# Best Financial Services CRM - Page 2

## How Many Financial Services CRM Software Products Does G2 Track?

**Total Products under this Category:** 139

### Category Stats (Jul 2026)

- **Average Rating:** 4.42/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Capsule CRM (+0.11%) - Among all products in this category, Capsule CRM recorded the largest rating increase compared to last month

_Last updated: July 31, 2026_

## How Does G2 Rank Financial Services CRM Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 2,900+ Authentic Reviews
- 139+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Financial Services CRM Software
 ![G2 Grid® for Financial Services CRM Software plotting products by satisfaction and market presence](https://www.g2.com/categories/financial-services-crm/grids.png?focus%5B%5D=25953&focus%5B%5D=19655&focus%5B%5D=880&focus%5B%5D=57593&focus%5B%5D=58410&focus%5B%5D=1585&focus%5B%5D=5753&focus%5B%5D=57594)

Highlighted products: Agentforce Financial Services (formerly Salesforce Financial Services Cloud), Redtail Technology, Maximizer, DealCloud, Wealthbox CRM, Capsule CRM, Merchant Central by NMI, and Backstop Solutions Suite.

Underlying data: [Grid® JSON](https://www.g2.com/categories/financial-services-crm/grids.json?focus%5B%5D=agentforce-financial-services-formerly-salesforce-financial-services-cloud&focus%5B%5D=redtail-technology&focus%5B%5D=maximizer&focus%5B%5D=dealcloud&focus%5B%5D=wealthbox-crm&focus%5B%5D=capsule-crm&focus%5B%5D=merchant-central-by-nmi&focus%5B%5D=backstop-solutions-suite)

**Sponsored**

### Dynamo Software

Dynamo Software is the industry’s leading end‑to‑end AI powered alternative investment management platform centralizing, streamlining, and automating front-to-back-office investment operations. Dynamo’s full investment lifecycle covers deal management, investor relations, portfolio monitoring, fund accounting, research, and portfolio management in a single, secure platform. Dynamo v3.0 introduces an intelligent interface designed specifically for investment professionals. Powered by DynamoAI as the advanced core layer, the platform streamlines workflows by automating tasks such as document tagging, precise financial data extraction, conversational Q&A across firm data, and relationship insights—all functioning effortlessly without relying on external tools. The unified platform supports private equity, venture capital, private credit, real estate, infrastructure, and fund of funds. Dynamo helps teams operate with greater efficiency, gain deeper insight into their investments and relationships, and make faster and more confident decisions at every stage of the investment lifecycle. Benefits of Dynamo: • Next-Gen Intelligent Dynamo v3.0 Interface: Built from the ground up based with AI and automation to optimize user experience, reducing clicks, accelerating onboarding, and driving faster, team-wide adoption. • AI-Driven, Built-In Expertise: DynamoAI enables auto-tagging, document summarization, financial data extraction, conversational Q&A, and relationship scoring—all without the need for external services or tools. • Dynamo Blueprint: Expert-designed, pre-configured hubs, reports and layouts ready for immediate use. • Secure Investor Portal: Real-time engagement with configurable dashboards, electronic consent workflows for K-1s, and integrated data room—accessible on any device. • Multi-Asset Portfolio Management: Dynamo simplifies managing complex fund structures from automating capital calls, distributions, and waterfall calculations. • Dynamo Integration Ecosystem: Provides expansive integration capabilities with various data sources and third-party applications. • HoldingsInsight: White-glove service that collects, normalizes, and enriches underlying fund holdings by sector, region, and currency, pushing data directly into your Dynamo environment. • Enterprise-Grade Security: SOC 1/2/3-audited infrastructure, SAML/OAuth SSO, 2FA, encryption in transit and at rest, GAAP/ILPA/FATCA/GDPR compliance, regional hosting in NA, EMEA, APAC, UAE.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1618&secure%5Bchosen_at%5D=2026-08-01T01%3A20%3A26Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=22252&secure%5Bresource_id%5D=1618&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-services-crm%3Fpage%3D2%26source%3Dsearch&secure%5Btoken%5D=571952301107f5c0be64978266a6b724936e2ebd57d368c66b784a31b0340a4b&secure%5Burl%5D=https%3A%2F%2Fwww.dynamosoftware.com%2Fget-a-demo%2F%3Futm_source%3Dg2%26utm_medium%3Dcpc%26utm_campaign%3Dg2_paid_2026&secure%5Burl_type%5D=paid_promos)

### [Affinity](https://www.g2.com/products/affinity/reviews)

Affinity is the AI-first private capital CRM that turns relationship intelligence into action across the investment lifecycle. Built on a decade of proprietary relationship and deal data, Affinity automatically captures interactions, maps your firm's network, and surfaces the connections that move deals forward. Ascend, Affinity’s agent platform, handles the procedural work at every deal stage so teams can focus on the judgment-intensive work that drives returns. Trusted by more than 3,300 private capital firms, Affinity transforms relationship capital into a measurable competitive advantage. Powered by 31B+ interactions and 130B+ relationships, Affinity helps firms uncover opportunities sooner, move with greater conviction, and build an intelligence layer that compounds over time.

