TOP 10 CRM Systems for Financial Advisors

CRM for financial advisors

TOP 10 CRM Systems for Financial Advisors. Whether you’re just starting out or have been in business for 30 years, having a solid contact relationship management system is an essential component to your growth and success. Here is a list of the TOP 10 CRM systems right now.


Wealth management is a tough business. It can also be a noble one. When you help people make sense of their money — and put it to work in support of their personal vision — you fundamentally improve their lives.

We’re on a mission to liberate more and more of your energy to make clients happy. We do it by inventing tools and services that put a vast amount of client personal and financial data at your fingertips — wherever you are — organized in whatever way makes the most sense for you and your firm.

Everything follows from there — spectacular client service, seamless teamwork, machine-like firm efficiency. Happy clients lead to growth. Efficiency leads to profit. Everybody wins.


With Salesforce, you get more than just the world’s #1 CRM platform. You also get a massive community of experts and evangelists and our commitment to your company’s growth. Join us, along with 150,000+ like-minded companies, on a path to success together.


Get what’s new as well as what’s next.
Stay ahead with innovations other companies won’t release for years. Get groundbreaking technologies like artificial intelligence thanks to three free upgrades a year, plus advanced services to help you think about your business in new and different ways.


Grow the way you want, right from the start.
Build your business on a single, secure, and scalable platform that’s easy to customize and upgrade without anything breaking. Extend your power to sell, service, and market with pre-integrated apps on AppExchange, the world’s largest business app marketplace.


Boost productivity to lightning speed.
Create the experience employees need to sell faster and get more done with our Lightning platform. Proven to drive efficiency and growth, this suite of market-leading products both increases revenues and decreases costs.


Run your whole business from a single mobile app.
Help employees move faster and be more productive with the Salesforce1 Mobile App. Close deals, service customers, track marketing, and even collaborate and share files on any device — all from a single, integrated mobile app.


Say hello to the 2.3M+ Trailblazers in our family.
Share experiences and expertise with one of the largest, most passionate communities of people, partners, and developers, all brought together and driven by a common goal: blazing a trail for, and right alongside, their customers.


Wealthbox is easy to use. Signup-and-go-simplicity. No training required.

Wealthbox allows you to share CRM activity with your staff to stay in the loop and get work done.

Monitor coworker activity internally and client updates externally on social networks like Twitter.

Clean design. Intuitive workflows. Slick interaction. Social architecture.

Just $35 per month, per user. No minimum users. Pay as you go. Cancel anytime.


Envestnet | Tamarac, a division of Envestnet, Inc. (NYSE: ENV), is a leading provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors and wealth managers. Envestnet | Tamarac enables investment advisors to run their businesses with greater efficiency, scale and profitability through our custodian agnostic technology platform and outsourced portfolio management services.

Tamarac serves over 800 RIA firms, collectively managing more than $500 billion in assets. Investment advisors that use Tamarac’s solution range in size from managing less than $10 million in assets to over $10 billion.

Tamarac was founded in 2000 and is headquartered in Seattle, WA.

TOP CRM Systems for Financial Advisors


Started in 2003, Redtail is named for a redtail retriever named Tucker. Our company embodies a WYSIWYG attitude; bringing our dogs to work and building play into the workspace is a counterpoint to our professional diligence, extreme customer service and constant product advancements.

Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the financial adviser. Redtail is bringing next-generation technology to the financial adviser to help them better manage their client base so that they can have MORE TIME , earn MORE MONEY and have MORE FUN!


Satuit Technologies, Inc. is the premier provider of CRM, client reporting and portal software solutions for buy-side asset management, institutional, hedge fund, wealth management, private equity, and real estate markets. Satuit Technologies software provides support for sales, lead management, client service and retention, compliance and client reporting. The firm has over 20 years of experience providing clients across the globe with their CRM and reporting solutions.

Satuit’s Founder and CEO, Karen Maguire, started the company in 1994. The company has grown into a global leader headquartered in Braintree, MA, with additional offices in Salt Lake City and London. Satuit now serves over 350 clients in more than 35 countries.

Satuit and its software have been the recipient of numerous recognitions and awards over the years including the Boston Globe’s “Top 100 Women-Led Businesses in Massachusetts,” the Inc. 5000, Waters Technology Buy-side Awards, and others. Satuit Technologies is certified as a women’s business enterprise by the Women’s Business Enterprise National Council (WBENC), the nation’s largest third-party certifier of the businesses owned and operated by women in the U.S. and is now the only certified WBE software firm providing CRM, reporting and portal solutions to the institutional asset management market.

TOP 10 CRM Systems for Financial Advisors

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