Advisors Assistant
Long-running CRM with investment and insurance policy tracking for advisors, reps and insurance agents
- Broker-dealers
- Insurance
CRMPer seat
Alternatives to IntegratedAdvisor
IntegratedAdvisor is a dashboard add-on for advisory firms that use Redtail CRM, aimed especially at ensemble and enterprise practices. It reads opportunity and activity data from Redtail through an approved API integration, so advisors do not have to track new-business metrics by hand. Read the IntegratedAdvisor 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