Salesforce Financial Services CloudIn the news
Enterprise CRM and AI agents for wealth management firms
- RIAs
- Broker-dealers
- Asset managers
Alternatives to Maximizer
Maximizer makes CRM software, and its financial services edition serves financial advisors, wealth and insurance teams, and the dealer firms behind them, with a strong focus on Canada. The company also sells a general CRM for sales teams. Read the Maximizer profile.
WealthboxIn the news
CRM for financial advisors, RIAs and broker-dealers
- RIAs
- Broker-dealers
- Banks and trust companies
- Family offices
CRMPer seat
Intapp DealCloud
Deal, relationship and distribution CRM for private capital firms and family offices
- Family offices
- Asset managers
CRMCustom quote
InvestorFlow
Salesforce-based CRM for private markets fundraising and advisor-channel distribution
- Asset managers
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
ZeplynIn the news
AI meeting notes and agent workflows for wealth management firms
- RIAs
- Broker-dealers
- Banks and trust companies
- Family offices
AI toolsCustom quote
ZocksIn the news
AI meeting assistant and notetaker for financial advisors
- RIAs
- Broker-dealers
AI toolsPer seat