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description: Page 5 - Discover the best Financial CRM Software for your organisation. Compare top Financial CRM Software tools with customer reviews, pricing and free demos.
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title: Page 5 - Best Financial CRM Software - 2026 Reviews, Pricing & Demos
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# Financial CRM Software

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## Products

1. [Q4 Desktop](https://www.softwareadvice.co.uk/software/399794/q4-desktop) — 2.0/5 (1 reviews) — The Q4 Platform is a comprehensive solution designed to enhance investor relations (IR) programs and streamline key p...
2. [Intelligent Customer Management](https://www.softwareadvice.co.uk/software/10818/next-generation-crm) (0 reviews) — Next Generation CRM is a cloud-based customer relationship management (CRM) solution from NexJ Systems, suited for or...
3. [Pepper](https://www.softwareadvice.co.uk/software/317783/pepper) (0 reviews) — Pepper solves the enterprise complexities of data, speed, insight, and action for asset managers, enabling the best i...
4. [ProTracker Advantage](https://www.softwareadvice.co.uk/software/207913/protracker-advantage) (0 reviews) — ProTracker Advantage is a financial customer relationship management (CRM) solution, which enables businesses to hand...
5. [BSI Customer Suite](https://www.softwareadvice.co.uk/software/339531/bsi-customer-suite) (0 reviews) — Designed for midsize banking, insurance, retail, and investment businesses, BSI Customer Suite is a cloud-based softw...
6. [Apex 72](https://www.softwareadvice.co.uk/software/383089/apex-72) (0 reviews) — The one-step CRM and sales activity manager for producers of life insurance and advisors is called APEX72. Our APEX H...
7. [IR.Manager](https://www.softwareadvice.co.uk/software/262331/ir-manager) (0 reviews) — IR Manager is a comprehensive CRM investor relations platform that helps listed companies, advisory firms and private...
8. [Hoopiz Credit Management](https://www.softwareadvice.co.uk/software/375938/hoopiz) (0 reviews) — Hoopiz is a SaaS risk management and cash collect software that is connected to accounting software and your financia...
9. [AdviAlly](https://www.softwareadvice.co.uk/software/396794/advially) (0 reviews) — AdviAlly is a cloud-based CRM, incorporating an all-in-one personal finance management platform. With its set of feat...
10. [Antelope Systems](https://www.softwareadvice.co.uk/software/322314/antelope-systems) (0 reviews) — Antelope Systems is a cloud-based business software that integrates voice, SMS, email, and calendar features into one...
11. [Silvasoft](https://www.softwareadvice.co.uk/software/449774/Silvasoft) (0 reviews) — Silvasoft is an accounting software that offers a range of modules to help businesses manage invoicing, time and proj...
12. [Veritouch](https://www.softwareadvice.co.uk/software/485796/VeriTouch) (0 reviews) — VeriTouch is a customer relationship management (CRM) solution built on Microsoft Dynamics 365. It is designed for fi...
13. [SolvCRM](https://www.softwareadvice.co.uk/software/438720/solvcrm) (0 reviews) — Unlock unrivaled sales growth with SolvCRM: Your trusted CRM software companion. In today's ever-evolving business la...
14. [Altitude](https://www.softwareadvice.co.uk/software/533122/Altitude) (0 reviews) — Altitude is a CRM platform built for financial advisors who want to manage clients, marketing and daily operations. D...
15. [NMI Merchant Relationship Management](https://www.softwareadvice.co.uk/software/520988/Merchant-Relationship-Management) (0 reviews) — The NMI Merchant Relationship Management (MRM) suite helps banks, ISOs, and payment providers manage risk management ...
16. [Financial Cloud CRM](https://www.softwareadvice.co.uk/software/436938/financial-cloud) (0 reviews) — Financial Cloud CRM is a customer relationship management platform designed for financial services, providing a unifi...
17. [ISOhub](https://www.softwareadvice.co.uk/software/541282/ISOhub) (0 reviews) — ISOhub is the industry-leading merchant management CRM built for ISOs and payment processors. Streamline merchant man...

