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Financial CRM Software with Portfolio Management (2026) - Page 2

Last updated: April 2026

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29 software options

Vestio logo

Integrated wealth management and financial control system

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VESTIO provides firms with financial solutions and access to capital market data to help streamline core business operations and CRM functions. Key features include client management, compliance tracking, accounting, data sharing, investment control, performance metrics, and a client portal.

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Pepper logo

Investment data management platform

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Pepper powers asset and portfolio managers' data to drive ROI while maintaining full fidelity with regulations and security. Pepper is the industry-leading cloud-native investment data platform.

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IR.Manager logo

Investor relationship management software

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IR.Manager is a complete and intuitive investor relationship management and targeting platform for corporate investor relations teams. This cloud-based solution is made up of a flexible and comprehensive CRM including shareholder base, investor targeting and reporting features.

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Hoopiz Credit Management logo

Financial services platform

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Hoopiz helps finance and sales departments save time, reduce their customer risks and develop their turnover by accelerating their performance. Hoopiz combines business experience in customer credit management, technical expertise, and knowledge of technology development.

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