**Average Rating:** 4.4/5.0

**Total Reviews:** 66

#### How Do G2 Users Rate Affinity?

- **Has the product been a good partner in doing business?:** 7.8/10 (Category avg: 9.2/10)
- **Knowledge Base:** 7.2/10 (Category avg: 8.7/10)
- **Campaign Management:** 5.0/10 (Category avg: 8.2/10)
- **Customer Support Portal:** 7.7/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Affinity?

- **Seller:** [Affinity](https://www.g2.com/sellers/affinity)
- **Year Founded:** 2014
- **HQ Location:** San Francisco, California
- **Twitter:** @Affinity  
127,941 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f2955d8daec4a90a244d4a4abd16d675280b232e68c689f510f23fa8ef2d5268&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F7598431%2F&secure%5Burl_type%5D=linkedin_company_website)  
327 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Venture Capital & Private Equity, Financial Services
- **Company Size:** 81% Small, 17% Medium

#### What Are Recent G2 Reviews of Affinity?

**["Effortless Tracking of Investment Opportunities Without Duplicate Data Entry"](https://www.g2.com/survey_responses/affinity-review-11981226)**

**Rating:** 5.0/5.0 stars

_— Eric E._

[Read full review](https://www.g2.com/survey_responses/affinity-review-11981226)

**["Gold standard of VC CRM"](https://www.g2.com/survey_responses/affinity-review-10068433)**

**Rating:** 4.5/5.0 stars

_— Verified User in Venture Capital & Private Equity_

[Read full review](https://www.g2.com/survey_responses/affinity-review-10068433)

#### What Are G2 Users Discussing About Affinity?

- [How do you use affinity in CRM?](https://www.g2.com/discussions/how-do-you-use-affinity-in-crm)
- [What does Affinity co do?](https://www.g2.com/discussions/what-does-affinity-co-do)
- [What is an affinity platform?](https://www.g2.com/discussions/what-is-an-affinity-platform)
- [What is CRM affinity?](https://www.g2.com/discussions/what-is-crm-affinity)

### [AdvisorEngine CRM](https://www.g2.com/products/advisorengine-crm/reviews)

AdvisorEngine CRM is built for advisors, by advisors. Trusted by wealth managers since 2000, it inherently understands the business, offering specific workflow automation and exceptional client service. AdvisorEngine CRM features deep integrations with many custodians and major portfolio management, reporting, and back-office solutions to enhance advisor productivity and create a centralized user experience. Our team is always ready to assist all levels of user support, from general “how-to” primers to deep technical questions via email, phone, or with a screen sharing session. Month after month, our technical support team earns a 98% approval rating - users love our support experts.

**Average Rating:** 4.0/5.0

**Total Reviews:** 26

#### How Do G2 Users Rate AdvisorEngine CRM?

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10)
- **Knowledge Base:** 9.7/10 (Category avg: 8.7/10)
- **Campaign Management:** 10.0/10 (Category avg: 8.2/10)
- **Customer Support Portal:** 9.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind AdvisorEngine CRM?

- **Seller:** [Junxure](https://www.g2.com/sellers/junxure)
- **Year Founded:** 2000
- **HQ Location:** Raleigh, NC
- **Twitter:** @JunxureCRM  
2,070 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7c81bc875417cc7d18d3a311cb0a42c5784a77462d433dfbd59e3aaf8c6bebc3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F882458&secure%5Burl_type%5D=linkedin_company_website)  
9 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Investment Management
- **Company Size:** 92% Small, 8% Medium

#### What Are Recent G2 Reviews of AdvisorEngine CRM?

**["Junxure does exactly what we need"](https://www.g2.com/survey_responses/advisorengine-crm-review-10451893)**

**Rating:** 4.5/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/advisorengine-crm-review-10451893)

**["Advisor Engine - great CRM and good Customer Service"](https://www.g2.com/survey_responses/advisorengine-crm-review-7311961)**

**Rating:** 4.0/5.0 stars

_— Chanyn P._

[Read full review](https://www.g2.com/survey_responses/advisorengine-crm-review-7311961)

#### What Are G2 Users Discussing About AdvisorEngine CRM?

- [What is AdvisorEngine CRM used for?](https://www.g2.com/discussions/what-is-advisorengine-crm-used-for)
- [What does Junxure do?](https://www.g2.com/discussions/what-does-junxure-do)
- [What is the use of Junxure?](https://www.g2.com/discussions/what-is-the-use-of-junxure) - 1 comment
- [What is junxure cloud?](https://www.g2.com/discussions/what-is-junxure-cloud) - 1 comment

### [Equisoft/connect](https://www.g2.com/products/equisoft-connect/reviews)

Equisoft/connect is a web-based CRM software designed specifically for advisors seeking to optimize their business practice.

**Average Rating:** 4.4/5.0

**Total Reviews:** 26

#### How Do G2 Users Rate Equisoft/connect?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10)
- **Knowledge Base:** 8.3/10 (Category avg: 8.7/10)
- **Campaign Management:** 6.7/10 (Category avg: 8.2/10)
- **Customer Support Portal:** 8.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Equisoft/connect?

