Best CRM’s for Financial Services

Why would a Financial Advisor or someone in the Financial Servides Industry need a CRM? Technology is one of the most important pieces of a financial advisor’s business, from financial planning programs to risk analysis to automation platforms. CRM is the process of tracking, managing, and analyzing the interactions you have with clients, prospects, referrals, and strategic partners. You can track everything from birthdays and addresses to meeting appointments and special anniversaries.


Capsule CRM


Capsule stands out as an excellent choice for individuals in the financial services sector …

Capsule stands out as an excellent choice for individuals in the financial services sector due to its ability to cultivate robust customer relationships, optimize sales and marketing workflows, and foster business expansion. With Capsule’s finance CRM, professionals can effortlessly build stronger connections with clients, leveraging the platform’s user-friendly interface and comprehensive features. The system streamlines sales and marketing processes, allowing finance businesses to operate more efficiently and effectively. Capsule empowers finance professionals to provide an exceptional customer experience, enhancing client satisfaction and loyalty. Its tailored functionalities make it a valuable tool for those in the financial services industry, enabling them to navigate the intricacies of their profession with ease and propel their businesses towards sustained growth.

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Less Annoying CRM


Less Annoying CRM is an excellent choice for financial services due to its  …

Less Annoying CRM is an excellent choice for financial services due to its intuitive design, affordable pricing, and customizable features. The software offers a simple and streamlined approach to customer relationship management, allowing financial professionals to efficiently manage client information, track sales opportunities, and schedule appointments, all while maintaining compliance with industry regulations. With excellent customer support and no long-term contracts, Less Annoying CRM is a reliable and cost-effective solution for financial services.

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FreshBooks is an excellent choice for the financial industry due to its user-friendly  …

FreshBooks is an excellent choice for the financial industry due to its user-friendly interface, automated invoicing, and time-tracking features. With its robust reporting capabilities, FreshBooks enables financial professionals to easily manage expenses, track billable hours, and create customized financial reports. Additionally, FreshBooks integrates with a range of third-party financial tools, making it a versatile and comprehensive solution for financial services. With its strong focus on user experience and powerful accounting features,

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Junxure CRM

Junxure Cloud is a cloud-based CRM solution  designed and built by financial advisors specifically for financial advisors. It was made to help cut down on IT costs, provide consistent service and streamline your workforce.  With Junxure users can reduce data entry, minimize errors, streamline workflow, and ensure up-to-date information. Junxure integrates with many custodians and major portfolio management, reporting and back office solutions to enhance advisor productivity and create a centralized user experience. For pricing details please visit the websiste.

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What is Act4Advisors? Act4Advisors utilizes a popular contact management system, ACT!. ACT! has excellent features and is one of the easiest to use contact management systems on the market. Act4Advisors customizes ACT! for a financial services practice. Act4Advisors enables users to organize prospect and client data and stay on top of activities to keep pace with a demanding schedule. Act4Advisors Addon for ACT! is designed specifically for financial services professionals.

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Advisors Assistant

Advisors Assistant is a contact management, CRM, portfolio management and insurance tracking application designed to allow registered representatives, insurance agents, and financial planners track clients, prospects, and financial products. Since 1985 toll free technical support has been provided to users. Emphasis is placed on the design of this software making it easy to use.

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Centrex Software

Implementing a software solution for most companies can be frustration at best. Centrex Software has been simplified without reducing functionality. This software can be integrated into a business model effortlessly. With over 30 years of business and consumer software development and operations experience, Centrex knows and understands the business landscape. Using the expertise of qualified consultants they have launched a total business solution for the financing and lending industry. Centrex Software has expanded to serve the demand for their CRM software solution. Pricing available from website.

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If you’re still tracking deals and clients with old school spreadsheets (or worse, pen and paper) it’s time to step into the future. You need a CRM designed for the rigors of financial services sales. Turn more leads into revenue with this intuitive CRM for financial services. Start reaching hundreds of leads per day and creating clients for life.

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GreatSoft CRM

GreatSoft creates Practice Management systems for professional service business in Africa. Developed with industry standard Windows®tools to meet the requirements of small and large firms, the products use one database so there is no need for interfaces. Since 1987 the team has specialized in the development and implementation of profit improvement systems. Their ability to offer both service and professionalism has resulted in a successful track record and a loyal client base. The management team has experience in implementing solutions professionals like Accountants, Auditors and Consulting Engineers. Trained and specialised professional consultants operate out of offices located in Johannesburg, Cape Town and Durban.

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RedTail CRM

RedTail is an integrated technology company, the answer to making a financial professional’s office become efficient and streamlined. RedTail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals. RedTail Technology, is a leader in Web-Based Client Relationship Management solutions for the Financial Advisor, bringing next-generation technology to the Financial Advisor, helping to better manage their client base.

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Sedona CRM

SEDONA CRM is a solution that has proven itself with community and regional financial institutions, helping them obtain a tangible customer relationship. SEDONA CRM is a web-based customer relationship management system which provides technology and a support systems that are comprehensive and a tool for use in customer retention as well as customer acquisition, cross-selling and upselling, process efficiencies, analytics, campaign management, and core processor integration. It also offers SEDONA MRM, a tool that provides professional credit union services for use in member acquisition, understanding profitability, cross-selling and upselling, building commercial relationships, member retention, process efficiencies, analytics, campaign management, and core processor integration.

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Tamarac CRM

Envestnet | Tamarac enables investment advisors to run their businesses with greater efficiency, scale and profitability. Envestnet | Tamarac provides provides an integrated, web-based suite of portfolio and client management software for independent advisors and wealth managers. Mobile applications keep advisors connected to data, team members, and clients. With access to their CRM solution on Windows, iPad, tablets, and mobile phone, agents have the tools needed to deliver the best service possible. Tamarac’s technology offering is further complemented by a range of outsourced portfolio accounting services enabling advisors to spend more time with clients and growing their business.

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UGRU is a full featured, integrated Financial CRM with sales force automation including contact management, sales forecasting, and pipeline management.  Marketing automation includes mass email (up to 5,000 emails per day), drip campaigns, with campaign analytics (open rates, click through rates, bounce rates), and workflow automation with automatic follow-ups and client reminders.  The full featured accounting includes invoicing and a financial dashboard.  A collaborative, employee centric Operations Library is included, along with the Best Financial Planning—including Decision Center Calculators such as Roth IRA conversion, reverse mortgage, and guaranteed income benefit.  Market Dynamics provides life-like effect of market volatility on asset accounts, along with financial plan summaries and money flow reports in minutes. An All-in-one unified interface eliminating dreaded double entry makes UGRU the #1 CRM Financial Practice Management Suite, so you have everything you need to run a world class financial planning business.

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Weathbox is a web-and-mobile CRM application for financial professionals. Version 1.0 of Wealthbox for financial advisors was launched on February 11, 2014. New features and editions of Wealthbox in financial services are in development now. Wealthbox is easy to use offering getup-and-go-simplicity. No training required. Wealthbox allows users to share CRM activity with staff to stay in the loop and get work done while engaging with prospects. WealthinBox offers three pricing plans starting at $35 per user per month. A free 30 day trial is offered with each plan.

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