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Private Wealth Daily

Enterprise and Salesforce-based CRM

Client relationship management systems built for advisors and wealth firms.

5 vendors · Updated October 26, 2026

News on Enterprise and Salesforce-based CRM in your edition and on My Desk.

Showing 5 of 5Most 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

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

Quivr

Salesforce-based CRM and workflow engine built for RIA advisors and operations teams

  • RIAs

CRM20 integrationsSubscription

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

Enterprise and Salesforce-based 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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