- **Seller:** [Equisoft Inc.](https://www.g2.com/sellers/equisoft-inc)
- **Year Founded:** 1994
- **HQ Location:** Montréal, CA
- **Twitter:** @Equisoft  
411 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a98b6579f2189be9aed230e038ca4776d076f24956c4ecfdbd81c1ac6c500c55&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fequisoft%2F&secure%5Burl_type%5D=linkedin_company_website)  
908 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services
- **Company Size:** 81% Small, 8% Medium

#### What Are Recent G2 Reviews of Equisoft/connect?

**["The best tool for financial security advisors"](https://www.g2.com/survey_responses/equisoft-connect-review-7717289)**

**Rating:** 5.0/5.0 stars

_— Franck J._

[Read full review](https://www.g2.com/survey_responses/equisoft-connect-review-7717289)

**["Perfect CRM for financial security advisors!"](https://www.g2.com/survey_responses/equisoft-connect-review-7667205)**

**Rating:** 5.0/5.0 stars

_— Sébastien L._

[Read full review](https://www.g2.com/survey_responses/equisoft-connect-review-7667205)

#### What Are G2 Users Discussing About Equisoft/connect?

- [What is Equisoft/connect used for?](https://www.g2.com/discussions/what-is-equisoft-connect-used-for) - 1 comment

### [Dialllog](https://www.g2.com/products/dialllog/reviews)

Dialllog is the first workflow-based CRM solving for the future of teamwork in relationship-centric businesses. It benefits teams that work with investors, startups, VCs, service providers, advisors, and portfolio companies, such as VC, PE, and IB teams.
 ✓ Get organized and connected to improve processes and relationships with your ecosystem. ✓ Simplify processes and embrace seamless communication for effective collaboration. ✓ Break down information silos and create a unified source of truth. ✓ Avoid using multiple tools such as spreadsheets, productivity apps, email, and social messaging that make it difficult to share information. Advantages of Dialllog: 
 ✓ The only CRM where teamwork is organized by workflows. 

Onboarding in a few days, not months ✓Configuration, permissions, and confidentiality designed to work for small businesses and enterprise ✓ Integrated email not just connected email. It 

delivers realtime 360 contexts to the user, about any relationship and project, not just “who knows who” ✓ Financial data enrichment from the leading data providers

**Average Rating:** 4.7/5.0

**Total Reviews:** 14

#### How Do G2 Users Rate Dialllog?

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10)
- **Knowledge Base:** 8.8/10 (Category avg: 8.7/10)
- **Campaign Management:** 8.8/10 (Category avg: 8.2/10)
- **Customer Support Portal:** 9.4/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Dialllog?

- **Seller:** [Dialllog](https://www.g2.com/sellers/dialllog)
- **Year Founded:** 2020
- **HQ Location:** London, England
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c96d4f0b4a98cc1474d91b6e4190840a7ab01b6316c56dd8f1af058a81d700d6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F75530528&secure%5Burl_type%5D=linkedin_company_website)  
13 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Venture Capital & Private Equity
- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Dialllog?

**["Super userfriendly"](https://www.g2.com/survey_responses/dialllog-review-9731477)**

**Rating:** 5.0/5.0 stars

_— Nader A._

[Read full review](https://www.g2.com/survey_responses/dialllog-review-9731477)

**["Great CRM for M&A boutique"](https://www.g2.com/survey_responses/dialllog-review-9315552)**

**Rating:** 4.0/5.0 stars

_— Nicolas C._

[Read full review](https://www.g2.com/survey_responses/dialllog-review-9315552)

### [Irwin](https://www.g2.com/products/irwin/reviews)

Irwin is an investor relations and capital markets solution for innovative public companies and their advisors built by a team of passionate entrepreneurs who know the challenges and opportunities that companies face when building relationships with the investment community. We empower thousands of IROs worldwide to manage and enhance their relationships with world-class technology, industry-leading data, award-winning support, and inspiring content.

**Average Rating:** 4.5/5.0

**Total Reviews:** 57

#### How Do G2 Users Rate Irwin?

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10)
- **Knowledge Base:** 8.9/10 (Category avg: 8.7/10)
- **Campaign Management:** 9.0/10 (Category avg: 8.2/10)
- **Customer Support Portal:** 9.2/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Irwin?

- **Seller:** [Platform Group Limited](https://www.g2.com/sellers/platform-group-limited)
- **Year Founded:** 2017
- **HQ Location:** Toronto, Ontario
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c610b24de9e6567a99ca17dc71d9b6e5737ccc44b25784db1e113e06ac198bb4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Firwinsoftware%2F&secure%5Burl_type%5D=linkedin_company_website)  
151 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Investor Relations
- **Top Industries:** Mining & Metals, Financial Services
- **Company Size:** 75% Small, 18% Medium

#### What Do G2 Reviewers Say About Irwin?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **customization** of Irwin for effectively managing investor relations and campaigns.

##### Cons

- Users find the **limited accessibility** of contacts and screening options frustrating compared to other software.
- Users find the **limited data** with Irwin restricts their contact options and screening capabilities significantly.

