5 Best CRM for Financial Advisors

Salesforce financial services cloud sets the gold standard and is considered the best CRM for financial advisors. It can be easily integrated with partner apps and intelligently automates the routine processes. Its intuitive workflows can be customized based on client’s needs, thus empowering them to boost productivity at lightning speed.

Branded as Dynamics 365 for finance and operations, this platform comes with the options of hybrid, cloud, and on-premises integration. It can efficiently automate and modernize different operations, allowing financial advisors to monitor portfolios in real-time.

Intuitive CRM software for buy-side investment professionals including Institutional Asset Managers, Private Equity, Wealth Managers, and Hedge Funds to track clients, prospects, interactions, and activities. 

This CRM software empowers financial advisors to easily adapt to the changing technologies since it has a very minimal learning curve. Its intuitive workflows, slick interactions, and clean designs allow the management to monitor advisor performances internally and stay updated with external client activities such as Twitter.

Junxure assists the financial advisors with reporting options such as actionable internal reports and professional finance reports to be delivered to the clients. It can capture the client’s financial information when integrated with major tech portfolio management firms and providers. Besides, there are human resources to help you get started with the platform.