Find and compare the best CRM software for MoneyGuidePro in 2024
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Use the comparison tool below to compare the top CRM software for MoneyGuidePro on the market. You can filter results by user reviews, pricing, features, platform, region, support options, integrations, and more.
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Redtail CRM
Redtail Technology
$99 per month 2 RatingsRedtail CRM has tools that will help you build client relationships, increase revenue and profitability, reduce client attrition, and improve team collaboration. Redtail CRM integrates well with other popular tools within the financial services industry. This allows for consistent data entry across all platforms and eliminates redundant data entry. Redtail is also available as a subscription service. It is priced per database rather than per user. Redtail allows you to have up to 15 database users at a low monthly cost. We understand that CRM adoption can prove difficult for some offices. -
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ProTracker Advantage
ProTracker Software
$895/user/ year/ 1,000 RMDs ProTracker Advantage Desktop is the complete-featured, user-friendly Client Relationship Management software you've been looking for. It is the perfect solution for busy professionals looking to manage their practice and relationships. ProTracker Advantage is a client-centered contact system and practice management system that was specifically designed for financial planning and investment management professionals. ProTracker Advantage Desktop: Why? Manage your Clients: Record every useful detail. Keep track of every event in your relationship's history, including every email, letter, task, meeting and recommendation. You can either print or keep electronic copies of the information. Be confident Manage your Practice: Set up marketing campaigns and monitor progress. Automate the calculation of Required Minimum Distribution (RMD), and track withdrawals. You can modify standard workflow processes to fit your business. You can monitor the completion of tasks by staff and yourself. Prepare reports necessary for regulatory compliance. -
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Practifi
Practifi
$80 per user per monthPractifi is a performance optimization platform that transforms data to insights, action, and excellence at scale. We help wealth management companies go beyond traditional CRMs to redefine what's possible. Practifi, unlike traditional CRMs, unites your team, data, and the best-in-class tools to provide you with the visibility and oversight that you need to move your company forward. Our enterprise workflow engine, open API, and robust analytics centralize data sources to maximise actions and insights. Practifi is a top-rated platform in the industry. We have received high praises for our innovative features and intelligent platform design. Partnership is more than just being available to help when things go wrong. Our team is committed in working closely with clients to solve their problems or build them if they don’t exist. -
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Wealthbox
Starburst Labs
We create digital products that are vertically aligned to investors, advisors and broker-dealers. Wealthbox is a beautifully designed CRM that allows financial advisors to manage client relationships, collaborate with colleagues, and share information with ease. -
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SmartOffice CRM
Ebix
Your success as an advisor depends on helping clients to be better off and placing a high value on you services. To do that, you must understand your clients' financial and other needs better than they do. Intelligent technology solutions can help you gain this understanding by helping you service, communicate and analyze your clients in the most efficient manner possible. Ebix's SmartOffice customer relationship management (CRM), solution was created to assist financial professionals in tackling these critical tasks. SmartOffice is the perfect tool to be the backbone of your business. SmartOffice is modular and can be configured to suit any business's needs.
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