#### What Are Recent G2 Reviews of Irwin?

**["Irwin is one of the only software available for corporates to manage Investor Relations."](https://www.g2.com/survey_responses/irwin-review-7313971)**

**Rating:** 4.5/5.0 stars

_— Saumya C._

[Read full review](https://www.g2.com/survey_responses/irwin-review-7313971)

**["Very organized platform that has a lot of features for issuers and investors."](https://www.g2.com/survey_responses/irwin-review-7293546)**

**Rating:** 4.5/5.0 stars

_— Jay R._

[Read full review](https://www.g2.com/survey_responses/irwin-review-7293546)

#### What Are G2 Users Discussing About Irwin?

- [What is Irwin used for?](https://www.g2.com/discussions/what-is-irwin-used-for)

### [DebtPayPro](https://www.g2.com/products/debtpaypro/reviews)

A complete set of cloud based CRM tools and integrations to help financial service providers.

**Average Rating:** 4.5/5.0

**Total Reviews:** 11

#### How Do G2 Users Rate DebtPayPro?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10)
- **Knowledge Base:** 10.0/10 (Category avg: 8.7/10)
- **Campaign Management:** 10.0/10 (Category avg: 8.2/10)
- **Customer Support Portal:** 8.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind DebtPayPro?

- **Seller:** [Debt Pay](https://www.g2.com/sellers/debt-pay)
- **Year Founded:** 2009
- **HQ Location:** Schaumburg, US
- **Twitter:** @DebtPayPro  
78 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=328189cc148bbf390357a1beddcbe249273f6fd42e7b7bbfc188254fc317a67f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdebt-pay-pro&secure%5Burl_type%5D=linkedin_company_website)  
113 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 58% Small, 42% Medium

#### What Are Recent G2 Reviews of DebtPayPro?

**["Simplistic"](https://www.g2.com/survey_responses/debtpaypro-review-7909213)**

**Rating:** 4.0/5.0 stars

_— Mayte R._

[Read full review](https://www.g2.com/survey_responses/debtpaypro-review-7909213)

**["Great support staff and set up teams!"](https://www.g2.com/survey_responses/debtpaypro-review-9668994)**

**Rating:** 5.0/5.0 stars

_— Haley R._

[Read full review](https://www.g2.com/survey_responses/debtpaypro-review-9668994)

#### What Are G2 Users Discussing About DebtPayPro?

- [What is DebtPayPro used for?](https://www.g2.com/discussions/what-is-debtpaypro-used-for) - 1 comment

### [Centrex Software](https://www.g2.com/products/centrex-software/reviews)

Centrex Software is a consumer and business finance dedicated CRM and loan servicing software platform for brokers, direct funders, and investors. Rid yourself of trying to string multiple technologies together to run your finance business. Centrex brings everything that you need all under one roof. From CRM, email and SMS marketing, website integrations, deal opportunity management, to pulling credit, bank statements, ACH processing, servicing, accounting, broker portals, and client portals

**Average Rating:** 4.8/5.0

**Total Reviews:** 10

#### How Do G2 Users Rate Centrex Software?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10)
- **Knowledge Base:** 10.0/10 (Category avg: 8.7/10)
- **Campaign Management:** 10.0/10 (Category avg: 8.2/10)
- **Customer Support Portal:** 10.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Centrex Software?

- **Seller:** [Centrex Software](https://www.g2.com/sellers/centrex-software-4928fbbc-0f4e-4c4d-baf8-5514266146d6)
- **Year Founded:** 2015
- **HQ Location:** Costa Mesa, US
- **Twitter:** @centrexsoftware  
970 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e69d222efaecd91667be8d56c7a959cf29c382ff2b33773b70ae22b4e085f33e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcentrex-software%2F&secure%5Burl_type%5D=linkedin_company_website)  
7 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services
- **Company Size:** 80% Small, 10% Medium

#### What Are Recent G2 Reviews of Centrex Software?

**["Best MCA - Merchant Cash Advance CRM"](https://www.g2.com/survey_responses/centrex-software-review-5070352)**

**Rating:** 5.0/5.0 stars

_— Steve H._

[Read full review](https://www.g2.com/survey_responses/centrex-software-review-5070352)

**["Great for financing via the Cloud"](https://www.g2.com/survey_responses/centrex-software-review-7831642)**

**Rating:** 4.0/5.0 stars

_— Melinda R._

[Read full review](https://www.g2.com/survey_responses/centrex-software-review-7831642)

#### What Are G2 Users Discussing About Centrex Software?

- [What is Centrex Software used for?](https://www.g2.com/discussions/what-is-centrex-software-used-for)

### [Hubly](https://www.g2.com/products/hubly/reviews)

Hubly's software helps growing financial advisory firms deliver an exceptional client experience with a visual dashboard to manage best-practice workflows, processes, and individual client relationships. Hubly's easy to use technology prevents things from falling through the cracks for financial advisors and their teams.

**Average Rating:** 4.9/5.0

**Total Reviews:** 10

#### How Do G2 Users Rate Hubly?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10)
- **Knowledge Base:** 8.9/10 (Category avg: 8.7/10)
- **Campaign Management:** 6.7/10 (Category avg: 8.2/10)
- **Customer Support Portal:** 9.7/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Hubly?

