data, integrated processes, and purpose-built functionality for the sector’s unique requirements.
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Featured Software
List of 19 Best Softwares
Showing 21 - 19 of 19 products
Salentica is a customer relationship management platform purpose built for wealth management firms, RIAs, and family offices. Originally a Toronto based company, Salentica was acquired by SS&C Technologies in 2016 and now operates as part of the SS&C Black Diamond Wealth Solutions suite, with the salentica.com domain redirecting to SS&C's site. It offers products including Salentica Elements, built on Salesforce, and Salentica Engage, built on Microsoft Dynamics 365.
The platform focuses on financial account hierarchies, householding structures, and custodian data feeds, with workflow automation, compliance tracking, and a client 360 degree view. Official pricing figures are not published; firms must contact SS&C for a quote.
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Features
View all Salentica Features- Client 360 degree view with communication timelines and relationship insights
- No code workflow builder with repeatable templates
- Support for financial account hierarchies and householding structures
- Real time integration with custodian data feeds
- Enterprise grade security with encrypted data access and audit trails
- Compliance support for KYC and record keeping requirements
- Available on both Salesforce (Elements, Edge) and Microsoft Dynamics 365 (Engage) platforms
- Automated reporting and opportunity tracking
Pricing
Salentica Caters to
- StartUps
- SMEs
- Agencies
- Enterprises
AI powered deal and relationship intelligence platform for private capital and professional firms
DealCloud, part of Intapp, is a deal and relationship management platform built for private capital firms, investment banks, law firms, and other professional services organizations. It centralizes pipeline management, relationship intelligence, and workflow automation, automatically capturing activity from Outlook and enriching records with third party market data such as Preqin and PitchBook.
The platform includes AI features such as DealCloud Activator for relationship signals, Smart Tags for identifying companies and contacts in text, and a mobile app for accessing dashboards and logging notes offline. Pricing is not publicly disclosed and is quoted per firm through Intapp's sales team.
Read DealCloud (Intapp) Reviews
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Explore various Keka features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all DealCloud (Intapp) Features- AI driven relationship intelligence that surfaces opportunity and risk
- Zero entry activity capture from Outlook and Teams
- Configurable pipeline and deal stage workflows
- Data enrichment from Preqin, PitchBook, and FactSet
- DealCloud Activator with relationship and opportunity signal alerts
- Mobile app with offline note capture and calendar sync
- Embedded compliance with role based permissions and audit trails
- Conversational AI for querying firm data in plain English
Pricing
DealCloud (Intapp) Caters to
- StartUps
- SMEs
- Agencies
- Enterprises
CRM for RIAs and financial advisors built to automate workflows and client service
AdvisorEngine CRM, formerly known as Junxure, is a customer relationship management platform built specifically for Registered Investment Advisors and wealth management firms. It combines contact management, workflow automation, and client communication tools with a reengineered architecture aimed at faster page loads and firm level configuration.
The platform is used by over 1,400 advisory firms and includes drag and drop workflow building, online prospecting forms, email and letter templates, and unlimited data storage. It integrates with custodians such as Charles Schwab, Fidelity, and Pershing along with tools like Orion Advisor Services and Constant Contact.
Read AdvisorEngine (Junxure) Reviews
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- Drag and drop workflow automation with interval based reminders
- Online form builder for turning website visitors into prospects
- Email and letter template creation for bulk or individual client correspondence
- Automatic email documentation in client history
- Firm level and individual user configuration
- Unlimited secure data storage at no extra cost
- Integrations with major custodians and portfolio management systems
- Internal analytics and client facing reporting
Pricing
AdvisorEngine (Junxure) Caters to
- StartUps
- SMEs
- Agencies
- Enterprises
Unified portfolio management, trading, reporting, and CRM platform for RIAs
Envestnet Tamarac is a unified wealth management platform for Registered Investment Advisors, combining portfolio trading and rebalancing, customizable performance reporting, a client portal, a proposal tool, unified managed accounts, and a built-in CRM. The trading and rebalancing engine automates trade execution and tax optimization, while reporting tools track portfolios against benchmarks and generate scheduled client statements.
