Alternatives to Advisors Assistant
Advisors Assistant is a client management system built for registered representatives, insurance agents and financial planners who need to track clients, prospects and the investment and insurance products they hold. It is offered as a web-hosted private cloud service and as a locally installed Windows system. Read the Advisors Assistant profile.
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
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
IntegratedAdvisor
Redtail CRM overlay that turns opportunity data into pipeline dashboards and team KPIs for advisory firms
- RIAs
CRMTiered