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## Related Categories

- [Professional Services Automation Software](https://www.softwareadvice.co.uk/directory/4135/psa/software)
- [Workflow Management Software](https://www.softwareadvice.co.uk/directory/4272/workflow/software)
- [Healthcare CRM Software](https://www.softwareadvice.co.uk/directory/393/healthcare-crm/software)
- [Investment Management Software](https://www.softwareadvice.co.uk/directory/4566/investment-management/software)
- [Equity Management Software](https://www.softwareadvice.co.uk/directory/4683/equity-management/software)

## Links

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-----

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The platform optimizes planning, execution, and analysis of IR virtual events, streamlining event workflows and providing instant access to key event details and analytics.\n\nThe Website Management app simplifies the process of updating and managing company websites, offering rapid publishing of changes. The Q4 Platform also simplifies the management of the earnings lifecycle with a high-security workflow. 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The solution is equipped with industry-specific functionalities as well as business intelligence capabilities.\n\n\nThe software has two main components: the customer Data Management Platform (CDM) and the User Experience Platform (UXP). CDM works as a back office system, which manages customer data and UXP combines the technology and service to deliver context-based applications to agents, advisors and customers.\n\n\nThis solution also features relationship modeling, automated workflow with action plans, synchronization with Microsoft Exchange and integration with Outlook. Users can identify work on leads, prospects and referrals from multiple sources. They can also track campaign progress over time with information such as the percentage of completed activities, results by stage and resulting opportunities.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/dbf34f8d-bd37-4185-9af1-02acb113b599.png","url":"https://www.softwareadvice.co.uk/software/10818/next-generation-crm","@type":"ListItem"},{"name":"Pepper","position":3,"description":"Pepper solves the enterprise complexities of data, speed, insight, and action for asset managers, enabling the best investment decisions.\n\nPepper is a System of Engagement (SOE) with a cloud-based platform adaptable to the types of investment needs, strategies, complexities, and imagination asset managers require. The pace of change in asset management is increasing globally, with a fundamental shift to more alternative asset class investment. \n\nPepper provides a scalable integrated solution that solves the demands of asset managers both now and in ten years. Pepper enables asset managers to collect all their data, make those assets easily available to the enterprise anytime/anywhere in a safe and secure environment, visualize investment decisions, and gain deep insights from those decisions. \n\nPepper has no silos and no barriers between the different modules of functionality. The data need only ever be verified and entered once, and the more data is uploaded, the more powerful and versatile that data becomes.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5d6fec40-6d12-4737-b3a1-9d21558ba919.png","url":"https://www.softwareadvice.co.uk/software/317783/pepper","@type":"ListItem"},{"name":"ProTracker Advantage","position":4,"description":"ProTracker Advantage is a financial customer relationship management (CRM) solution, which enables businesses to handle tasks, communications, documents, workflows and more. Professionals can use the on-premise platform to gain insights into trends across prospects and clients through reports.\n\nProTracker Advantage allows organizations to record and track client communications, generate custom reports and set up marketing campaigns according to requirements. Administrators can monitor emails, meetings, letters, documents and recommendations across the client relationship. Additionally, teams can organize life planning, financial and estate information for clients.\n\nProTracker Advantage synchronizes data about appointments, contacts, email and other items with Microsoft Outlook. The product is available on annual subscriptions and support is extended via documentation, video tutorials, phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/507f4a84-8cbe-4d42-b6e8-9b358320485e.png","url":"https://www.softwareadvice.co.uk/software/207913/protracker-advantage","@type":"ListItem"},{"name":"BSI Customer Suite","position":5,"description":"Designed for midsize banking, insurance, retail, and investment businesses, BSI Customer Suite is a cloud-based software that helps businesses with customer relationship management, customer experience, AI and automation, and customer data management.\n\nBSI Customer Suite offers features such as data-based automation, reporting and insights, customer database, marketing automation, and customer lifecycle management.\n\nBSI Customer Suite support is extended via chat and email and pricing is available on request.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2aedee24-b945-49e6-94dd-347e4eed9fd3.png","url":"https://www.softwareadvice.co.uk/software/339531/bsi-customer-suite","@type":"ListItem"},{"name":"Apex 72","position":6,"description":"The one-step CRM and sales activity manager for producers of life insurance and advisors is called APEX72.