- **Seller:** [Hubly](https://www.g2.com/sellers/hubly)
- **Year Founded:** 2019
- **HQ Location:** Vancouver, CA
- **Twitter:** @hublyinc  
225 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=75371f95c2e3efc84203af2bd2429023917d8c0d2b936c2fbf5222ac34d0a379&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fhublyinc&secure%5Burl_type%5D=linkedin_company_website)  
5 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services
- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Hubly?

**["Hubly has made my practice as efficient as it could be run."](https://www.g2.com/survey_responses/hubly-review-6846387)**

**Rating:** 5.0/5.0 stars

_— James P._

[Read full review](https://www.g2.com/survey_responses/hubly-review-6846387)

**["Hubly Experience"](https://www.g2.com/survey_responses/hubly-review-8670150)**

**Rating:** 4.5/5.0 stars

_— Jesus M._

[Read full review](https://www.g2.com/survey_responses/hubly-review-8670150)

### [WealthSphere](https://www.g2.com/products/wealthsphere/reviews)

Our LiveFile document management system can be implemented in total 'lock-down' mode completely protecting your files from file theft.

**Average Rating:** 4.5/5.0

**Total Reviews:** 10

#### Who Is the Company Behind WealthSphere?

- **Seller:** [enSynergy Professional Services](https://www.g2.com/sellers/ensynergy-professional-services)
- **Year Founded:** 1993
- **HQ Location:** Doncaster, GB
- **Twitter:** @enSynergyCom  
3 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=83bb1032027fbb9d82a70ebe6fb7550d470fb519e98d5474432a7e2a8d6cf8a4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2795526&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 60% Medium, 20% Large

#### What Do G2 Reviewers Say About WealthSphere?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **security features** of WealthSphere, appreciating its effectiveness in safeguarding sensitive document management.
- Users value the **secure and user-friendly document management** features of WealthSphere, enhancing compliance and safety for their files.
- Users value the **high security** of WealthSphere, ensuring safe database management within office applications.
- Users value the **secure cloud storage** of WealthSphere, ensuring compliance and protecting important financial documents.
- Users value the **secure storage** of WealthSphere, ensuring compliance and safety for their financial documents.

##### Cons

- Users often experience **slow performance** during high usage, which detracts from an otherwise amazing tool.
- Users find WealthSphere to be **expensive** compared to other cloud-based storage solutions, impacting overall value perception.
- Users desire **more features** in WealthSphere to enhance their overall experience and functionality.
- Users find the **high security** of WealthSphere makes it challenging to navigate and use effectively.
- Users find the **training required** for WealthSphere challenging, hindering smooth usage and overall experience.

#### What Are Recent G2 Reviews of WealthSphere?

**["easy to use document management software"](https://www.g2.com/survey_responses/wealthsphere-review-8621753)**

**Rating:** 4.5/5.0 stars

_— Himanshu V._

[Read full review](https://www.g2.com/survey_responses/wealthsphere-review-8621753)

**["Great Document Management Software"](https://www.g2.com/survey_responses/wealthsphere-review-8605267)**

**Rating:** 4.5/5.0 stars

_— Ankit P._

[Read full review](https://www.g2.com/survey_responses/wealthsphere-review-8605267)

#### What Are G2 Users Discussing About WealthSphere?

- [What is LiveFile 360 used for?](https://www.g2.com/discussions/what-is-livefile-360-used-for)

### [360 View CRM](https://www.g2.com/products/360-view-crm/reviews)

360 View CRM is a web-based software that was developed by financial institutions for financial institutions.

**Average Rating:** 4.3/5.0

**Total Reviews:** 11

#### How Do G2 Users Rate 360 View CRM?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10)
- **Knowledge Base:** 7.8/10 (Category avg: 8.7/10)
- **Campaign Management:** 8.6/10 (Category avg: 8.2/10)
- **Customer Support Portal:** 9.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind 360 View CRM?

- **Seller:** [Abrigo](https://www.g2.com/sellers/abrigo)
- **Company Website:** www.abrigo.com
- **Year Founded:** 2000
- **HQ Location:** Austin, TX
- **Twitter:** @weareabrigo  
2,607 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=340532cc8086853abe4122dd477f494490bc1b7dc26d96d146f43cbff4fdef20&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fweareabrigo%2F&secure%5Burl_type%5D=linkedin_company_website)  
984 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 64% Medium, 27% Small

#### What Are Recent G2 Reviews of 360 View CRM?

**["A step towards digital transformation"](https://www.g2.com/survey_responses/360-view-crm-review-7978386)**

**Rating:** 4.5/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/360-view-crm-review-7978386)

**["Best CRM web based software"](https://www.g2.com/survey_responses/360-view-crm-review-5285517)**

**Rating:** 4.5/5.0 stars

_— Ayush M._

[Read full review](https://www.g2.com/survey_responses/360-view-crm-review-5285517)

#### What Are G2 Users Discussing About 360 View CRM?

- [What is 360 View CRM used for?](https://www.g2.com/discussions/what-is-360-view-crm-used-for)

