Financial Services CRM Software
Top companies in category by LLM model mentions
Financial Services CRM software is built to help banks, wealth management firms, insurance organizations, lending teams, and other financial service providers manage client relationships in one place. It centralizes contact details, communication history, account activity, and service requests so teams can maintain a clearer view of each client or prospect. This category is often searched by buyers comparing the best financial services CRM software for improving relationship management across complex, regulated workflows.
These tools are typically used by advisors, relationship managers, sales teams, customer service staff, and operations teams that need to track interactions and coordinate follow-up. Common use cases include lead and pipeline management, client onboarding, account servicing, task tracking, and cross-team collaboration. Financial services CRM platforms may also support segmentation, workflow automation, and communication logging to help teams stay organized and responsive.
Many top financial services CRM tools include reporting dashboards, activity reminders, document management, and integrations with email, calendar, and core business systems. Some also offer compliance-oriented features such as permission controls, audit trails, and data retention support, which can be important in regulated environments. By consolidating customer data and standardizing processes, these systems can improve service consistency, strengthen client retention, and help teams work more efficiently.
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InvestGlass investglass.comCATEGORY RANK #1▲ +2 -
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Savvy Wealth savvywealth.comCATEGORY RANK #2▼ -1 -
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eMoney Advisor emoneyadvisor.comCATEGORY RANK #3▲ +1 -
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SS&C Technologies ssctech.comCATEGORY RANK #4▼ -2 -
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Altitude CRM gainaltitude.aiCATEGORY RANK #5▲ +4 -
6Jump jump.aiCATEGORY RANK #6▲ +2
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Avnear avnear.frCATEGORY RANK #7▲ +3 -
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RFG Advisory rfgadvisory.comCATEGORY RANK #8▼ -3 -
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RightCapital rightcapital.comCATEGORY RANK #9▲ +2 -
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Iress iress.comCATEGORY RANK #10▲ +4 -
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Xylo AI xylo.aiCATEGORY RANK #11— no change -
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Fusion Capital Management fusioncm.comCATEGORY RANK #12— no change -
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AdvisorEngine advisorengine.comCATEGORY RANK #13— no change -
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CISE cise.ptCATEGORY RANK #14▼ -8 -
15Thakurani thakurani.inCATEGORY RANK #15— no change
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Dispatch dispatch.ioCATEGORY RANK #16— no change -
17EDISOFT GmbH edisoft.deCATEGORY RANK #17— no change
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Consorciei consorciei.com.brCATEGORY RANK #18— no change -
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Sycamore Company sycamorecompany.comCATEGORY RANK #19— no change -
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COR Financial corfinancialgroup.comCATEGORY RANK #20▼ -3 -
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Singletrack singletrack.comCATEGORY RANK #21— no change -
22Advyzon advyzon.comCATEGORY RANK #22— no change
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23InsightsCRM insightscrm.comCATEGORY RANK #23▼ -8
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360 View 360view.comCATEGORY RANK #24▼ -12 -
25Redtail redtailtechnology.comCATEGORY RANK #25— no change
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Wavvest wavvest.comCATEGORY RANK #26— no change -
27FT Custom Wealth Solutions ftcustomwealthsolutions.comCATEGORY RANK #27— no change
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Auxilium auxiliuminvest.com.auCATEGORY RANK #28— no change -
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AlbR albr.ioCATEGORY RANK #29▼ -13 -
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finfire finfire.deCATEGORY RANK #30— no change -
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OMNIMax omnimaxsoftware.comCATEGORY RANK #31— no change -
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Mystro mystro.com.auCATEGORY RANK #32— no change -
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Blanco useblanco.comCATEGORY RANK #33— no change -
34Zugo zugo.groupCATEGORY RANK #34— no change
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AdvisorCRM advisorcrm.comCATEGORY RANK #35— no change -
36Laylah laylah.caCATEGORY RANK #36— no change
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HyperSoft Technologies hypersoftindia.comCATEGORY RANK #37— no change -
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Fiinfra fiinfra.inCATEGORY RANK #38— no change -
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Practifi practifi.comCATEGORY RANK #39— no change -
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Advisors Assistant advisorsassistant.comCATEGORY RANK #40— no change -
41Gschwind Software gschwind-software.deCATEGORY RANK #41— no change
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Megos AG megos.chCATEGORY RANK #42— no change -
43CurrentClient currentclient.comCATEGORY RANK #43— no change
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Cloven cloven.caCATEGORY RANK #44— no change -
