Best Alternatives for Salesforce Financial Services Cloud proposed by Free AI models
Salesforce Financial Services Cloud
Best Alternatives for Salesforce Financial Services Cloud proposed by Free AI models
Redtail CRM is a popular customer relationship management software designed for financial professionals. It offers...
Price: Contact for pricing
Pros:
Cons:
CRM
Business & Commerce
Finance
Insurance Administration And Management
Wealthbox is a web-based CRM software designed for financial advisors with features like contact management,...
Price: Starting at $35 per user per month
Pros:
Cons:
Developer Tools
Fintech
Small Business
AI
Discovery Data is a comprehensive solution for financial services professionals to access and leverage accurate...
Price: Contact for pricing
Pros:
Cons:
Startups
Insurance Administration And Management
Startup Jobs
Startup Community
Business & Commerce
Tool
Finance
Trading
Junxure is a CRM and practice management software for financial advisors. It includes features like...
Price: Contact for pricing
Pros:
- Robust reporting capabilities
- Good customer support
Cons:
- Interface can be overwhelming for new users
- Limited mobile functionality
AdvisorEngine is a digital wealth management platform that includes CRM functionality along with portfolio management...
Price: Contact sales for pricing
Pros:
- Integrated investment management
- Client portal for collaboration
Cons:
- Limited customization options
- Higher price point