### [SmartOffice](https://www.g2.com/products/smartoffice/reviews)

Powerful Practice Management for Agents and Advisors SmartOffice is the only cloud CRM solution designed to help insurance agents and financial advisors deliver unparalleled client service, create trusted relationships, and generate more revenue. Our robust, modular platform addresses your practice’s immediate needs while providing you with the flexibility to add features as your business expands. Core Features • SmartOffice Anywhere lets you access your data anywhere, anytime using any smartphone or tablet. • Client Tracking helps you manage your clients’ personal and household data, send correspondence, maintain a history of all interactions, and sync that data across all of your devices. • Calendar Management provides powerful tracking of completed activities and unfinished tasks/projects, calendar sync across all of your devices, and easy appointment scheduling through Calendly. • Dynamic Reports deliver critical business intelligence, with dashboards covering everything from sales and revenue to client birthdays and policy renewal dates. • Document Storage lets you upload important documents and access then from any device. Support for external services like Docupace and PaperClip are included. • Form Filling helps you quickly complete forms by pushing SmartOffice data to apps like Docupace and Laser App. • Microsoft Office/365 integration lets you post e-mail to SmartOffice from Outlook, run SmartOffice reports from Excel, post OneNote notes to SmartOffice, and send SmartOffice correspondence from Word. Cybersecurity • Data Security shields your from cyberattacks and helps you comply with security regulations. Encryption, multi-factor authentication, and backups are included. Zinnia's security controls have been verified via an independent SOC 2 Type 2 audit. • SmartOffice Secure is an optional service that protects your users devices from cyberattacks, enhancing SmartOffice’s already robust security features. Sales & Marketing • Lead and Opportunity Tracking helps you collect and distribute leads throughout your firm and build standardized sales processes that boost productivity and enforce best practices. • E-mail Marketing helps you create compelling marketing campaigns that bring in new business. Easily push SmartOffice contact data into apps like Constant Contact, FMeX, FMG Suite, and MarketingPro. Investments • Investment Tracking helps you manage client accounts and keep positions up to date using data from providers like Albridge, Aqumulate, Broadridge/Investigo, Charles Schwab, DAZL, DST, E\*TRADE, Fidelity, LPL, Pershing, Raymond James, Rydex, Securities America, SEI, Sterne Agee, TD Ameritrade, and Walnut Street Securities. • Financial Planning and Analysis allows you to export accounts and positions to popular planning and assessment apps like eMoney, MoneyGuidePro, and Riskalyze. Insurance • Individual and Group Policy/Pending Case Tracking covers inforce and pending life, disability, medical, LTC, annuity, group, auto, homeowner, umbrella, and other policy types. Manage everything from underwriting to policy service, and get automatic status updates through the DTCC or directly from major carriers. • Commission Tracking helps you calculate expected commissions and reconcile projections with actual payments from carriers. Compliance & Reporting • Automated Archiving of communications, notes, and other interactions between your staff and clients not only helps you provide excellent client service—it also creates a complete audit trail. And it works no matter what devices your employees use. • Audit Reports provide the tools you need to quickly extract and compile notes, documents, and correspondence into a report that’s ready to present to compliance officers and auditors. • Template Administration gives the home office control over the templates their advisors use for client outreach, marketing, and other activities. • Production Dashboard provides a consolidated view of production numbers for individual advisors, branch offices, or organizations in a clear, easy-to-understand format. Automation & Integrations • Standardize and automate sales processes, application/new-business workflows, and other critical activities, making your operations faster and less vulnerable to human error. • Data Repository features allow you to centralize storage of your critical data in one secure location and provide access to your other applications through our integration hub. • Data Feeds from providers of insurance and investment data automatically keep your data up to date, eliminating the need for time-intensive manual updates. Industry Expertise • Expert Consulting Services from our team of industry veterans help you find the solution that best meets your business needs. Unlike competitors offering overpriced, one-size-fits-all products, Zinnia has been designing customized, cost-effective systems for agencies and broker-dealers for decades.

**Average Rating:** 3.7/5.0

**Total Reviews:** 26

#### How Do G2 Users Rate SmartOffice?

- **Has the product been a good partner in doing business?:** 7.9/10 (Category avg: 9.2/10)
- **Knowledge Base:** 8.3/10 (Category avg: 8.7/10)
- **Campaign Management:** 8.3/10 (Category avg: 8.2/10)

#### Who Is the Company Behind SmartOffice?

- **Seller:** [Zinnia](https://www.g2.com/sellers/zinnia)
- **HQ Location:** Atlanta, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=018c3e5f9c23eed694af9379b053522a87885c6d58666046ca710d0ae31019ad&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetzinnia&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Insurance
- **Company Size:** 64% Small, 29% Medium

#### What Are Recent G2 Reviews of SmartOffice?

**["Great product for CRM"](https://www.g2.com/survey_responses/smartoffice-review-5424173)**

**Rating:** 4.5/5.0 stars

_— Tripp B._

[Read full review](https://www.g2.com/survey_responses/smartoffice-review-5424173)

**["I Love SmartOffice!"](https://www.g2.com/survey_responses/smartoffice-review-5206524)**

**Rating:** 5.0/5.0 stars

_— Verified User in Insurance_

[Read full review](https://www.g2.com/survey_responses/smartoffice-review-5206524)

### [enVisual 360](https://www.g2.com/products/envisual-360/reviews)

For financial service providers, enVisual 360 is a modular integrated CRM, compliance, document management, trust and company administration/accounting, company accounting, practice management/time recording and enterprise billing. Scalable, self-hosting or private cloud. Module based license only the modules you need. Optional customer web portal. Powerful, simple to use, immediately productive.

