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Financial CRM
Open source

Top Rated Financial CRM Software with Open source - Page 6

Last updated: November 2026

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144 software options

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Baker Hill NextGen

(0)

Software for managing risk and increasing profitability.

Baker Hill NextGen is a single unified platform that streamlines loan origination and portfolio risk management for commercial, small business, and consumer lending for banks and credit unions.

AdviAlly

(0)

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.

FXCRM

(0)

All-in-One Forex CRM for Modern Brokerage Management

FXCRM is a Forex CRM and brokerage management platform that helps brokers manage traders, IBs, leads, KYC workflows, accounts, payments, bonuses, and back-office operations from one centralized system.

FYNXT

(0)

Your Next-Gen Fintech Partner

FYNXT offers a leading low code & modular Forex CRM Platform for Multi-Asset Brokers and other FIs. Choose us as your Next-Gen Fintech Partner.

Slant

(0)

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.

Hoopiz Credit Management

(0)

Financial services platform

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.

Read more about Hoopiz Credit Management

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ProTracker Advantage

(0)

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.

Antelope Systems

(0)

Customer relationship management (CRM) solution for brokers

Antelope is a customer relationship management (CRM) software that helps brokers maximize the company's potential.

BSI Customer Suite

(0)

Omnichannel customer experience software.

BSI Customer Suite is a cloud-based customer experience solution for midsize banking, investment, retail, and health and fitness businesses, which provides features such as reporting and insights, customer lifecycle management, marketing automation, customer database, and data-based automation.

Nullpoint Forex CRM

(0)

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.

Zoot

(0)

Loan origination and credit decisioning platform

Zoot Solutions is a loan origination and credit decisioning platform for financial service providers. It offers digital onboarding, data orchestration, fraud prevention, and risk assessment tools. With case management and underwriting features, it blends automated workflows and manual reviews. The platform supports consumer lending, credit card origination, mortgage lending, auto finance, and merchant onboarding.

Merchant Central by NMI

(0)

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.

Total Family

(0)

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.

Apex 72

(0)

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.

TNET Front Office

(0)

Trust accounting software for the banking sector

TNET Front Office is an on-premise trust accounting software designed to help banks, law offices, CPA firms, private fiduciaries, and IRA companies generate detailed account summaries, including information like asset location, market value reconciliation, and portfolio rates. It offers check writing, portfolio modeling, performance management, and document imaging features.

Finly

(0)

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.

SmartOffice

(0)

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.

Acre

(0)

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.

LoanMaven

(0)

CRM tool for mortgage lending businesses

LoanMaven is a CRM software product targeting the mortgage lending industry, built on the Salesforce platform by a certified.