Marketing & Client Service- Software (CRM)
[18]
ACT for Financial Professionals
Sage
www.act.com
ACT4Advisors
Allied Financial Software, Inc.
www.act4advisors.com/
800-831-7636
ACT4Advisors is an add-on for ACT! CRM. It is a customized ACT! Database specifically designed for
financial professionals.
Advent APX- has built-in CRM software with portfolio
accounting software.
www.advent.com
Advisors Assistant
Client Marketing
Systems, Inc.
www.advisorsassistant.com
Email: cms@climark.com
800-799-4267
805-773-7981
805-773-7985 Fax
ClientVision
www.clientvision.net/
360-750-0346
Ebix SmartOffice Premier Edition for Financial
Advisors
www.ebix.com
(Formerly EZ Data)
Goldmine
FrontRange Solutions
www.frontrange.com/goldmine
Grendel
www.grendelonline.com
Email: info@bigbrainworks.com
888-824-4477
In addition to Gredel's CRM, they have three other modules- Account Aggregation, Client Portal, and
Paperless Office.
IAS Solution 360
www.iassoftware.com
Email: sales@iassoftware.com
800-821-7355
IAS Solution 360 is a unified software solution consisting of a financial planning, portfolio
management, reconciliation, rebalancing and trading in addition to a CRM program.
Junxure
www.junxure.com/main/
1-866-JUNXURE (586-9873)
Morningstar Advisor Workstation Office Edition
http://corporate.morningstar.com/us/asp/subject.aspx?xmlfile=178.xml
Email: productinfo@morningstar.com
312-384-4000
MAWOE includes a CRM feature along with the investment research, investment planning, portfolio
accounting and performance reporting features.
Click on the Product Views and then select Advisor to see all the products available for financial advisors.
ProTracker Advantage for Financial Professionals
Pro Tracker Software, Inc.
www.protracker.com
Redtail CRM
Red tail Technology
www.redtailtechnology.com
SalesForce
www.salesforce.com/industries/financial-services/wealth-management/
800-667-6389
Salestrakr5
www.salestrakr5
steve@salestrakr.com (Co-Founder Steve Youngblood)
pfreet@salestrakr.com (Co-Founder Paul Freet)
Easy to use, full-featured, yet affordable for small businesses.
smarshCRM
https://www.smarsh.com/prinsite/nr/default2.asp?siteid=12&webpageid=254
Email: sales@smarsh.com
866-762-7741
Upswing
www.upswingcrm.com
XLR8
Moulton Strategic Partners, Inc.
www.xlr8online.com/
877-513-3862
This is a custom configuration of the salesfore.com CRM internet-based software and is specifically
designed for financial advisory firms.
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