**Average Rating:** 4.8/5.0

**Total Reviews:** 9

#### How Do G2 Users Rate enVisual 360?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10)
- **Knowledge Base:** 9.3/10 (Category avg: 8.7/10)
- **Campaign Management:** 8.9/10 (Category avg: 8.2/10)
- **Customer Support Portal:** 9.7/10 (Category avg: 8.6/10)

#### Who Is the Company Behind enVisual 360?

- **Seller:** [enSynergy Professional Services](https://www.g2.com/sellers/ensynergy-professional-services)
- **Year Founded:** 1993
- **HQ Location:** Doncaster, GB
- **Twitter:** @enSynergyCom  
3 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=83bb1032027fbb9d82a70ebe6fb7550d470fb519e98d5474432a7e2a8d6cf8a4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2795526&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 33% Medium, 33% Large

#### What Are Recent G2 Reviews of enVisual 360?

**["An exceptional and quirky platform for managing business workflows and CRM"](https://www.g2.com/survey_responses/envisual-360-review-9487162)**

**Rating:** 4.5/5.0 stars

_— Ventas B._

[Read full review](https://www.g2.com/survey_responses/envisual-360-review-9487162)

**["EnVisual 360 Review"](https://www.g2.com/survey_responses/envisual-360-review-9894768)**

**Rating:** 5.0/5.0 stars

_— Ankit K._

[Read full review](https://www.g2.com/survey_responses/envisual-360-review-9894768)

#### What Are G2 Users Discussing About enVisual 360?

- [What is enVisual 360 used for?](https://www.g2.com/discussions/what-is-envisual-360-used-for)

### [AdvisorEngine](https://www.g2.com/products/advisorengine/reviews)

Robust platform with CRM, workflow management, and tools to help grow your wealth management and advising business.

**Average Rating:** 4.2/5.0

**Total Reviews:** 10

#### How Do G2 Users Rate AdvisorEngine?

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.2/10)
- **Knowledge Base:** 8.3/10 (Category avg: 8.7/10)
- **Campaign Management:** 8.1/10 (Category avg: 8.2/10)
- **Customer Support Portal:** 7.8/10 (Category avg: 8.6/10)

#### Who Is the Company Behind AdvisorEngine?

- **Seller:** [AdvisorEngine](https://www.g2.com/sellers/advisorengine)
- **Year Founded:** 2014
- **HQ Location:** Raleigh, US
- **Twitter:** @advisorengine  
1,825 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3867418175d9afb0e5e5c04fdaf818bc1ce90bef64a564d89256b34b8f3ce923&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fadvisor-engine%2F&secure%5Burl_type%5D=linkedin_company_website)  
77 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services
- **Company Size:** 50% Small, 40% Large

#### What Are Recent G2 Reviews of AdvisorEngine?

**["AdvisorEngine CRM"](https://www.g2.com/survey_responses/advisorengine-review-9367610)**

**Rating:** 4.0/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/advisorengine-review-9367610)

**["AdvisorEngine Best Tool for CRM with Management"](https://www.g2.com/survey_responses/advisorengine-review-9123982)**

**Rating:** 4.5/5.0 stars

_— Sufiyan P._

[Read full review](https://www.g2.com/survey_responses/advisorengine-review-9123982)

#### What Are G2 Users Discussing About AdvisorEngine?

- [What is AdvisorEngine used for?](https://www.g2.com/discussions/what-is-advisorengine-used-for)

### [EAERA CBS](https://www.g2.com/products/eaera-cbs/reviews)

EAERA develops cutting-edge financial software solutions, such as CRM systems, CBS (Core Brokerage System), and data analytics applications, utilizing AI to enhance decision-making and efficiency. We harness AI to deliver advanced analytics and predictive insights, empowering brokers to make informed trading decisions and manage risks effectively. Our real-time data processing and analytics are essential for brokers to swiftly respond to market changes and client needs. www.eaera.com

**Average Rating:** 5.0/5.0

**Total Reviews:** 7

#### How Do G2 Users Rate EAERA CBS?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10)
- **Knowledge Base:** 10.0/10 (Category avg: 8.7/10)
- **Campaign Management:** 10.0/10 (Category avg: 8.2/10)
- **Customer Support Portal:** 10.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind EAERA CBS?

