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.

Sage ACT! 2011 makes it easy for you to have meaningful conversations with customers by giving you an organized view of the people you do business with.

Advent Portfolio Exchange® (APX) sets the standard for portfolio management technology. This end-to-end solution integrates all phases of the investment management process - portfolio management, performance analytics, accounting and reporting, client relationship management, and marketing.

iChannel is a web browser-based, collaborative document management system. iChannel delivers the means to create, share, manipulate and manage all structured and unstructured information in a simple, secure and cost-effective manner.

Interactive Advisory Software is the industry's leading wealth management software company, serving the specific needs of independent financial advisors and broker/dealers nationwide.

Microsoft Dynamics CRM delivers rich sales automation, service management and marketing automation functionality through your browser and within your everyday productivity applications.

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

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

Sage SalesLogix offers a complete view of customer interactions across departments providing information and insights for better planning, managing, and forecasting.

SatuitCRM was built by asset management professionals for asset management professionals.