\n\nOur APEX Hub offers lead creation techniques, sales training, and connect / discover. To make sure you are on the right route for success, keep an eye on and track your sales activity. Take use of Apex 72's interactive client experience to track each step of your sales process and collect customer data.\n\nOwners, Sales Managers, and General Agents can use APEX 72's dashboard and reporting tools to keep track of the progress of their teams.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c372a3fa-d157-4e40-badd-64a9181d7dad.jpeg","url":"https://www.softwareadvice.co.uk/software/383089/apex-72","@type":"ListItem"},{"name":"IR.Manager","position":7,"description":"IR Manager is a comprehensive CRM investor relations platform that helps listed companies, advisory firms and private companies manage their shareholder outreach strategies with post-listing analytics. \n\nIt features everything from a full-on CRM system to post-listing advisory services. It offers IR management for private companies and public organizations, as well as listed companies. \n\nIR.Manager enables users to manage contact lists and mailings, and measure the performance of the entire IR activity.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2c136322-9e3f-4ca7-b197-ea046e0f81b2.png","url":"https://www.softwareadvice.co.uk/software/262331/ir-manager","@type":"ListItem"},{"name":"Hoopiz Credit Management","position":8,"description":"Hoopiz is a SaaS risk management and cash collect software that is connected to accounting software and your financial services in order to centralize all the data that is always up to date. Using dashboards and targeted alerts, it simplifies decision-making and allows control of customer credit.\n\nUsers can analyze risks and configure customer reminder scenarios according to the solvency and payment behavior of customers.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b0e90b3a-ed34-4358-99fb-7065e2c2b4e1.png","url":"https://www.softwareadvice.co.uk/software/375938/hoopiz","@type":"ListItem"},{"name":"AdviAlly","position":9,"description":"AdviAlly is a cloud-based CRM, incorporating an all-in-one personal finance management platform. With its set of features, such as automated budgeting, detailed financial tracking, and personalized customer insights, AdviAlly is an indispensable tool for financial professionals looking to modernize their operations and provide their clients with unique and exceptional financial advice.\n\nWhat sets AdviAlly apart from the rest is its seamless compatibility with the most popular software applications on the market. By seamlessly syncing leads, organizations, and contacts with Salesforce, Hubspot, and Mailchimp, users can enjoy unrivaled productivity and workflow management. AdviAlly goes even further by enabling users to manage and share essential documents with ease, utilizing Box, OneDrive, or Google Drive accounts. With its integration of Outlook, Google Mail, and Google Calendar, AdviAlly's users can effortlessly stay up-to-date on vital messages and events.\n\nAnother exciting feature of AdviAlly is its capacity to help financial professionals generate increased revenue by offering new products and services to clients, all via Stripe. AdviAlly takes pride in delivering a unique combination of intuitive design and an easy-to-use platform that simplifies work processes, provides real-time client financial insights, and helps convert leads into loyal, long-lasting clients.\n\nAdviAlly is nothing short of exciting, making it an enjoyable entry into the world of financial advising ensuring that financial professionals can build strong and enduring relationships with their clients.\n\nOverall, AdviAlly is the ultimate CRM and Personal Finance Management platform for financial professionals looking to take their practice to the next level, and it's a tool that everyone in the financial world should consider incorporating into their work processes.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b5d252b4-8713-4248-b523-87a155adbddb.jpeg","url":"https://www.softwareadvice.co.uk/software/396794/advially","@type":"ListItem"},{"name":"Antelope Systems","position":10,"description":"Antelope Systems is a cloud-based business software that integrates voice, SMS, email, and calendar features into one platform. Targeted at small to midsize businesses, Antelope Systems streamlines business communications and boosts productivity.  \n\nKey features of Antelope Systems include VOIP integration, automated dialing, SMS and email integration, and calendar and task integration. The VOIP integration allows users to make and receive calls directly from the software. The automated dialing feature can dial phone numbers automatically from a list. SMS and email integration enable users to send text messages and emails directly from the platform. The calendar and task integration sync contacts, schedules, and to-do lists across the software.\n\nAntelope Systems is deployed via the cloud and accessible from any web browser. No additional hardware or software is required. Support is available 24/7 via email and phone. Updates are provided automatically at no additional charge. Antelope Systems aims to provide an easy-to-use yet robust communication solution for small businesses.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/491fe99f-76dd-4c4c-aada-8a31727d781c.jpeg","url":"https://www.softwareadvice.co.uk/software/322314/antelope-systems","@type":"ListItem"},{"name":"Silvasoft","position":11,"description":"Silvasoft is an accounting software that offers a range of modules to help businesses manage invoicing, time and project tracking, and customer relationship management. Designed for small and medium-sized businesses, Silvasoft caters to various industries such as eCommerce, retail, professional services, and trade businesses.