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CRM for Financial AdvisorsClose
Financial services professionals all rely on CRM tools to build and maintain client relationships. However, financial advisors have CRM needs that extend to summaries of clients’ investments, aggregation of brokerage and individual accounts in one place, integration to financial market data, portfolio rebalancing and integration and advanced reports suitable for financial management. Broker dealers, family offices and wealth management firms can deploy CRM tools suited to their unique needs and leverage them as a wealth management platform, or to build an advisory practice without the need to buy or customize point solutions.
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Best-Fit
News & Reviews

Wealthbox CRM for financial advisors is an outrageously simple, social, and collaborative wealth management platform to build an advisory practice.

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Best-Fit
News & Reviews

Get started with your 60-day free trial of Junxure Cloud! Full Name . E-mail Address

Company Info: CRM Software is a practice improvement company offering Junxure, an integrated CRM system for financial advisors.

Company HQ Address: 3651 Trust Dr, Raleigh, NC 27616, USA

Followers: 1K 

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Best-Fit
News & Reviews

This is the most comprehensive and simple to use Financial Advisor CRM in the world. You won’t be sitting in classes, watching hours of videos, or thumbing through ...

Company Info: CRM for Financial Advisors. The easiest and most effective CRM for Financial Advisors. Cloud-based and built by Advisors.

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Best-Fit
News & Reviews

Welcome to Salentica The leading CRM Solution for RIA's, Broker Dealers, Family Offices, Private and Institutional Wealth Managers, Trust Companies and Banks.

Company Info: We provide client management solutions for wealth management firms based on the Microsoft Dynamics CRM and Salesforce CRM platforms.

Company HQ Address: 245 Park Ave, New York, NY 10167, USA

Likes: 20  Followers: 64 

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Best-Fit
News & Reviews

Who We Serve. Grendel has been built specifically to support the financial professional— from the individual financial advisor to top producing teams to the broker ...

Company Info: Web based CRM for financial advisors. Also has account aggregation, compliant paperless office, client portal, email archiving, portfolio rebalancing, and more.

Company HQ Address: 140 W Gay St #300, West Chester, PA 19380, USA

Followers: 101 

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Best-Fit
News & Reviews

Advisors Assistant, the Leader in Client Management and CRM Software, helps you . Increase Sales ; Stay in touch with clients so they don't stray to other Advisors

Company Info: Advisors Assistant – The Leader in Client Management Software for Financial Services Professionals.

Company HQ Address: 880 Price Street, Pismo Beach, CA 93449, USA

Likes: 68  Followers: 391 

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Best-Fit
News & Reviews

Web-based client management solution for financial advisors. Site describes the service and provides access to customers.

Company Info: Redtail Technology is the industry leader in software for Customer Relationship Management, Document Imaging and Email solutions for financial advisors!

Company HQ Address: 11285 Pyrites Way, Gold River, CA 95670, USA

Likes: 1K  Followers: 2K 

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