- **Seller:** [EAERA](https://www.g2.com/sellers/eaera)
- **Year Founded:** 2017
- **HQ Location:** Ha Noi, VN
- **Twitter:** @eaera\_fintech  
95 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d32b032fb3245e12bf5bee832e9eb00820fb1018c43c8971d0a53a0fe0f243e4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Feaera&secure%5Burl_type%5D=linkedin_company_website)  
29 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services
- **Company Size:** 71% Medium, 29% Small

#### What Do G2 Reviewers Say About EAERA CBS?

_AI-generated summary from verified user reviews_

##### Pros

- Users commend the **professional customer support** of EAERA CBS, ensuring a smooth experience for all levels of users.
- Users find EAERA CBS an **easy-to-understand system** backed by a professional IT team, making it highly recommended.
- Users laud the **feature richness** of EAERA CBS, providing everything needed for effective financial management in one platform.
- Users value the **operational efficiency** provided by EAERA CBS, enhancing decision-making through its user-friendly AI-driven platform.
- Users praise the **user-friendly platform** of EAERA CBS, noting its ease of use for financial decision-making.

##### Cons

- Users find the **steep learning curve** of EAERA CBS challenging, requiring significant time to master its functionalities.

#### What Are Recent G2 Reviews of EAERA CBS?

**["EARA CBS Experiencing"](https://www.g2.com/survey_responses/eaera-cbs-review-10461102)**

**Rating:** 5.0/5.0 stars

_— Khalik P._

[Read full review](https://www.g2.com/survey_responses/eaera-cbs-review-10461102)

**["An exceptional CRM provider for FX Brokers and Prop Firms."](https://www.g2.com/survey_responses/eaera-cbs-review-12796312)**

**Rating:** 5.0/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/eaera-cbs-review-12796312)

### [Envestnet | Tamarac](https://www.g2.com/products/envestnet-tamarac/reviews)

We’ve combined the capabilities the Envestnet and Tamarac platforms in a way that delivers a more integrated range of solutions for RIAs.​ With over 25 years of experience serving the RIA community, we’ve partnered with a broad range of firms to provide tailored solutions to support their various business models. Our Wealth Management Platform is the operating system that powers your business. It enables an advisor and client experience for more robust digital engagement, integrates workflows, provides wealth solutions for more personalized client portfolios, and utilizes data intelligence to target opportunities and fuel growth.

**Average Rating:** 4.0/5.0

**Total Reviews:** 7

#### How Do G2 Users Rate Envestnet | Tamarac?

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.2/10)
- **Knowledge Base:** 9.2/10 (Category avg: 8.7/10)
- **Campaign Management:** 5.0/10 (Category avg: 8.2/10)
- **Customer Support Portal:** 5.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Envestnet | Tamarac?

- **Seller:** [Envestnet](https://www.g2.com/sellers/envestnet)
- **Year Founded:** 1999
- **HQ Location:** Berwyn, Pennsylvania
- **Twitter:** @Envestnet\_  
4,094 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=41d504af4ded00587435e8c8716777a509f2c827cbac17436ebcfce090853cc5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fenvestnet%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,777 employees on LinkedIn®
- **Ownership:** NYSE: ENV

#### Who Uses This Product?

- **Top Industries:** Financial Services
- **Company Size:** 71% Small, 29% Medium

#### What Are Recent G2 Reviews of Envestnet | Tamarac?

**["Envestnet Is a very good software platform designed for registered investment advisors and wealth"](https://www.g2.com/survey_responses/envestnet-tamarac-review-9702071)**

**Rating:** 5.0/5.0 stars

_— DHRUV P._

[Read full review](https://www.g2.com/survey_responses/envestnet-tamarac-review-9702071)

**["All Client Data in One Platform"](https://www.g2.com/survey_responses/envestnet-tamarac-review-13112084)**

**Rating:** 4.0/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/envestnet-tamarac-review-13112084)

#### What Are G2 Users Discussing About Envestnet | Tamarac?

- [What does Tamarac cost?](https://www.g2.com/discussions/tamarac-what-does-tamarac-cost)
- [What does Tamarac cost?](https://www.g2.com/discussions/what-does-tamarac-cost)
- [What is Tamarac reporting?](https://www.g2.com/discussions/what-is-tamarac-reporting)
- [What is Tamarac system?](https://www.g2.com/discussions/what-is-tamarac-system)
- [What is Tamarac used for?](https://www.g2.com/discussions/what-is-tamarac-used-for)

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[Browse Financial Services CRM Themes](/categories/financial-services-crm/themes)

 ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese")
NC

Researched and written by [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)

Updated October 3, 2024

Financial services customer relationship management (CRM) software provides users with a centralized base from which to conduct all customer-centric activities. Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies leverage financial services CRM software to create, build, maintain, and strengthen customer relationships.

Customers are the lifeblood of the financial services industry, so ensuring that those relationships are strong is vital to the success of an institution. Financial services professionals use financial services CRM software to coordinate client outreach, manage documentation, conduct account analysis, schedule meetings, build and maintain sales pipelines, carry out know your customer (KYC) verification, and more.

Financial services CRM software integrates with other [financial services software](https://www.g2.com/categories/financial-services) including [financial research software](https://www.g2.com/categories/financial-research) and [investment portfolio management software](https://www.g2.com/categories/investment-portfolio-management). Solutions in this category also import contact databases and integrate with [accounting software](https://www.g2.com/categories/accounting).

To qualify for inclusion in the Financial Services CRM category, a product must:

- Provide features designed exclusively for financial services professionals
- Store contact information
- Integrate with other financial services software
- Provide client outreach capabilities

Show More