Tamarac has served RIAs for over 25 years and is now part of Envestnet; its original domain, tamaracinc.com, redirects to Envestnet's site. Pricing is not published, so firms must contact Envestnet's sales team for a quote, though bundling Tamarac Reporting with Trading or MoneyGuide can reduce first year subscription costs.
Read Envestnet Tamarac Reviews
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Explore various Keka features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all Envestnet Tamarac Features- Automated trading, rebalancing, and tax optimization
- Customizable investment performance and holdings reporting
- Scheduled PDF report generation and delivery
- Client Portal with a customizable view of a client's full financial picture
- Proposal tool for constructing and presenting investment strategies
- Unified Managed Accounts (UMA) automation across multiple accounts
- Built-in CRM integrated with Microsoft Office 365 and Outlook
- Portfolio deviation tracking across multiple category levels
Pricing
Envestnet Tamarac Caters to
- StartUps
- SMEs
- Agencies
- Enterprises
Salesforce-based CRM purpose-built for wealth management firms
Practifi is a customer relationship management platform purpose-built for wealth management and advisory firms, built on the Salesforce platform. It provides role-based dashboards for advisors, compliance officers, and operations staff, pre-built workflows for account openings and annual reviews, and relationship intelligence that surfaces referral opportunities and client milestones.
Practifi recently added Practifi Intelligence, an AI layer for automated follow-ups and natural language commands. The company does not publish set pricing or offer free trials, instead pricing an annual subscription individually per firm through a guided sales process, with implementation support, a dedicated Client Success Manager, and the PractifiU training platform included. Practifi was founded in Australia and now also has headquarters in Chicago.
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Explore various Keka features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all Practifi Features- Role-based dashboards for advisors, compliance officers, and operations staff
- Relationship intelligence highlighting referral opportunities and client milestones
- Pre-built workflows for account opening and annual client reviews
- Practifi Intelligence AI layer for automated follow-ups and summaries
- Conversational natural-language interface for creating tasks and updating records
- Built on Salesforce with API access and wealthtech integrations
- PractifiU on-demand training and e-learning platform
- Dedicated Client Success Manager and guided implementation
Pricing
Practifi Caters to
- StartUps
- SMEs
- Agencies
- Enterprises
AI-powered CRM workspace built for financial advisors and RIAs
Wealthbox is a cloud-based CRM built for financial advisors, RIAs, broker-dealers, and other wealth management teams. It combines contact management, a two-way email sync, task management, activity streams, and workflow automation in a single collaborative workspace, and integrates with more than 150 custodial and wealthtech platforms.
Plans range from Basic to Premier, each adding more contact roles, teams, opportunity pipelines, and file storage, with a custom Enterprise tier for larger firms. An AI Notetaker add-on summarizes client meetings and captures follow-ups. Wealthbox offers a 14 day free trial and is developed by Starburst Labs, based in New York City.
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Features
View all Wealthbox Features- Contact management with full interaction history
- Wealthbox Mail two-way email sync
- Task management linked to contacts, accounts, and opportunities
- Real-time team activity streams
- Workflow automation with templates
- AI Notetaker for meeting prep, summaries, and follow-ups
- Customizable CRM reporting and charts
- 150+ integrations with custodians and wealthtech apps
- Mobile apps for iOS and Android
- Multi-layered security with 256-bit SSL encryption and MFA
Pricing
Wealthbox Caters to
- StartUps
- SMEs
- Agencies
- Enterprises
CRM built for financial advisors with compliance-ready workflows and messaging
Redtail CRM is a client relationship management platform built specifically for financial advisors and wealth management teams. It centralizes contact records, household mapping, sales pipelines, calendaring, and document storage, and includes compliant email archiving plus Redtail Speak for secure, archived text messaging with clients.
