Advisors Assistant
Long-running CRM with investment and insurance policy tracking for advisors, reps and insurance agents
- Broker-dealers
- Insurance
CRMPer seat
Alternatives to AdvisorEngine
AdvisorEngine makes wealth management software for registered investment advisers and other financial advisory firms. Its platform combines a CRM with digital onboarding, portfolio management tools and a client portal, and the company also runs a turnkey asset management program, AdvisorEngine Portfolio Solutions, for RIAs. Read the AdvisorEngine profile.
Satuit Technologies
CRM and investor portal for asset managers and wealth firms
- Asset managers
- Family offices
- RIAs
CRMPer seat
FinTurkIn the news
AI-native CRM for RIAs with built-in model allocation, cash sweep and meeting notes
- RIAs
CRMTiered
Altitude CRM
AI-native CRM for RIAs and wealth managers from the team behind Bill Good Marketing
- RIAs
CRMPer seat
Intapp DealCloud
Deal, relationship and distribution CRM for private capital firms and family offices
- Family offices
- Asset managers
CRMCustom quote
intelliflo
Practice management and advice software for UK and Australian financial advisers
- RIAs
CRMCustom quote
