Financial advisors have one job—to keep clients happy and their finances in check. But that’s easier said than done. Managing relationships, tracking investments, staying compliant—it’s a lot. That’s why CRMs are blowing up in the finance world. In 2025, the market is expected to cross $100 billion, and for good reason. A solid CRM isn’t just about organization; it’s about survival.
The problem? Not all CRMs are built for finance pros. Some are clunky. Others lack key features. But a few? Absolute game-changers. Dynamics 365 for Finance is one of them. It’s smooth, smart, and plays nice with Microsoft’s ecosystem. But it’s not the only one worth your time. If you are wondering what does CRM means in accounting, this blog is just meaning for you. In this list, we’re breaking down the seven best CRM options for financial advisors and wealth managers—so you can pick the one that keeps you ahead of the game.
Here’s a great reason to read this blog till the end:
“Reports show that companies can achieve a return on investment (ROI) of $8
for every $1 spent on CRM.”
7 Top CRM for Financial Advisors & Wealth Managers
1. Dynamics 365 Finance & Operations
Overview
This is probably the best CRM for financial advisors. Managing finances and business operations efficiently is a challenge for many companies, but Microsoft Dynamics 365 Finance & Operations simplifies it by offering an all-in-one ERP solution. Designed to unify accounting, budgeting, reporting, and customer management, it eliminates the need for multiple disconnected systems. This makes it a great choice for businesses that want to streamline financial workflows while staying compliant with industry regulations.
Key Features
- All-in-One Financial Oversight – No more switching between multiple platforms. Keep track of accounting, budgets, and financial reports in one centralized system, ensuring a clear and accurate view of your business’s financial health.
- Smart Financial Insights – Instead of making guesses, use data-backed predictions to plan ahead. AI-powered analytics help spot trends, manage cash flow and improve overall financial planning.
- Hassle-Free Compliance & Security – Keeping up with financial regulations can be overwhelming, but built-in compliance tools automate tax calculations, reporting, and audits, helping businesses stay on track without the stress.
- Built to Grow With You – Whether you’re running a small startup or a large enterprise, the system adapts to your needs. It scales effortlessly, ensuring that financial management never becomes a bottleneck as your business expands.
- Effortless Global Transactions – Doing business internationally? Multi-currency support and automated tax compliance make global accounting simple, so you can focus on growing without worrying about financial complexities.
- Automation That Saves Time – Manual tasks like invoicing, expense approvals, and reconciliations take up valuable hours. Automating these processes reduces errors, speeds up workflows, and keeps everything running smoothly.
- Clear & Real-Time Budgeting – Plan ahead with real-time financial updates. Adjust budgets on the go, forecast future cash flow, and avoid financial surprises with accurate, up-to-date insights.
Technical Details
- Deployment – Available as a cloud-based solution with an option for on-premises setup.
- Integrations – Works smoothly with Office 365, Power BI, and Azure.
- Customization – Allows tailored workflows and smooth automation through Microsoft Power Platform.
Business Advantages
- Highly Efficient – Automates financial tasks to minimize errors and utilize time in other activities.
- Better Decision-Making – Provides real-time insights for smarter financial planning.
- Powerful Client Relationships – Integrated CRM features help in managing customer interactions effectively.
Pricing Details
- Dynamics 365 Plan – Access the full suite of applications for $210 per user/month.
- Unified Operations Plan – Designed for managing business operations, starting at $190 per user/month.
- Customer Engagement Plan – Focuses on customer relationship management for financial services, priced at $115 per user/month.
Pricing may vary, so it’s best to consult a Microsoft partner for the latest rates and customized quotes.
Limitations to Consider
- Learning Curve – With a wide range of features, new users may require time and training to fully adapt.
- Cost Factor – The pricing is on the higher side compared to some alternatives, which may be a concern for smaller businesses.
2. Salesforce Financial Services Cloud
Overview
Salesforce Financial Services Cloud is a CRM solution built specifically for financial advisors, wealth managers, and insurance professionals. It enhances Salesforce’s core CRM capabilities with tools tailored to the financial industry, helping businesses streamline client interactions and regulatory compliance. This is a very popular CRM for financial service industry and has been chosen by many.
Key Features
- Client Management – Get a full picture of each client, including financial details, goals, and past interactions.
- Process Automation – Speed up onboarding and other routine tasks with standardized action plans.
- Regulatory Compliance – Built-in tracking and reporting help businesses stay on top of compliance requirements.
- Team Collaboration – Keep everyone aligned with shared client notes, task tracking, and real-time updates.
Technical Details
- Deployment – A fully cloud-based platform accessible from both web and mobile devices.
- Integrations – Connects with a wide range of financial planning and portfolio management tools through the Salesforce AppExchange.
- Customization – Easily adaptable using Salesforce’s Lightning App Builder and third-party apps to meet specific business needs.
