WealthboxIn the news
CRM for financial advisors, RIAs and broker-dealers
- RIAs
- Broker-dealers
- Banks and trust companies
- Family offices
CRMPer seat
Alternatives to Salesforce Financial Services Cloud
Salesforce sells a version of its CRM built for financial services, now branded Agentforce Financial Services and formerly called Financial Services Cloud. Its wealth management edition is used by wealth management firms, RIAs, broker-dealers and investment managers, and a preconfigured package, Financial Services Cloud for Advisors, targets growing RIAs. Read the Salesforce Financial Services Cloud profile.
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