Best Financial CRM Software

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.

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.

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.

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.

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.

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.

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

SatuitCRM is a customer relationship management platform built by Satuit Technologies for buy-side investment professionals, including institutional asset managers, hedge funds, private equity firms, real estate funds and wealth management firms. The company has served the asset management sector for about 30 years and is now part of the Dura Software portfolio. SatuitCRM covers investor relationship management, deal and pipeline tracking, compliance tools, and a secure branded investor portal called SatuitSIP for 24/7 client access to documents and data.

Satuit publishes pricing on its site. Essentials starts at $150 per user per month for a minimum of 3 users, Premium starts at $200 per user per month for a minimum of 5 users, and Enterprise starts at $300 per user per month for a minimum of 5 users. The platform deploys in the cloud or on premises, and Satuit is headquartered in San Antonio, Texas.

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.