Advisors Assistant
Long-running CRM with investment and insurance policy tracking for advisors, reps and insurance agents
- Broker-dealers
- Insurance
CRMPer seat
Alternatives to ProTracker
ProTracker Software makes two web-hosted products for financial professionals: ProTracker Advantage, a CRM, and ProTracker RMD, a required minimum distribution calculator and tracker. Buyers include financial advisors, wealth managers, accountants, third-party administrators and multi-office firms. Read the ProTracker profile.
intelliflo
Practice management and advice software for UK and Australian financial advisers
- RIAs
CRMCustom quote
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
Satuit Technologies
CRM and investor portal for asset managers and wealth firms
- Asset managers
- Family offices
- RIAs
CRMPer seat
