Top 10 Best Wealth Management CRM Software of 2026

Salesforce Financial Services Cloud is a robust CRM platform tailored for financial services firms, particularly in wealth management, enabling advisors to manage complex client relationships, households, and goals seamlessly. It offers advanced features like relationship intelligence, householding, compliance management, and AI-driven insights via Einstein. The solution integrates deeply with the Salesforce ecosystem, providing scalability for enterprise-level operations while supporting personalized client experiences.

Wealthbox is a modern, advisor-centric CRM designed specifically for financial professionals and wealth managers to streamline client relationship management. It offers centralized contact databases, automated workflows, task management, and seamless integrations with custodians like Schwab and Fidelity. The platform emphasizes compliance, team collaboration, and mobile accessibility to enhance productivity in wealth management practices.

Redtail CRM is a cloud-based customer relationship management platform specifically designed for financial advisors and wealth managers. It facilitates client data organization, task automation, workflow management, and compliance tracking through features like householding, document imaging, and email integration. The software stands out for its extensive integrations with over 50 financial technology tools, enabling seamless data flow for portfolio management and planning. Overall, it provides a robust yet accessible solution for growing advisory practices.

Practifi is a Salesforce-native CRM platform designed specifically for wealth management and financial advisory firms, offering end-to-end tools for client relationship management, onboarding, portfolio tracking, and compliance. It leverages the power of Salesforce Financial Services Cloud to provide customizable workflows, client portals, and advanced reporting tailored to advisors' needs. The software emphasizes scalability, enabling firms to manage households, assets under management, and regulatory requirements efficiently.

AdvisorEngine is a cloud-based CRM platform designed specifically for wealth management advisors, combining client relationship management, portfolio performance reporting, and financial planning tools into a unified system. It excels in integrating with major custodians like Schwab, Fidelity, and Pershing for real-time data synchronization and automated workflows. The platform also features a robust client portal and mobile app, enabling advisors to deliver personalized experiences while streamlining compliance and operations.

Orion Advisor Tech is a comprehensive wealth management platform that integrates CRM functionality with portfolio management, trading, reporting, and billing tools for financial advisors. It provides a unified view of client data, enabling advisors to manage relationships, monitor performance, and execute trades efficiently. Designed primarily for RIAs, it emphasizes scalability and data aggregation across multiple custodians.

SS&C Black Diamond is an enterprise-grade wealth management platform that combines CRM, portfolio accounting, performance reporting, and client relationship tools into a unified solution for advisors and firms. It excels in aggregating data from multiple custodians, delivering customizable reports, and automating workflows to enhance client engagement and compliance. Designed for scalability, it supports high-net-worth individuals, RIAs, and family offices with advanced analytics and billing integration.

Tamarac by Envestnet is a specialized CRM platform tailored for wealth management advisors and RIAs, offering client relationship management integrated with portfolio accounting, performance reporting, and rebalancing tools. It enables firms to centralize client data, automate workflows, track interactions, and generate customized reports for better client engagement and compliance. The solution is part of Envestnet's broader ecosystem, providing seamless connectivity for end-to-end wealth management operations.

Morningstar Office is a robust investment research and portfolio management platform tailored for wealth advisors, providing access to extensive Morningstar data for security analysis, asset allocation, and performance reporting. It offers tools for client portfolio monitoring, customizable reports, and compliance support, with some integrated client relationship features like household grouping. While strong in analytics, it functions more as an investment workstation than a full-featured CRM, lacking advanced workflow automation or sales pipeline management.

Altruist is a comprehensive wealth management platform that integrates CRM functionality with brokerage custody, portfolio accounting, trading, and reporting for RIAs. It enables advisors to manage client relationships, onboard new accounts efficiently, track interactions, and deliver personalized reporting through a unified, modern interface. By combining front- and back-office tools, Altruist reduces the need for multiple vendors, streamlining operations for independent advisory firms.