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Private Wealth Daily

CRM

Client relationship management systems built for advisors and wealth firms.

12 vendors · Updated October 26, 2026

News on CRM in your edition and on My Desk.
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Showing 12 of 12Most complete profiles first, then A to Z

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

Maximizer

CRM with a financial services edition for advisors and dealers

  • RIAs
  • Broker-dealers

CRM3 integrationsPer seat

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

InvestorFlow

Salesforce-based CRM for private markets fundraising and advisor-channel distribution

  • Asset managers

CRM6 integrations

Mili

AI meeting notes and task agents for wealth advisory firms

  • RIAs
  • Broker-dealers

AI tools20 integrationsFree 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

WealthboxIn the news

CRM for financial advisors, RIAs and broker-dealers

  • RIAs
  • Broker-dealers
  • Banks and trust companies
  • Family offices

CRM17 integrationsPer seat

Tick two to four vendors, then compare them side by side.

CRM: questions to ask before you buy

  1. How does the CRM handle households, entities and related accounts?
  2. Which workflows ship ready to use, and which need a consultant to build?
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