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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.
Act4Advisors 'adds on' a customized financial services interface to the Sage ACT! software.
Founded in 1985, Client Marketing Systems, Inc. has provided software for the financial services industry for more than 26 years.
AppCrown provides the most comprehensive integration solution for independent RIAs.
Built on top of the world-renown Sage SalesLogix® CRM system, ClientLogix integrates your portfolio accounting data and other critical information from in-house spreadsheets or databases and third party systems to create a business intelligence platform designed for financial services.
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.
Junxure is the number one office management system built specifically for financial advisory firms.
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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