Altitude CRM
AI-native CRM for RIAs and wealth managers from the team behind Bill Good Marketing
- RIAs
CRMPer seat
Alternatives to WealthY
WealthY is a white-label wealth platform for the Canadian market, sold to dealers, advisory firms and individual advisors, with separate workspaces for dealer admins, firm owners, support staff, advisors, sales teams and clients. Data is hosted in Canada and the vendor positions it for CIRO member firms. Read the WealthY profile.
FinTurkIn the news
AI-native CRM for RIAs with built-in model allocation, cash sweep and meeting notes
- RIAs
CRMTiered
Salesforce Financial Services CloudIn the news
Enterprise CRM and AI agents for wealth management firms
- RIAs
- Broker-dealers
- Asset managers
WealthboxIn the news
CRM for financial advisors, RIAs and broker-dealers
- RIAs
- Broker-dealers
- Banks and trust companies
- Family offices
CRMPer seat
Advisors Assistant
Long-running CRM with investment and insurance policy tracking for advisors, reps and insurance agents
- Broker-dealers
- Insurance
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
InvestorFlow
Salesforce-based CRM for private markets fundraising and advisor-channel distribution
- Asset managers