Advisors Assistant
Long-running CRM with investment and insurance policy tracking for advisors, reps and insurance agents
- Broker-dealers
- Insurance
CRMPer seat
Alternatives to Quivr
Quivr is a CRM for registered investment advisory firms that runs natively on Salesforce and is designed for the whole team: advisors, operations staff and client support. It was built by practicing financial planners, led by CEO Steve Drost, CFA, CFP. Read the Quivr 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
IntegratedAdvisor
Redtail CRM overlay that turns opportunity data into pipeline dashboards and team KPIs for advisory firms
- RIAs
CRMTiered