You’ve read the CRM tech reviews. You’ve heard opinions from advisors. You might have even tested a new client relationship management software system recently. After all this, are you still searching for the best CRM that’s right for you?
We compiled a list of the leading CRM solutions tailored for wealth management, and included their messaging to get a taste of each product. Each CRM solution has its own flavor that matches different tastes so shop around with this handy compilation. In subsequent blog posts, we’ll provide some guidance from our point of view on what to look for in a CRM. (Sign up to the Wealthbox email newsletter to the right for blog updates!) So, here are…
25 CRM Alternatives for Financial Advisors (in alphabetical order)
“Add-on for ACT!”
“The Leader in Client Management Software Since 1985. Web-based or Computer-based. We Do Both”
“Empowering broker-dealers and advisers to build world class businesses”
“#1 in Marketing Systems”
“Client and Prospect Management Software for Advisors”
“CRM in The Clouds”
“Client Relationship Management for Investment Advisors”
“A Leader in Managing Contacts for Over 25 Years”
“Control Your Monsters”
“The Comprehensive Solution for the Elite Advisor”
“Service + Efficiency >> Growth + Profit”
“Helping Financial Advisors Succeed”
“Financial Services”
www.microsoft.com/en-us/dynamics/crm-financial-services.aspx
“All-inclusive advisor portfolio management software.”
corporate.morningstar.com/us/asp/subject.aspx?xmlfile=142.xml
“Cloud Computing for Wall Street”
www.navatargroup.com/financial-services-cloud/navatar-advisor-ria-crm-for-salesforce.php
“Next generation CRM”
“Seeing is Believing.”
“Founded in 1969…”
“Solutions for Busy Professionals”
“A new year. A new CRM.”
“CRM for Wealth Management”
“The Customer Success Platform”
“Increasing efficiency and revenue”
“CRM Solutions for Insurance and Financial Services”
“CRM for Financial Advisors”
Note: The CRM solutions listed above (with the exception of Goldmine which many advisors have used) have features specifically tailored for financial advisors, whether as stand-alone or integrated turnkey management in an advisor’s practice. A few solutions above are also overlays atop platforms like Salesforce and Microsoft. There are other “horizontal” solutions that offer basic contact management and CRM functionality for small businesses, like small advisory firms. These include (again in alphabetical order) Base, Batchbook, Capsule, Clevertim, Clinchpad, Contactually, Insightly, Highrise, Less Annoying, OnePageCRM, Pipeline Deals, Pipeliner, Podio, Nimble, Nutshell, Odoo, Sugar CRM, Streak, and Zoho CRM among many others.
If there’s one recommendation we’d make, it’s to kick the tires and test drive a CRM before making a purchasing decision that’s based simply on a feature checklist. We’ll write more about the “user experience” in software apps soon.
Hope this helps!
Team Wealthbox