\n\nThe software includes accounting capabilities like automatic bank statement processing and VAT declaration. Silvasoft also provides a mobile app for iOS and Android, allowing users to access business data on the go. The modular design of the platform enables companies to pay only for the features they need, with the flexibility to add or remove modules as the business evolves.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c76f0650-b352-4afe-86dc-f577463e62d1.png","url":"https://www.softwareadvice.co.uk/software/449774/Silvasoft","@type":"ListItem"},{"name":"Veritouch","position":12,"description":"VeriTouch is a customer relationship management (CRM) solution built on Microsoft Dynamics 365. It is designed for financial institutions such as banks, insurance companies, and private wealth management firms. The solution consolidates data from an organization's back-end systems and digital channels, providing a unified front end with standardized processes to serve customers efficiently.\n\nVeriTouch offers streamlined and tailored solutions to address customers' concerns and needs. It provides recommendations and guided selling tools to deliver relevant offers to customers. The solution improves data quality, reduces turnaround time and servicing costs, increases cross-sell ratio, and gives a single view of the customer. It also improves sales team efficiency, reduces client acquisition costs, and enhances marketing efficiency and customer experience.\n\nThe solution is tailored to the specific needs of the financial services industry. It consolidates data, standardizes processes, and enables financial institutions to deliver optimized customer experiences across all touchpoints.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7db71824-982b-4005-a6e7-b59ef21bc6e4.png","url":"https://www.softwareadvice.co.uk/software/485796/VeriTouch","@type":"ListItem"},{"name":"SolvCRM","position":13,"description":"Unlock unrivaled sales growth with SolvCRM: Your trusted CRM software companion. In today's ever-evolving business landscape, staying ahead of the curve is paramount. At SolvCRM, we understand the unique challenges faced by agile startups, thriving small businesses, and ambitious entrepreneurs seeking to scale new heights. That's why they've crafted a game-changing CRM software solution tailored to propel your sales efforts into the stratosphere. Their philosophy is rooted in the belief that technology should empower, not overwhelm. SolvCRM has distilled customer relationship management into an intuitive, user-friendly platform that seamlessly integrates into your workflows.\n\nSolvCRM is your ideal sales sidekick, providing personalized guidance at every turn. Meticulously crafted for startups, small businesses, and entrepreneurs across diverse industries like real estate, advertising, finance, IT, healthcare and more. At the core lies a powerful suite of tools for lead management mastery, deal management prowess, contact centralization, and task/activity orchestration - igniting your sales team's potential. Gain unparalleled visibility with intuitive dashboards for comprehensive sales performance overview.\n\nOur innovative solutions are backed by a dedicated team providing personalized support throughout your software purchase journey - from consultation to implementation and ongoing guidance as your trusted partner. Every business is unique, and we ensure SolvCRM seamlessly integrates into your ecosystem. Experience this cutting-edge, user-friendly CRM software that humanizes technology for your success. Join forward-thinking organizations transforming sales operations with SolvCRM - the ultimate catalyst for boundless growth.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b60b77a8-0566-4e8d-af6f-ba3a8eb0ba7e.jpeg","url":"https://www.softwareadvice.co.uk/software/438720/solvcrm","@type":"ListItem"},{"name":"Altitude","position":14,"description":"Altitude is a CRM platform built for financial advisors who want to manage clients, marketing and daily operations. Designed for RIAs, hybrid firms, and wealth management teams, Altitude combines CRM, marketing automation and practice management into a unified system. With its intuitive design and built-in AI, it helps advisors stay organized.\n\nAt the heart of Altitude is Pathfinder AI, a proprietary intelligence engine that learns from advisor activity. Pathfinder analyzes client interactions, automates follow-ups and identifies opportunities hiding in data. Altitude simplifies every aspect of running a financial practice. The Client Management system keeps every contact, note and communication in one place. The Opportunities Workspace provides clear visibility into pipelines and revenue forecasts. With Marketing Automation, advisors can create and schedule campaigns that nurture prospects and deepen client engagement.\n\nThe platform offers workflow automation and activity tracking features. Tasks can be assigned, monitored and completed automatically. Calendar and email Integration connects seamlessly with Outlook and Google Workspace so advisors can manage schedules and communications in real time. Firm leaders gain full transparency through reporting and analytics, turning activity data into insights that reveal productivity, performance and growth potential.\n\nSecurity and reliability are at the core of Altitude. Hosted on Amazon Web Services (AWS), the system provides enterprise-level performance and data protection. It uses encryption, role-based permissions and is SOC 2 Type II certified. Assistance is available through live chat, email and scheduled coaching calls. Altitude is purpose-built for the financial industry and every feature reflects real advisor workflows, from compliance and reporting to client communication and marketing automation.