The Growth plan adds automated workflows, bulk email, and calendar sync, while the Enterprise tier serves larger advisor networks with custom licensing agreements. Redtail integrates with over 100 wealthtech tools including Orion, Schwab, and eMoney, and offers a 30 day free trial. The company is based in Sacramento, California, and is now part of Orion Advisor Solutions.
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Features
View all Redtail CRM Features- Contact and household management with relationship linking (spouse, dependent, trustee, business partner)
- Sales pipeline and opportunity tracking
- Automated workflows for onboarding, client communications, and reviews
- Redtail Speak compliant, archived text messaging
- Redtail Imaging document management with 200GB storage on Growth plan
- Email and calendar sync with Office 365 and Google Calendar
- Secure mobile app for iOS and Android
- 100+ third-party integrations including Orion, Schwab, and eMoney
- Customizable contact segmentation and detailed reporting
Pricing
Redtail CRM Caters to
- StartUps
- SMEs
- Agencies
- Enterprises
Industry-specific CRM built on Salesforce for banks, wealth managers, and insurers
Salesforce Financial Services Cloud is an industry-specific CRM built on the Salesforce Sales Cloud and Service Cloud platform for banks, wealth management firms, insurers, and lending institutions. It gives advisors and bankers a 360-degree view of client relationships through Financial Accounts, Goals, and Action Plans, plus a visual Relationship Map that shows household and business connections.
The platform automates onboarding, loan processing, and policy servicing with Action Plan templates, tracks document status for compliance, and surfaces Einstein AI recommendations for next best actions. Pricing starts at $325 per user per month for the Sales or Service edition, billed annually, with a 30 day free trial available.
Read Salesforce Financial Services Cloud Reviews
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Explore various Keka features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
- 360-degree client view with Financial Accounts, Goals, and Action Plans
- Relationship Map visualizing household and business connections
- Action Plan templates for onboarding, loan processing, and policy servicing
- Document Tracking and Compliance Alerts
- Einstein Next Best Action AI recommendations
- Real-time digital quoting and policy management for insurance
- Loan and deposit account origination tools
- Process Compliance Navigator for regulatory governance
- Built on Sales Cloud/Service Cloud Enterprise and Unlimited Edition foundation
Pricing
Salesforce Financial Services Cloud Caters to
- StartUps
- SMEs
- Agencies
- Enterprises
Best Sales CRM Software built just for SMEs
Pepper Cloud CRM is the best sales CRM tool built for SMEs, that helps in managing leads, sales opportunities, customer interaction, and revenue forecasting with a single platform. It suits business needs across multitudes of industries, like manufacturing, real estate, food delivery, finance, travel, events, and beyond. An all-in-one sales CRM that perfectly matches the sales and marketing requirements to grow and automate business. It comes with features like sales and marketing automation, sales pipeline management, WhatsApp integration, lead capture and generation, email marketing, etc. An Omnichannel CRM that fully integrates with messaging channels like WhatsApp, Facebook, Instagram, and Telegram; accounting software like Xero; email marketing software like MalierLite and MailChimp; voice and video conferencing platforms like Aircall and Zoom and more. The CRM with AI-integrated chatbot simplifies support and communication, leading to a boost in business productivity. WhatsApp integrated CRM allows the sales team to access a single WhatsApp account on multiple devices, set up WhatsApp accounts using landline numbers and includes features for sales and marketing automation, advertising, campaign broadcasting, WhatsApp catalogues, and more. Read Pepper Cloud CRM Reviews
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Explore various Keka features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all Pepper Cloud CRM Features- WhatsApp CRM
- Sales pipeline management
- Sales Forecasting
- Lead Capture & Generation
- Workflow Automation
- AI integration
- UTM tracking
- Real-time Dashboard
- Sales prospecting
- Customization
- Chatbot and widgets
- CRM security
- Insights and reporting
- omnichannel CRM
- CRM integration with features like accounting, voice call, video call, email marketing, calendar, data storage, e-commerce,
- Mobile CRM
- easy-to-use
Pricing
Pepper Cloud CRM Caters to
- StartUps
- SMEs
- Agencies
- Enterprises
Buyer's Guide
Choosing the right Financial CRM Software can save your team real time and money, but only if the tool fits how you actually work. Financial CRM Software helps you store customer and prospect information, log every interaction, and move deals through a sales pipeline. Below, we break down the core features to look for, the main benefits, typical buyers, pricing, and a simple way to compare your options.
