Top 10 Edgefolio Alternatives & Competitors

Top 10 Alternatives to Edgefolio Recently Reviewed By G2 Community

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Maximizer
By Maximizer Software
4/5
(673)
Product Description
The command center for sales leaders and representatives to be more data-driven, boost productivity, and reach revenue goals together.
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Categories in common with Edgefolio:
Financial Services CRM

Redtail Technology
By Orion Advisor Tech
4.3/5
(268)
Product Description
Redtail Technology is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
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Categories in common with Edgefolio:
Financial Services CRM

Agentforce Financial Services (formerly Salesforce Financial Services Cloud)
By Salesforce
4.3/5
(226)
Product Description
Salesforce Financial Services Cloud provides integrated sales, service and marketing solutions that break down silos and help create a cohesive, personalized customer experience across all departments, and through all channels of communication.
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Categories in common with Edgefolio:
Financial Services CRM

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Wealthbox CRM
By Wealthbox
4.6/5
(109)
Product Description
CRM for Financial Advisors
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Categories in common with Edgefolio:
Financial Services CRM

Merchant Central by NMI
By NMI
4.6/5
(100)
Product Description
Integrated Reporting is Simple (IRIS CRM) is a premier sales automation software company servicing clients in the payments industry.
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Categories in common with Edgefolio:
Financial Services CRM

vcita
By vcita
4.5/5
(81)
Product Description
The vcita platform redefines small business by empowering online visitors to engage, driving more opportunities from the web, mobile, email and social.
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Categories in common with Edgefolio:
Financial Services CRM

Practifi
By Practifi
4.3/5
(76)
Product Description
Practifi is the business management platform for financial services. Practifi helps wealth businesses connect with their customers, drive efficiency gains and simplify compliance. Built on the world’s leading enterprise CRM platform, Practifi revolutionises financial advice, superannuation and insurance technology.
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Categories in common with Edgefolio:
Financial Services CRM

Affinity
By Affinity
4.4/5
(72)
Product Description
Affinity is a relationship intelligence platform built to expand and evolve the traditional CRM. Affinity helps your team curate and grow its network by unlocking introductions to decision makers and auto-populating your pipeline to increase deal flow using AI and natural language processing, .
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Categories in common with Edgefolio:
Financial Services CRM

Irwin
By Platform Group Limited
4.5/5
(57)
Product Description
Irwin's full-service suite of IR tools allows you to make more informed data-led decisions, have more high-quality investor meetings, diversify your shareholder base, and lower your cost of capital. With Irwin, you can better manage your IR initiatives and empower your IR team. Our versatile product includes powerful investor targeting, the most comprehensive shareholder monitoring, an intuitive CRM (with built-in email and engagement tools), and timely research, estimates and transcripts.
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Categories in common with Edgefolio:
Financial Services CRM
Investor Relationship Management