Satuit Technologies
CRM and investor portal for asset managers and wealth firms
- Asset managers
- Family offices
- RIAs
CRMPer seat
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.
Intapp DealCloud
Deal, relationship and distribution CRM for private capital firms and family offices
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- Asset managers
CRMCustom quote
InvestorFlow
Salesforce-based CRM for private markets fundraising and advisor-channel distribution
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Salesforce Financial Services CloudIn the news
Enterprise CRM and AI agents for wealth management firms
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WealthboxIn the news
CRM for financial advisors, RIAs and broker-dealers
- RIAs
- Broker-dealers
- Banks and trust companies
- Family offices
CRMPer seat
Envestnet MoneyGuideIn the news
Goals-based financial planning software for advisors
- RIAs
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Financial planningPer seat
Moneytree Software
Goals-based and cash-flow financial planning software for advisors
- RIAs
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Financial planningPer seat
Backbase
Digital banking and advisor workspace platform for banks and wealth managers
- Banks and trust companies
Client experienceCustom quote