What is Financial CRM Software?
At its core, Financial CRM Software exists to help you store customer and prospect information, log every interaction, and move deals through a sales pipeline without the friction of manual work. Good tools in this category combine a simple interface with powerful features, so both beginners and experienced users get value quickly. They also connect with the other software you use, so information flows instead of being re entered by hand.
Key features to look for in Financial CRM Software
The right feature set depends on your goals, but strong Financial CRM Software options usually include the capabilities below. Use this as a checklist when you compare tools.
- Mobile apps for updating records on the go
- Integrations with your email, calendar, and marketing tools
- Contact and account records with a full history of calls, emails, and meetings
- A visual sales pipeline with drag and drop deal stages
- Email integration with templates and automatic activity logging
- Task reminders and follow-up automation so nothing slips
- Lead capture, scoring, and assignment rules
- Reporting and sales forecasting dashboards
Benefits of using Financial CRM Software
Teams that adopt the right Financial CRM Software typically see benefits such as:
- One trusted source for every customer relationship
- Less manual data entry and more time actually selling
- Clearer visibility into your pipeline and forecast
- Faster, more consistent follow up that wins more deals
Who uses Financial CRM Software?
Financial CRM Software is used by sales teams that want to organize prospects and close more deals, small business owners who need every customer detail in one place, account managers who nurture long term client relationships, and founders who want a clear view of their pipeline and revenue. If any of these describe your situation, a tool in this category is likely worth evaluating.
How to choose the right Financial CRM Software
When comparing Financial CRM Software, weigh a few practical factors: ease of use and how quickly your team can get started, how easily it fits the way your team already sells, the quality of its email and calendar sync, how well it integrates with the tools you already use, its security and reliability, and total cost as you scale. Shortlist two or three options, then use free trials or demos to test them against your real work before deciding.
How much does Financial CRM Software cost?
Most Financial CRM Software is billed per user per month. Many options offer a free or low cost starter tier, with higher tiers unlocking automation, advanced reporting, and deeper integrations. Before you commit, map the plan limits to your expected usage so you are not surprised by overage costs or a tier that is missing a feature you need.
Use the list on this page to compare the leading Financial CRM Software options by features, pricing, integrations, and verified reviews. Shortlisting a few tools and testing them against your own workflow is the fastest way to find the right fit.
FAQs of Financial CRM Software
Financial CRM Software is software that helps you store customer and prospect information, log every interaction, and move deals through a sales pipeline. These tools bring the work into one place, cut repetitive effort, and give you clearer visibility, and this page lists and compares the leading options.
Focus on the capabilities that match your workflow, such as ease of use, the core features for your main use case, automation, integrations with tools you already use, security, reporting, and the quality of support. Prioritize what you will actually use day to day over long feature lists.
Most Financial CRM Software is billed per user per month. Many options offer a free or low cost starter tier, with higher tiers unlocking automation, advanced reporting, and deeper integrations. Compare plans against your expected usage before you commit.
Financial CRM Software suits sales teams that want to organize prospects and close more deals, as well as small business owners who need every customer detail in one place. If that sounds like you, it is worth shortlisting a few options and testing them.
Start by listing your must have features and budget, then compare the Financial CRM Software options on this page by capabilities, pricing, integrations, and reviews. Take advantage of free trials or demos to test your shortlist against your real work before deciding.
Most Financial CRM Software connects directly to Gmail, Outlook, and your calendar, so calls, emails, and meetings are logged automatically against each contact and you never lose track of a conversation.
Yes. Many Financial CRM Software options have free or affordable starter plans built for small teams, and they scale up smoothly as you add users and need more automation and reporting.