### Contents - [**Articles**](#resources-articles) - [**Discussions**](#resources-discussions) - [**Reports**](#resources-reports) # Financial Services CRM Software Resources ##### Articles, Discussions, and Reports to expand your knowledge on Financial Services CRM Software Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find [articles](#resources-articles) from our experts, [discussions](#resources-discussions) from users like you, and [reports](#resources-reports) from industry data. [ContentsExpand/Collapse Contents](#) - [**Articles**](#resources-articles) - [**Discussions**](#resources-discussions) - [**Reports**](#resources-reports) ## Financial Services CRM Software Articles [![10 Best CRM Software in Australia for 2023](https://learn.g2.com/hubfs/G2CM_FI752_Learn_Article_Images-%5BBest_CRM_Software_Australia%5D_V1a.png "10 Best CRM Software in Australia for 2023")](https://www.g2.com/articles/best-crm-software-in-australia) [ ### 10 Best CRM Software in Australia for 2023 ](https://www.g2.com/articles/best-crm-software-in-australia) Keeping track of your customers on a neverending Notes list no longer cuts it. [ ![Tanuja Bahirat](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tanuja Bahirat") TB ](https://learn.g2.com/author/tanuja-bahirat) by Tanuja Bahirat ## Financial Services CRM Software Discussions 0 Question on: Backstop Solutions Suite [The relationship options should be streamlined; is that possible? It seems repetitive.](/discussions/the-relationship-options-should-be-streamlined-is-that-possible-it-seems-repetitive) That's an interesting idea, Tia! We're working with other clients on this very topic and will have your relationship manager, Hugh, reach out to you directly for more input. Answered: Sam Bolda on February 23, 2022 [Your answer](/discussions/the-relationship-options-should-be-streamlined-is-that-possible-it-seems-repetitive/comments/new?remote=true) 0 Question on: Redtail Technology [Will you now or in the future provide rmd calculations for Retirement and Inherited accounts?](/discussions/will-you-now-or-in-the-future-provide-rmd-calculations-for-retirement-and-inherited-accounts) Protracker allowed for tracking and calculation of RMD's based off of balance ending 12/31. Will redtail be providing a service like this in the future? I am an end-user, but if I had to guess, I would say no. They are good at identifying RMD eligible clients, however, even custodians shy away from RMD calcs, since mid-year rollovers/transfers, inherited IRA complications and other factors make this complicated. We appreciate that Redtail will generate an RMD client list, and do an independent review for each client to ensure their RMDs are satisfied, considering their specific account and account history. Answered: Hannah Groom on June 16, 2020 [Your answer](/discussions/will-you-now-or-in-the-future-provide-rmd-calculations-for-retirement-and-inherited-accounts/comments/new?remote=true) 0 Question on: Altvia [Does AIM include portfolio management?](/discussions/does-aim-include-portfolio-management) AIM’s Deal-tracking functionality optimizes the evaluation process of fund and direct investment opportunities from sourcing to completion. The AIM CRM holds every piece of information you have on a potential investment — deal information, fund details, due diligence — allowing you to make informed and efficient decisions. Once you’ve built your portfolio, AIM provides powerful tools to track all performance-related aspects over time including valuation information and other critical metrics. Answered: Morgan O'Mara on October 17, 2019 [Your answer](/discussions/does-aim-include-portfolio-management/comments/new?remote=true) - ‹ Prev ‹ Prev - 1 - [2](/categories/financial-services-crm/resources?discussions_page=2) - [3](/categories/financial-services-crm/resources?discussions_page=3) - [4](/categories/financial-services-crm/resources?discussions_page=4) - [5](/categories/financial-services-crm/resources?discussions_page=5) - … - [10](/categories/financial-services-crm/resources?discussions_page=10) - [11](/categories/financial-services-crm/resources?discussions_page=11) - [Next › Next ›](/categories/financial-services-crm/resources?discussions_page=2) ## Financial Services CRM Software Reports Momentum Grid® Report for Financial Services CRM Summer 2026 G2 Report: Momentum Grid® Report Mid-Market Grid® Report for Financial Services CRM Summer 2026 G2 Report: Grid® Report Small-Business Grid® Report for Financial Services CRM Summer 2026 G2 Report: Grid® Report Grid® Report for Financial Services CRM Summer 2026 G2 Report: Grid® Report Grid® Report for Financial Services CRM Spring 2026 G2 Report: Grid® Report Small-Business Grid® Report for Financial Services CRM Spring 2026 G2 Report: Grid® Report Momentum Grid® Report for Financial Services CRM Spring 2026 G2 Report: Momentum Grid® Report Mid-Market Grid® Report for Financial Services CRM Spring 2026 G2 Report: Grid® Report Grid® Report for Financial Services CRM Winter 2026 G2 Report: Grid® Report Mid-Market Grid® Report for Financial Services CRM Winter 2026 G2 Report: Grid® Report