Advisors Assistant
Long-running CRM with investment and insurance policy tracking for advisors, reps and insurance agents
- Broker-dealers
- Insurance
CRM8 integrationsPer seat
CRM
Client relationship management systems built for advisors and wealth firms.
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Showing 25 of 25Most complete profiles first, then A to Z
Altitude CRM
AI-native CRM for RIAs and wealth managers from the team behind Bill Good Marketing
- RIAs
CRM4 integrationsPer seat
Intapp DealCloud
Deal, relationship and distribution CRM for private capital firms and family offices
- Family offices
- Asset managers
CRM2 integrationsCustom quote
intelliflo
Practice management and advice software for UK and Australian financial advisers
- RIAs
CRMCustom quote
Satuit Technologies
CRM and investor portal for asset managers and wealth firms
- Asset managers
- Family offices
- RIAs
CRM16 integrationsPer seat
Backbase
Digital banking and advisor workspace platform for banks and wealth managers
- Banks and trust companies
Client experienceCustom quote
CanyonOps
Client service calendar that turns an advisory firm's tiered service model into recurring household work
- RIAs
Integrations & operations6 integrationsTiered
CogniCorIn the news
AI copilot for wealth firms covering meeting prep, notes, CRM updates and household-level opportunity alerts
- RIAs
AI tools5 integrations
Finity360
Suite of native Salesforce apps for document management, onboarding forms, supervision and backup at wealth firms
- RIAs
- Broker-dealers
Family-office technology2 integrationsCustom quote
FinTurkIn the news
AI-native CRM for RIAs with built-in model allocation, cash sweep and meeting notes
- RIAs
CRM9 integrationsTiered
GRemindersIn the news
Client scheduling, automated reminders and AI meeting notes for advisors, built into Redtail, Wealthbox and Advyzon
- RIAs
- Broker-dealers
- Banks and trust companies
- Insurance
Client experience12 integrationsTiered
IntegratedAdvisor
Redtail CRM overlay that turns opportunity data into pipeline dashboards and team KPIs for advisory firms
- RIAs
CRM1 integrationTiered
InvestorFlow
Salesforce-based CRM for private markets fundraising and advisor-channel distribution
- Asset managers
CRM6 integrations
Knudge
Client action-item tracking and automated reminders for financial advisors
- RIAs
- Broker-dealers
Client experience1 integrationFree tier, paid plans
OrionIn the news
Portfolio accounting, CRM, trading and TAMP platform for advisors
- RIAs
- Broker-dealers
- Banks and trust companies
- Family offices
Portfolio management2 integrationsCustom quote
Patrina
Records archiving, compliance suite and CRM for broker-dealers and RIAs
- Broker-dealers
- RIAs
Compliance & risk4 integrationsCustom quote
ProTracker
Web-hosted CRM and RMD calculation and tracking software for advisors, accountants and TPAs
- RIAs
CRMPer seat
Salesforce Financial Services CloudIn the news
Enterprise CRM and AI agents for wealth management firms
- RIAs
- Broker-dealers
- Asset managers
CRM3 integrations
Vega Minds
AI associate for advisors: email drafts, meeting notes and prep, CRM sync and client deliverables
- RIAs
AI tools20 integrationsSubscription
WealthboxIn the news
CRM for financial advisors, RIAs and broker-dealers
- RIAs
- Broker-dealers
- Banks and trust companies
- Family offices
CRM17 integrationsPer seat
CRM: questions to ask before you buy
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CRM in the news
- Orion
Claude sets $4,800 seat minimum; FINNY's $50 fee adds asset share
- Orion
Fidelity's $100 million floor meets Anthropic's $4,800 minimum
- Salesforce Financial Services Cloud
Betterment survey: 75% of advised investors use AI
- Orion
Fidelity's $100 million custody minimum leaves 706 of 986 RIA relationships below it
- Salesforce Financial Services Cloud
Orion to charge for API access, Salesforce to meter AI calls
- FinTurk
SEI, FinTurk, Powerlytics add tools for valuation, email, heirs