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fab23bcd-2a4e-42c6-a8ed-490356b75a18.jpeg","url":"https://www.softwareadvice.co.uk/software/533122/Altitude","@type":"ListItem"},{"name":"NMI Merchant Relationship Management","position":15,"description":"The NMI Merchant Relationship Management (MRM) suite helps banks, ISOs, and payment providers manage risk management and compliance. The MRM suite offers a comprehensive set of tools to streamline the merchant lifecycle from lead acquisition and underwriting to onboarding, monitoring, risk assessment and ongoing support. \n\nMRM is designed for institutions managing portfolios and agent channels, as well as software providers embedding payments into their platforms. It includes a portfolio management hub that automates onboarding, residuals tracking, and reporting, while integrating with existing CRMs or operating as a standalone solution.\n\nThe risk assessment engine streamlines merchant underwriting through automated data collection for Know Your Customer (KYC), Know Your Business (KYB), and Anti-Money Laundering (AML) compliance. Its continuous compliance and monitoring tool enables real-time oversight of merchant risk and regulatory adherence across the entire portfolio. It allows banks and ISOs to offer branded experiences across onboarding, reporting, and account management.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4095de5d-7602-4a20-8912-fc378e904ea1.jpeg","url":"https://www.softwareadvice.co.uk/software/520988/Merchant-Relationship-Management","@type":"ListItem"},{"name":"Financial Cloud CRM","position":16,"description":"Financial Cloud CRM is a customer relationship management platform designed for financial services, providing a unified view of each customer. It supports various sectors, including lending, buy-now-pay-later services, fintech companies, collections agencies, legal firms, and insurance providers. The platform is suitable for financial institutions of different sizes to manage operations and improve customer interactions.\n\nThe system includes payment management features that automate single payments, payment plans, and settlement processes across multiple payment methods such as cards and direct debits. It offers communication tools for email, SMS, and letter correspondence using versioned and auditable templates. An automation engine supports campaign management and real-time workflows, while a no-code builder allows users to create customized solutions without technical expertise.\n\nThe platform provides a comprehensive customer view to help organizations understand customer needs and address inquiries. Collaboration tools centralize task management for customer requests, callbacks, emails, and internal reviews. Self-service payment options, including Payment IVR, Customer Portal, and PaymentLinks, enable convenient payment methods and help reduce call volumes. The system integrates data sources efficiently and scales to meet the operational needs of financial services.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1185f7ce-1ace-4d6c-955d-e38501d65182.jpeg","url":"https://www.softwareadvice.co.uk/software/436938/financial-cloud","@type":"ListItem"},{"name":"ISOhub","position":17,"description":"ISOhub is the industry-leading merchant management CRM built for ISOs and payment processors. Streamline merchant management, automate residuals, track team performance, and drive growth from one login with accurate and real-time data. Streamline merchant onboarding faster and reducing errors with a payments CRM built for the payment industry.  \nISOhub helps ISOs and payment processors scale their business with ease. Designed for the payment processing industry, ISOhub provides everything you need to manage sales teams, merchants, and operations.\nOur merchant services management solution can\n - Merchants & Leads Management: Streamline merchant onboarding, track activity, and convert leads faster with bulk upload capabilities and automated workflows.\n - Merchant Onboarding Automation: Faster processor activation with automated onboarding merchants to relevant processors by collecting digital document.\n - Oversee Sales Teams: Track performance against goals, monitor KPIs, and run bonus programs that drive results.\n - Automate Residual & Commissions: Streamline commission calculations with historical tracking, reprocessing capabilities, and complete transparency for agents and ISOs.\n - Data and Document Management: Store and access merchant, agent, and processor documents with role-based access control in central repository.\n - Equipment & Inventory Management: Maintain 100% visibility of equipment lifecycle, from inventory to merchant deployment.\n - Automated Ticket Support: Auto-generate support tickets from emails, assign to teams, and track resolution with one centralized view.\n - Get real-time insights into processor volume, revenue, top-performing merchants, agents, and business trends through ISOhub's executive dashboard. It enables ISOs to make data-driven decisions and achieve sustainable growth.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3f13b323-d0d2-498a-b405-28ede2361a17.png","url":"https://www.softwareadvice.co.uk/software/541282/ISOhub","@type":"ListItem"}],"@id":"https://www.softwareadvice.co.uk/directory/3247/financial/software?page=5#itemlist","numberOfItems":17}
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