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Top Rated Financial CRM Software with Free trial - Page 4

Last updated: September 2026

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87 software options

SolvCRM logo
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A CRM Software Solution for a Profitable Sales Pipeline

SolvCRM: Powerful CRM software tailored for financial services. Streamline client acquisition, nurture prospects and manage advisor productivity with robust lead/deal tracking and analytics.

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Veritouch logo
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CRM software for improving client engagement

CRM solution based on Dynamics 365, designed for financial services companies like banks, insurance firms, and credit unions.

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Speed Car Rental System logo
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Best Car rental Software | Speed Auto Systems

Speed Car Rental System is a multi-tenant cloud-based software solution to help manage the car rental business in a more user-friendly and efficient way. Speed software is integrated software that allows users to access their data from any mobile device or computer, making it easy to keep track of the inventory and rates, and manage fleets.

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WealthSphere logo
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Wealth management solution for entity compliance/financials

WealthSphere is a wealth management solution that includes integrated modules, such as customer relationship management (CRM) system, entity administration, document management, and more.

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AdviAlly logo
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Take your financial planning to new heights with AdviAlly.

AdviAlly, a cloud-based CRM and personal finance management platform for financial professionals. AdviAlly helps you create a more personalized and effective experience for managing your client's finances and converting warm leads into loyal clients.

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ProTracker Advantage logo
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On-premise client relationship & practice management tool

ProTracker Advantage is an on-premise client relationship and practice management software designed to help businesses record and track communications, tasks, documents, and more from within a unified platform. Administrators can generate custom reports to ensure regulatory compliance purposes and gain insights into trends across clients and prospects.

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Total Family logo
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Legacy software for wealth advisors and families.

Total Family is a cloud-based legacy platform for RIAs, advisory firms, and family offices. Advisors invite clients to build a Family Vision, track Milestones, write Legacy Letters, and use KinAI to organize it all — strengthening retention across generational wealth transfers.

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Apex 72 logo
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Manage Activity, Build Results.

Remember the One Card System, Financial Advisors, Life Insurance Agents, and Producers?
You now have the simplicity of the previous method and the strength of modern technology.

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Finly logo
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Software for managing policy management operations

Finly provides financial advisors with a comprehensive software solution that streamlines administrative workflows from lead capture to policy management. The platform features an integrated CRM system, task management tools, and mobile accessibility, allowing advisors to focus more on client consultation rather than paperwork. Finly's cloud-based architecture enables structured advisory processes with data visualization capabilities for effective client management.

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SmartOffice logo
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Comprehensive workforce management solution

SmartPeople is an all-in-one workforce management solution that streamlines key HR processes through automation. The platform offers comprehensive features including payroll management, attendance tracking, shift scheduling, tax compliance, and employee data centralization. SmartPeople incorporates multi-layered access control to ensure data security while providing customizable notification systems for effective organizational communication.

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Skywave CRM logo

Cloud-based customer relationship management software

Skywave CRM is a cloud-based customer relationship management software that provides businesses with tools to manage and streamline marketing processes on a centralized platform. Supervisors can use the dashboard to track incoming/outgoing calls, access audit trails, and generate customizable reports.

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Acre logo
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The all-in-one mortgage and protection platform for brokers

Acre offers an all-in-one mortgage and protection software with automation tools, analytics, and real-time collaboration for thriving businesses. Empowering advisors with intuitive mortgage sourcing and efficient financial management, it helps users streamline operations and deliver better customer outcomes.

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