Financial Advisor and Services Software (1-8 of 8)

Advisors Assistant is a full featured client management and prospect management system designed for financial service professionals. It tracks investment & insurance products, appointments and reminders, letters and correspondance, phone calls, and comes with over 200 presentation quality reports...

CRM software system for financial institution. Web/ mobile platforms compatible.

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ACT! Customized for Financial Planners, Investment Advisors and Insurance Professionals. Complete Contact and Client Management for the financial services industry.

Hi-Finance provides extensive functionality in the areas of domestic and export factoring, invoice discounting, inventory finance, floor planning, scheduled liquidations and other asset-based finance. Hi-Finance includes a wide range of features that support worldwide best practice and the ability...

Brokers*ACT! CRM for ACT! 6.0 is Created by Finanical Advisors for Financial Advisors. Brokers*ACT offers you everything you need to enter and track Client data, record every interaction, create mass mailings, e-mails and reports with ease!

SatuitCRM is a ready-to-install client relationship management solution for Financial Services professionals that may be purchased or hosted as a leased service.

Modular solutions architecture based on Domino for delivering applications for users who are responsible for managing Client Relationships in Commercial Financial Institutions, in particular Wholesale and Investment Banks.