MoneyGuidePro

4.9 (1)

Ebix SmartOffice

Reviews » CRM Software
November 20, 2010 Hits: 5321 Compare

Used by more than 120,000 financial advisors, Ebix is the most popular CRM in financial services. Ebix CRM is Web-based, includes document imaging, performance reporting, and asset allocation tools, and it is integrated with about 200 advisor applications and productivity tools. Ebix, which is publicly held, is the third fastest growing company in the world, according to Fortune.

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0.0 (0)

Advisor CRM - Envestnet | Tamarac

Reviews » CRM Software
November 21, 2010 Hits: 2765 Compare

Advisor CRM is built using Microsoft Dynamics® CRM and leverages applications you and your staff are already using today, like Microsoft Outlook, Word and Excel.

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0.0 (0)

Advisors Assistant

Reviews » CRM Software
November 20, 2010 Hits: 1711 Compare

Founded in 1985, Client Marketing Systems, Inc. has provided software for the financial services industry for more than 26 years.

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0.0 (0)

AppCrown

Reviews » CRM Software
November 20, 2010 Hits: 1107 Compare

AppCrown provides the most comprehensive integration solution for independent RIAs.

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0.0 (0)

Grendel Online

Reviews » CRM Software
November 26, 2010 Hits: 1654 Compare

Your search for the right CRM is over. Grendel eliminates the frustrations that plague advisors with an easy-to-use, lightning-fast, and powerful practice management solution.

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4.3 (6)

Junxure

Reviews » CRM Software
October 02, 2010 Hits: 2551 Compare

Junxure is the number one office management system built specifically for financial advisory firms.

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0.0 (0)

Morningstar Office

Reviews » CRM Software
November 21, 2010 Hits: 1231 Compare

Morningstar Office is our complete practice and portfolio management system for independent financial advisors. This single, all-inclusive platform is designed to support the core aspects of an advisor's practice.

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0.0 (0)

ProTracker

Reviews » CRM Software
November 21, 2010 Hits: 995 Compare

ProTracker Advantage is our highly-acclaimed practice management solution designed specifically for financial planning professionals.

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3.2 (2)

Redtail

Reviews » CRM Software
November 21, 2010 Hits: 3741 Compare

Redtail Technology delivers web-based Client Relationship Management (CRM) solutions for the Financial Professional.

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0.0 (0)

Upswing CRM

Reviews » CRM Software
November 21, 2010 Hits: 2419 Compare

Upswing CRM for Financial Advisors is tailor-made for financial advisors, planners and consultants.

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0.0 (0)

XLR8

Reviews » CRM Software
November 21, 2010 Hits: 895 Compare

XLR8 is a custom configuration of Salesforce.com's internet based Contact Relationship Management solution. It is specifically designed for financial advisory firms.

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