Alternatives to intelliflo
intelliflo makes practice management and financial advice software for independent financial advisers and advice firms in the United Kingdom and Australia. The company says its software supports more than 29,000 advice professionals and about £505 billion in assets under advice. Read the intelliflo profile.
Advisors Assistant
Long-running CRM with investment and insurance policy tracking for advisors, reps and insurance agents
- Broker-dealers
- Insurance
CRMPer seat
Satuit Technologies
CRM and investor portal for asset managers and wealth firms
- Asset managers
- Family offices
- RIAs
CRMPer seat
ProTracker
Web-hosted CRM and RMD calculation and tracking software for advisors, accountants and TPAs
- RIAs
CRMPer seat
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
