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

4.7

Capsule does an amazing job of putting so much functionality into such an inexpensive, simple relationship management…

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Infoflo

4.6

InfoFlo has none of the traditional complexities of CRM products. Users often get stuck between overpriced feature rich…

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Funnel CRM

0

Funnel CRM was designed for small businesses and solo freelancers who do not want to deal with complicated systems…

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ProTrak

ProTrak CRM is a solution to help control operational risks. Managers deal with risk daily, involving general compliance, email compliance and process ineffiency. With ProTrak a user will be able to see the sales activities and follow-ups in a comprehensive report. ProTrak’s workflow processes request, collect and store due diligence questionnaires. Emails and associated documents are stored as “read-only” activities within ProTrak; a vital step in any compliance process. When undergoing an SEC audit, all relevant documentation is readily available making the process clean and efficient. Pricing for this product is not yet available to the public.

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Maximizer CRM Wealth Manager - Maximizer

Maximizer CRM Wealth Manager was first launched in 2012. Their mission was to provide a client relationship management solution for wealth managers. With each release developed, their feature rich solution grew to meet the expectations of the market and their customers. The Software fuels business success with a simple, accessible, affordable and adaptable CRM solution that provides value. It enables users to do more with less, providing a central lead management and client service Pricing starts at $65 per user month and a free trial is available.

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Act4Advisors

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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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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Junxure CRM - AdvisorEngine

Junxure is a CRM solutions and practice improvement firm that provides technology, consulting and training to help financial advisors. Junxure is focused on expanding current offerings and technology integration as a key to helping advisors become more efficient and productive. Each tools is painstakingly tuned to the specialized, day-to-day needs of clients and their teams making each task faster and easier. AdvisorEngine acquired Junxure CRM in January 2018.

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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

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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Wealthbox

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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