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Midwinter midwinter.com.auCATEGORY RANK #45— no change -
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Satuit Technologies satuit.comCATEGORY RANK #46— no change -
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WealthHub Solutions wealthhubsolutions.comCATEGORY RANK #47— no change -
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Wealth Dynamix wealth-dynamix.comCATEGORY RANK #48— no change -
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Hazel hazel.aiCATEGORY RANK #49▼ -31 -
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PromoBank promobank.com.brCATEGORY RANK #50— no change -
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Trust Office trustoffice.jpCATEGORY RANK #51— no change -
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SEFIN SpA sefin.itCATEGORY RANK #52— no change -
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Intelliflo intelliflo.comCATEGORY RANK #53▼ -34 -
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AdviceWorks adviceworks.netCATEGORY RANK #54— no change -
55SS&C Black Diamond sscblackdiamond.comCATEGORY RANK #55▼ -48
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PreciseFP precisefp.comCATEGORY RANK #56— no change -
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millio millio.comCATEGORY RANK #57— no change -
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RISR risr.comCATEGORY RANK #58— no change -
59Masterstroke Online masterstrokeonline.comCATEGORY RANK #59— no change
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60Poseidon useposeidon.comCATEGORY RANK #60— no change
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CircleBlack circleblack.comCATEGORY RANK #61▼ -48 -
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JIFFY.ai jiffy.aiCATEGORY RANK #62— no change -
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Alpio AG alpio.chCATEGORY RANK #63— no change -
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NovaTrak nova-trak.comCATEGORY RANK #64— no change -
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Catalyst Writing catalystwriting.comCATEGORY RANK #65— no change -
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CRMReal crmreal.onlineCATEGORY RANK #66— no change -
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Broker Information Services brokerinformationservices.ieCATEGORY RANK #67— no change -
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OptumFlex optumflex.liveCATEGORY RANK #68— no change -
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Capital Explorer capitalexplorer.frCATEGORY RANK #69— no change -
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FinManagerNet finmanagernet.itCATEGORY RANK #70— no change -
71Cloud Forex CRM cloudforexcrm.comCATEGORY RANK #71— no change
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72KOFEC kofec.comCATEGORY RANK #72— no change
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PlatformPlus platformplus.com.auCATEGORY RANK #73— no change -
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MFC IMED Mobile App mfcomadviserapp.co.zaCATEGORY RANK #74— no change -
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Work That Matters workthatmatters.co.zaCATEGORY RANK #75— no change -
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Financial Cloud financial-cloud.comCATEGORY RANK #76— no change -
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Finqy finqy.aiCATEGORY RANK #77— no change -
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D2L SystemS d2l.co.zaCATEGORY RANK #78— no change -
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Crux Analytics cruxanalytics.comCATEGORY RANK #79— no change -
80The Weston Company westoncompany.comCATEGORY RANK #80— no change
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81RetireMax retiremaxsoftware.comCATEGORY RANK #81— no change
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Microplan GmbH micro-plan.deCATEGORY RANK #82— no change -
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UGRU ugru.comCATEGORY RANK #83— no change -
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PraxiManage praximanage.comCATEGORY RANK #84— no change -
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Monax monax.dkCATEGORY RANK #85— no change -
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Actifi actifi.comCATEGORY RANK #86— no change -
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Wealthramp pamkrueger.comCATEGORY RANK #87— no change -
88JCS talkjcs.comCATEGORY RANK #88— no change
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A7 Solutions SA a7solutions.chCATEGORY RANK #89— no change -
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FinGOAL! fingoal.deCATEGORY RANK #90— no change -
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Deal Technologies dealtechnologies.coCATEGORY RANK #91— no change -
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TJIP tjip.comCATEGORY RANK #92— no change -
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Advisor Workspace planningtools.caCATEGORY RANK #93— no change -
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iSpis ispis.comCATEGORY RANK #94— no change -
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Discipline Wealth Solutions disciplinewealth.comCATEGORY RANK #95— no change -
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Focal AI meetwithfocal.comCATEGORY RANK #96— no change -
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Lumina Americas luminaamericas.comCATEGORY RANK #97— no change -
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Identifee identifee.comCATEGORY RANK #98— no change -
