CRM

Enhance Investor have created a solution that inables IFAs to provide clients with a real value add and go a...

Grendel's modules include exhaustive client information management, compliance management, wealth management, account aggregation, email and file archive, client portal, practice...

Junxure is a CRM solutions and practice improvement firm that provides technology, consulting and training to help financial advisors build...

Powered by Salesforce Lightning, Practifi's industry specific business management platform provides the ecosystem and end-to-end support wealth management firms need...

Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Redtail is bringing next-generation...

Financial Services Cloud is an integrated platform designed to drive stronger client relationships that last generations. Powered by Lightning, Financial...

Investing in a CRM solution goes beyond managing client data. Salentica equips you with a powerful and integrated CRM that...

The Skience platform is built on fifteen years of experience and problem-solving within the broker-dealer community; our enterprise clients benefit...

After more than three decades of empowering advisors to excel in all aspects of their professions, SmartOffice remains the most...

Wealthbox® is a web-and-mobile CRM application for financial professionals, launched on February 11, 2014. Integrated with leading broker-dealers and wealth-tech...