Business Benefits
- Stronger Client Relationships – Provides a complete view of client data to enable more personalized interactions.
- Improved Efficiency – Automates repetitive tasks so advisors can spend more time with clients.
- Built for Growth – Scales effortlessly as the business expands, handling more clients and data without slowing down.
Pricing Details
- Base Pricing – Starts at $150 per user/month.
- Additional Costs – Pricing increases with extra features, customizations, and third-party integrations.
- Custom Quotes – It's best to contact Salesforce directly for a tailored pricing plan.
Limitations
- High Cost – For using platform’s advanced features, one must buy its premium. Hence, it may not be a great choice for smaller firms.
- Steep Learning Curve – Because of its complexity, users may need to be trained extensively and a dedicated administrator to manage the system effectively.
3. Zoho CRM for Finance
Overview
Zoho CRM for Finance is crafted for financial advisors and wealth management professionals looking for an affordable yet feature-rich solution. It enables firms to efficiently manage client interactions, automate workflows, and trace performance—all while staying on the budget.
Key Features
- Client Management – Organizes detailed client profiles, including financial portfolios and previous interactions as well.
- Lead and Deal Management – Offers tools to track potential clients and also manage sales pipelines in an effective manner.
- Task Automation – Simplifies follow-ups, appointment scheduling, and other routine processes.
- Custom Reports & Dashboards – Provides real-time insights of the performance metrics with easy-to-use analytics tools.
- Mobile-Friendly Access – Enables advisors to effectively manage client relationships from anywhere with a dedicated mobile app.
Technical Details
- Deployment – A cloud-based platform with full mobile app support for on-the-go access.
- Integrations – Easily connects with financial tools, third-party services, and other Zoho applications.
- Customization – Easily adapts to business needs with flexible modules, custom fields, and workflow automation.
Business Benefits
- Affordable & Feature-Rich – Offers essential CRM tools at a budget-friendly price.
- Easy to Use – It has a very clean and intuitive interface. This simplifies onboarding and daily operations.
- Boosts Efficiency – Minimizes manual tasks with automation. This saves time for engaging clients.
Pricing Details
- Standard Plan – Starts at $14 per user/month.
- Professional Plan – Available for $23 per user/month.
- Enterprise Plan – Priced at $40 per user/month.
- Important Note – Prices may change, so it’s best to check Zoho’s official website for the latest updates.
Limitations
- Limited Customization – While the platform allows some customization, it may not be flexible enough for larger enterprises with complex needs.
- Integration Challenges – Users have reported difficulties when connecting Zoho CRM with certain third-party applications outside the Zoho ecosystem.
4. HubSpot CRM for Financial Services
Overview
HubSpot CRM is greatly known for its user-friendly interface. It is also popular for its comprehensive free tier offerings. This is customized for the financial service industry. It assists advisors in maintaining better client relationships and also automates marketing efforts.
Key Features
- Contact and Lead Management: Organizes client information and tracks potential lead interactions.
- Hands-On Email Marketing: Facilitates targeted email campaigns by providing tracking and analytics.
- Pipeline Management: Visualizes sales processes. This can help monitor deal progress.
- Reporting Dashboards: Provides in-depth insights into sales activities and performance metrics.
Technical Details
- Deployment: Cloud-based platform.
- Integrations: Offers extensive integration options with other finance tools and services.
- Customization: Configurable features to meet industry-specific needs.
Business Benefits
- Better Client Engagement – Automates follow-ups and communication. This enables enterprises to continuously connect with their clients.
- Saves Time with Automation – Cuts down on manual work by automating various tasks like data entry, scheduling, etc.
- Smarter Business Decisions – Gives firms access to real-time insights and reports.
Pricing Details
- Free Plan – Basic CRM features are FREE.
- Starter Plan – Priced at $50 per user/month.
- Professional & Enterprise Plans – Get advanced high-end features. Pricing details can be received upon request.
- Note: Prices may change, so it's best to have a look at HubSpot’s official website for up-to-date information.
Limitations
- Pay For Advanced Features – The free version covers the basics, but businesses need to upgrade to more powerful tools.
5. Wealthbox CRM
Overview
Wealthbox CRM is a modern and user-friendly platform which is specifically developed for financial advisors. It offers a clean interface. It renders intuitive features that aid in smooth client management and collaboration within advisory firms.
Key Features
- Contact Management: Centralizes client information, including financial accounts, interactions, and notes.
- Task Management: Allows advisors to easily create, effortlessly assign, and track tasks. This ensures timely follow-ups and client service.
- Workflow Automation: Automates mundane, repetitive processes which further leads to better operational efficiency.
- Calendar Integration: Syncs with popular calendar apps. This enables firms to manage appointments and deadlines in an error-free manner.
- Mobile Access: Renders a mobile app for advisors to access client data on the go.
Technical Details
- Deployment: Cloud-based platform.