99El Camino Financial elcaminofinancial.comCATEGORY RANK #99— no change
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Arcus Partners arcuspartners.comCATEGORY RANK #100— no change -
101Quivr CRM quivrcrm.ioCATEGORY RANK #101— no change
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StepFourth stepfourth.ukCATEGORY RANK #102— no change -
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&money andmoney.dkCATEGORY RANK #103— no change -
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Finfox finfox.chCATEGORY RANK #104— no change -
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HWA International hwainternational.comCATEGORY RANK #105— no change -
106isLOGIC AG islogic.deCATEGORY RANK #106— no change
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MONEY-360 money-360.comCATEGORY RANK #107— no change -
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PlannerPal plannerpal.co.ukCATEGORY RANK #108— no change -
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UA Central manageua.comCATEGORY RANK #109— no change -
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QADRA qadra.comCATEGORY RANK #110— no change -
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Scientiam scientiam.com.auCATEGORY RANK #111— no change -
112Finmarkets finmarkets.clCATEGORY RANK #112— no change
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Trail Software gettrail.comCATEGORY RANK #113— no change -
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Sofistic.AI sofistic.aiCATEGORY RANK #114— no change -
115ClientTree clienttree.netCATEGORY RANK #115— no change
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Corum Wealth Management Platform corum-wmp.chCATEGORY RANK #116— no change -
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Greenbox greenboxplatform.comCATEGORY RANK #117— no change -
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Impact-Linked Finance Fund ilf-fund.orgCATEGORY RANK #118— no change -
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ThinkCQ thinkcq.comCATEGORY RANK #119— no change -
120WealthForce wealthforce.jpCATEGORY RANK #120— no change
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LegacyShield legacyshield.comCATEGORY RANK #121— no change -
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Tandems tandems.aiCATEGORY RANK #122— no change -
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SkaleCRM skalecrm.comCATEGORY RANK #123— no change -
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Introvice introvice.co.ukCATEGORY RANK #124— no change -
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Kovack Financial Network joinkfn.comCATEGORY RANK #125— no change -
126IHS Systems ihs.systemsCATEGORY RANK #126— no change
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Fulcrum Wealth Management fulcrumwm.comCATEGORY RANK #127— no change -
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Zoe Financial zoefinancial.comCATEGORY RANK #128— no change -
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Clientele Center clientelecenter.comCATEGORY RANK #129— no change -
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Mako Fintech makofintech.comCATEGORY RANK #130— no change -
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Iolando iolando.com.brCATEGORY RANK #131— no change -
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Festina Finance festinafinance.comCATEGORY RANK #132— no change -
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Couplr couplr.aiCATEGORY RANK #133— no change -
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Advisor Controls advisorcontrols.comCATEGORY RANK #134— no change -
135PROFIDA profida.co.zaCATEGORY RANK #135— no change
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Fuze fuze.websiteCATEGORY RANK #136— no change -
137Ticoon ticoon.comCATEGORY RANK #137— no change
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360 Lifecycle 360dotnet.co.ukCATEGORY RANK #138— no change -
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aixigo aixigo.comCATEGORY RANK #139— no change -
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NexJ Systems nexj.comCATEGORY RANK #140— no change -
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Agora Dealer Services agoracorp.caCATEGORY RANK #141— no change -
142Adviesbox adviesbox.nlCATEGORY RANK #142— no change
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FibreCRM fibrecrm.comCATEGORY RANK #143— no change -
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Infocus infocus.com.auCATEGORY RANK #144— no change -
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LeadCenter.AI leadcenter.aiCATEGORY RANK #145— no change -
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Plutosoft plutosoft.com.auCATEGORY RANK #146— no change -
147Fisco Pro fiscoconnect.comCATEGORY RANK #147— no change
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Alwy alwy.seCATEGORY RANK #148— no change -
149IndSec indsec.co.inCATEGORY RANK #149— no change
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Advisor360 advisor360.comCATEGORY RANK #150— no change -
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GoalsMapper goalsmapper.comCATEGORY RANK #151— no change -
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Marquis gomarquis.comCATEGORY RANK #152— no change -
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Invested Better investedbetter.comCATEGORY RANK #153— no change -
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Lyfeguard lyfeguard.comCATEGORY RANK #154— no change -
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Affluense affluense.aiCATEGORY RANK #155— no change
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