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Top Rated Financial CRM Software with Access controls permissions - Page 4

Last updated: November 2026

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78 software options

Slant logo

The AI CRM for financial advisors and RIAs

One client record with built-in AI meeting notes, follow-ups and nudges. Used by 1,000+ advisory firms, from $150 per user per month.

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Nullpoint Forex CRM logo

Forex CRM Software for MT4, MT5 & cTrader Brokers

Forex CRM software for MT4, MT5 and cTrader brokers, combining Client Area, KYC, payments, IB management, integrations and automation.

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Merchant Central by NMI logo

Merchant management CRM tool designed for payments industry

NMI Merchant Relationship Management (MRM) tool designed for the payments industry, helping banks, ISOs, and providers automate merchant onboarding, underwriting, and monitoring. It unifies compliance, risk, and portfolio management to streamline operations and drive growth.

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