Best Financial Services CRM - Page 6
How Many Financial Services CRM Software Products Does G2 Track?
Total Products under this Category: 137
Category Stats (Jul 2026)
- Average Rating: 4.42/5 (↓0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings
Last updated: July 13, 2026
How Does G2 Rank Financial Services CRM Software Products?
Why You Can Trust G2's Software Rankings:
- 30 Analysts and Data Experts
- 2,400+ Authentic Reviews
- 137+ 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.
Product Description
Toolkit CRM is a client relationship management (CRM) software solution designed for financial advisors and wealth management professionals, providing tools to organize client data, automate workflows
What do users say?
Users consistently praise the ease of use and customer support provided by vCita, highlighting how it simplifies scheduling, client management, and invoicing. Many appreciate its ability to integrate
Pros and Cons
Product Description
White Clay provides consulting services and custom software solutions for regional bank partners.
Product Description
Acre is an all-in-one customer relationship management solution for Mortgage and Protection Advisors in the UK, designed to streamline operations, simplify workflows, and give brokers insights into th
Product Description
AdviAlly is an innovative financial planning platform designed for financial professionals who want to streamline their financial planning process and provide their clients with a more comprehensive a
Product Description
With the guidance of a trusted adviser, people can better understand their financial position, make informed decisions, see new possibilities, and ultimately achieve their goals. And by providing advi
Product Description
AdvisoryAI offers AI financial planning software designed for financial advisers, enhancing productivity by turning client interactions into compliant, customized reports in as little as 30 minutes. W
Product Description
AltaReturn powered the back office and reporting needs of some of the most successful private capital administrators, fund-of-funds and family offices in the world. The firm offered a suite of technol
Product Description
AltimaCRM – All-in-One CRM Solution for Forex & CFD Brokers AltimaCRM is a powerful, fully customizable Client Relationship Management system designed specifically for Forex, CFD, and Crypto broke
Product Description
The CRM Built for Financial Advisors in the Age of Intelligence The AI-native CRM redefining how financial advisors run their practices through smarter operations, deeper relationships, and automat
Product Description
Altitude CRM is the AI-native CRM built specifically for financial advisors. It unites client relationship management, marketing automation, and practice management into one intelligent system. Fi
Product Description
Atominvest is an end-to-end software platform revolutionizing asset management. Built for private markets firms - including private equity, venture capital, and private credit managers - Atominvest re
Product Description
Manage your Customers, Admins and IBs with Ease using Fx CRM & Trader's Room for Brokerages and Exchanges. Advanced Brokerage Management Software.
