Experts Tell Us the Best CRM Software For Financial Planners

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2 years ago

This article showcases our top picks for the Best CRM Software For Financial Planners. We reached out to industry leaders and experts who have contributed the suggestions within this article (they have been credited for their contributions below).

We are keen to hear your feedback on all of our content and our comment section is a moderated space to express your thoughts and feelings related (or not) to this article This list is in no particular order.


This product was recommended by Rebecca Norr from Advertise Purple

For 18 years, Keap has been helping small businesses get organized so they can deliver great service and close more business. Today, as the pioneer of CRM, sales and marketing automation software for small business, Keap serves more than 200,000 users globally with our Infusionsoft and Keap products, ranked #1 Best Products for Small Business Sales, #1 All-in-One CRM and #3 on the Top 50 Products for Small Businesses by G2 Crowd. They are in the business of helping you grow yours. They are happy to pay an aggressive CPA and potentially create exclusive codes for your followers.


This product was recommended by Nerijus Grenda from Goodluckmate

Wealthbox is a web-based CRM software for financial planners and advisors. It is a great software choice for planners who work and are responsible for small and independent firms. The perks of using this CRM is that it is a user-friendly software and has a quick start-up, which enables the planners to undergo a hassle-free system. Wealthbox has varying industry famous tools integrated into its software such as eMoney and Riskalyze. Moreover, the platform also offers storage integrations with Google Drive, and DropBox to facilitate its users as much as possible. This renowned CRM software has three package offerings for its users; Basic plan, Pro plan, and Pro level. The Basic plan is a monthly user plan, which is available for $35/user/month and offers all the basic features required by a financial advisor of a startup. The Pro plan is available for $45/user/month and offers increased pipeline and storage capacity. Finally, the Pro level is available for $65/user/month and offers unlimited pipelines and 10GB data storage

Redtail Technology

This product was recommended by Daniel Demoss from Dumbbells Review

Redtail has been in business since 2003, which gives them over 15 years of experience in the field. It now offers an advisor specific solution without sacrificing any critical features that an advisor might need. Redtail technology currently holds the largest market share of any CRM provider. Since the software provides the best user experience one can ask for, it shows us how important usability is. With an extremely easy to use interface, this software offers access to Redtail university for free training as well. It supports deep integration with a wide range of industry tools, offers mobile access, and has a seminar management tool as well. The pricing on the app is done per-database and allows up to 15 users. However, there are some cons, too, as the software only allows video conferencing on a call with extra charges, and it may be a little expensive for small businesses.

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