Best Financial Services CRM Software in 2026
Updated
Financial services teams can use CRM software to keep client relationships, opportunities and related processes in view. Compared on audit trail, client portal and compliance workflows, these entries also let you weigh deployment, email and calendar sync, and opportunity management. Zoho CRM, Total Expert and AdvisorEngine CRM are among the named options to consider. Check whether the listed workflows fit the way your team handles compliance and client access, and whether the sync and deployment details suit its existing setup. Free-plan availability and paid-from pricing provide additional cost points to compare. Focus on the capabilities that matter to your client work, then assess the entries against those needs.
28ranked
3free plans on this page
$3.25/molowest paid tier
10 Oct 2026last checked
Recognised 40% · Phone app 26% · Documented 20% · Free plan 14% of the score
- 1 Zoho CRM iPhone + Android RecognisedPhone appDocumentedFree plan 7.9$14/mo
- 2 Total Expert iPhone + Android RecognisedPhone appDocumentedFree plan 7.6$100/mo Compliance workflows: Yes
- 3 AdvisorEngine CRM iPhone + Android RecognisedPhone appDocumented 7.1$5.75/mo Compliance workflows: YesOpportunity management: YesClient portal: Yes
- 4 Advyzon iPhone + Android RecognisedPhone appDocumented 7.1
- 5 Aidium iPhone + Android RecognisedPhone appDocumented 7.1 Compliance workflows: Yes
- 6 Altvia iPhone + Android RecognisedPhone appDocumented 7.1
- 7 DealCloud iPhone + Android RecognisedPhone appDocumented 7.1 Compliance workflows: YesOpportunity management: Yes
- 8 Dynamo CRM & Deal Management iPhone + Android RecognisedPhone appDocumented 7.1 Compliance workflows: YesOpportunity management: YesClient portal: Yes
- 9 Advisor360° CRM iPhone + Android RecognisedPhone appDocumented 7.0 Compliance workflows: YesOpportunity management: Yes
- 10 Creatio CRM iPhone + Android RecognisedPhone appDocumentedFree plan 7.0
- 11 SurefireCRM iPhone + Android RecognisedPhone appDocumented 7.0 Compliance workflows: YesOpportunity management: YesClient portal: Yes
- 12 Jungo iPhone + Android RecognisedPhone appDocumentedFree plan 6.9$8/mo Compliance workflows: Yes
- 13 Oracle Siebel CRM iPhone + Android RecognisedPhone appDocumentedFree plan 6.9$68.75/mo Compliance workflows: YesOpportunity management: YesClient portal: Yes
- 14 Salesforce Financial Services Cloud iPhone + Android RecognisedPhone appDocumentedFree plan 6.9$325/mo Compliance workflows: YesOpportunity management: YesClient portal: Yes
- 15 BNTouch Mortgage CRM iPhone + Android RecognisedPhone appDocumentedFree plan 6.8$95/mo Compliance workflows: Yes
- 16 InsuredMine iPhone + Android RecognisedPhone appDocumented 6.8 Opportunity management: YesClient portal: Yes
- 17 Practifi iPhone + Android RecognisedPhone appDocumentedFree plan 6.8$135/mo Compliance workflows: YesOpportunity management: YesClient portal: Yes
- 18 Redtail CRM iPhone + Android RecognisedPhone appDocumentedFree plan 6.8$3.25/mo
- 19 Shape iPhone + Android RecognisedPhone appDocumented 6.8 Compliance workflows: Yes
- 20 Wealthbox iPhone + Android RecognisedPhone appDocumented 6.7
- 21 AdvisorCRM No phone app RecognisedPhone appDocumentedFree plan 6.2$59/mo Compliance workflows: YesOpportunity management: Yes
- 22 AgencyBloc AMS+ No phone app RecognisedPhone appDocumented 5.7 Compliance workflows: YesOpportunity management: Yes
- 23 Pega CRM No phone app RecognisedPhone appDocumented 5.7
- 24 Cloudsquare No phone app RecognisedPhone appDocumented 5.5$75/mo Compliance workflows: YesOpportunity management: YesClient portal: Yes
- 25 OneVest CRM No phone app RecognisedPhone appDocumented 5.5 Compliance workflows: YesOpportunity management: YesClient portal: Yes
Compare all 25 in a table
| # | App | Score | Free plan | Paid from | Compliance workflows | Opportunity management |
|---|---|---|---|---|---|---|
| 1 | Zoho CRM | 7.9 | Yes | 14 /user/mo | ||
| 2 | Total Expert | 7.6 | Yes | 100 /user/mo | Yes | |
| 3 | AdvisorEngine CRM | 7.1 | 69 /user/mo | Yes | Yes | |
| 4 | Advyzon | 7.1 | ||||
| 5 | Aidium | 7.1 | Yes | |||
| 6 | Altvia | 7.1 | ||||
| 7 | DealCloud | 7.1 | Yes | Yes | ||
| 8 | Dynamo CRM & Deal Management | 7.1 | Yes | Yes | ||
| 9 | Advisor360° CRM | 7.0 | Yes | Yes | ||
| 10 | Creatio CRM | 7.0 | No | |||
| 11 | SurefireCRM | 7.0 | Yes | Yes | ||
| 12 | Jungo | 6.9 | No | 96 /user/mo | Yes | |
| 13 | Oracle Siebel CRM | 6.9 | No | Yes | Yes | |
| 14 | Salesforce Financial Services Cloud | 6.9 | No | 325 /user/mo | Yes | Yes |
| 15 | BNTouch Mortgage CRM | 6.8 | No | Yes | ||
| 16 | InsuredMine | 6.8 | No | Yes | ||
| 17 | Practifi | 6.8 | No | 135 /user/mo | Yes | Yes |
| 18 | Redtail CRM | 6.8 | No | 39 /user/mo | ||
| 19 | Shape | 6.8 | No | Yes | ||
| 20 | Wealthbox | 6.7 | No | |||
| 21 | AdvisorCRM | 6.2 | Yes | Yes | Yes | |
| 22 | AgencyBloc AMS+ | 5.7 | Yes | Yes | ||
| 23 | Pega CRM | 5.7 | ||||
| 24 | Cloudsquare | 5.5 | 75 /user/mo | Yes | Yes | |
| 25 | OneVest CRM | 5.5 | Yes | Yes |
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