Finance / Wealth Management CRMs

Built for financial advisors, wealth managers, and finance firms. These often include client portfolio tracking, compliance tools, and integrations with financial planning software. Focused on client financial data, compliance, and long-term advisory relationships.

AI and Analytics

API Available

Business Size

Contract Type

Deployment Options

Free Trial

Industry Focus

Integration Marketplace

Support Options

User Training Available

Customization Options

Advanced Development

Limited Advanced Development

Low-Code/No-Code

Compliance Qualifications

CCPA (California Consumer Privacy Act)

FedRAMP (Federal Risk and Authorization Management Program – U.S.)

GDPR (General Data Protection Regulation – EU)

GLBA (Gramm-Leach-Bliley Act – U.S. Financial Services)

HIPAA (Health Insurance Portability and Accountability Act – U.S.)

ISO 27001 (Information Security Management System)

PCI DSS (Payment Card Industry Data Security Standard)

SOC 2 (Service Organization Control 2)

Filters

Microsoft Dynamics 365

Microsoft Dynamics 365 is a cloud-based enterprise resource planning (ERP) and customer relationship management (CRM) platform designed to streamline business operations and enhance customer engagement. Integrating sales, marketing, customer service, finance, and supply chain management, Dynamics 365 offers a unified solution tailored to businesses of all sizes. Its flexibility, scalability, and AI-driven insights make it ideal for organizations seeking to improve efficiency, foster collaboration, and make data-driven decisions in today’s fast-paced business environment.

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Salesforce

Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses manage sales, marketing, customer service, and more in a single system.

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