- Integrations: Smoothly blends with finance tools, along with different services. This includes custodial platforms and portfolio management systems.
- Customization: Offers configurable workflows as well as data fields to match firm-specific processes.
Business Benefits
- Better Collaboration: Renders smooth team communication and information sharing, improving client service.
- User-Friendly Interface: Almost eradicates the learning curve. This allows quick adoption by advisory teams.
- Improved Client Engagement: Ensures timely interactions and follow-ups. This helps to build powerful client relationships.
Pricing Details
Wealthbox renders several pricing options:
- Basic Plan: $35 per user/month.
- Pro Plan: $49 per user/month.
- Premier Plan: $65 per user/month. Note: Pricing is subject to change; it's advisable to consult Wealthbox for the latest information.
Limitations
- No Advanced Capabilities: Absence of some of the advanced features that may be available in more comprehensive CRMs.
- Scalability Issues: It is good for small to mid-sized firms. But, larger enterprises may not find it accommodating to their complex needs.
6. Maximizer CRM
Overview
Maximizer CRM is built for financial advisors who want to strengthen client relationships and offer personalized financial advice. It provides the tools needed to manage client interactions efficiently while staying organized.
Key Features
- Detailed Client Profiles – Keep track of financial history, family details, and key client information in one place.
- Easy Email Integration – Work directly from your Outlook inbox to send personalized messages without switching platforms.
- AI-Powered Insights – Get smart summaries of past client interactions, along with suggestions for follow-ups.
- Secure Document Management – Store and organize important client files for quick and easy access.
Technical Details
- Deployment Options – Available as a cloud-based solution or an on-premise setup, giving businesses flexibility.
- Seamless Integrations – Connects with a variety of financial tools and third-party services to streamline operations.
- Customizable Dashboards – Tailor reports and dashboards to fit specific business needs for better visibility and control.
- Automated Marketing Campaigns – Engage clients effectively with scheduled emails and targeted outreach.
Business Benefits
- Better Client Relationships – Easily track and manage client interactions. This leads to better connections.
- Increased Productivity – Cuts down on manual work by simply automating key tasks.
- Smarter Decision-Making – Provides insights that enable organizations to make better financial decisions.
Pricing Details
Maximizer CRM renders different types of pricing plans based on business size and requirements. To get exact pricing details, reaching out to their sales team is recommended.
Limitations
- Learning Curve – Few users may need time to get familiar with the system’s features.
- Integration Challenges – Integrating with certain third-party applications might need more setup.
7. Oracle CRM for Financial Services
Overview
Oracle CRM is designed for large financial institutions, combining CRM tools with analytics and security to escalate client relationships and streamline operations.
Key Features
- Predictive Analytics – Helps predict sales and financial trends for data-driven decisions.
- Territory Management – Organizes sales teams efficiently for better workloads.
- Quota Management – Helps set and trace performance goals.
- Partner Collaboration – Improves communication with external sales channels.
- Unified Client View – Provides instant access to key client information for customized service.
Technical Details
- Deployment: Available as both cloud-based and on-premises. Hence, it renders flexibility for different IT setups.
- Integrations: Smoothly integrates with Oracle applications and third-party financial tools for a unified system.
- Customization: Highly adaptable to fit certain business workflows and needs.
Business Benefits:
- Powerful Client Relationships – Renders personalized and consistent service across all touchpoints.
- Data-Driven Decisions – Provides advisors with real-time insights so enterprises can proactively engage with their customers.
- More Efficiency – Automates key operations like sales forecast and territory management to reduce workload.
Pricing Details
- Professional Edition – Starts at $65 per user/month.
- Standard Edition – Begins at $100 per user/month.
- Enterprise Edition – Priced at $200 per user/month.
- Industry Edition – Costs $300 per user/month.
- Custom Pricing – Businesses with certain needs should contact Oracle for a tailored quote.
Limitations
- Complexity – Requires thorough training because of its complex features.
- Cost – Higher-tier plans may be expensive for small firms or startups or even independent advisors.
- Implementation Time –Doing Personalization as well as deployment can take time, delaying benefits.
Wrapping Up
Choosing amongst the best financial CRM systems isn’t just about picking software—it’s about finding a system that actually makes your life easier. Financial advisors need a CRM that keeps client data organized, simplifies follow-ups, and doesn’t feel like a chore to use. The seven options we’ve covered—Dynamics 365 CRM, Salesforce, Zoho, HubSpot, Wealthbox, Maximizer, and Oracle—each have their own strengths. Some are great for automation, others for analytics, and some just keep things simple. The best one? That depends on your business size, budget, and how much customization you need.
If you’re still on the fence, DynaTech Systems can help you figure it out. As a Microsoft Solutions Partner, they specialize in CRM Solutions for financial services, offering solutions that grow with your business. With a team of 350+ experts, they know how to set up a CRM that actually works for you—without the headache.