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Top 10 Edgefolio Alternatives & Competitors

By Edgefolio

The Investor Relationship Management Software solutions below are the most common alternatives that users and reviewers compare with Edgefolio. Other important factors to consider when researching alternatives to Edgefolio include ease of use and reliability. The best overall Edgefolio alternative is Maximizer. Other similar apps like Edgefolio are Redtail Technology, Total Expert, Wealthbox CRM, and Merchant Relationship Management by NMI. Edgefolio alternatives can be found in Investor Relationship Management Software but may also be in Financial Services CRM Software or CRM Software.

Best Paid & Free Alternatives to Edgefolio

  • Maximizer
  • Redtail Technology
  • Total Expert
Show More

Top 10 Alternatives to Edgefolio Recently Reviewed By G2 Community

Browse options below. Based on reviewer data, you can see how Edgefolio stacks up to the competition and find the best product for your business.
    TaskSuite
  1. SponsoredYou’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings.

    TaskSuite

    (3)5.0 out of 5

    2. TaskSuite is a revolutionary cloud-based solution designed to transform the loan management landscape. Our platform streamlines every phase of the loan lifecycle, from origination through servicing to credit management, with unparalleled efficiency. By leveraging TaskSuite, financial institutions can enjoy a seamless, automated process that reduces manual work, accelerates decision-making, and enhances customer satisfaction. Our innovative system offers robust customization options, allowing for a tailored approach that meets the unique needs of brokers and lenders alike. TaskSuite stands out by providing comprehensive analytics, real-time tracking, and a user-friendly interface, ensuring that our clients stay ahead in the competitive financial market.

    Visit Website
    Visit Website
    #1

  2. Maximizer

    By Maximizer Software
    (582)4.0 out of 5

    3. The command center for sales leaders and representatives to be more data-driven, boost productivity, and reach revenue goals together.

    Categories in common with Edgefolio:
    Get a quote
    See all Maximizer reviews
    #2

  3. Redtail Technology

    By Orion Advisor Tech
    (184)4.3 out of 5

    4. Redtail Technology is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.

    Categories in common with Edgefolio:
    See all Redtail Technology reviews
    #3

  4. Total Expert

    By Total Expert
    (134)4.5 out of 5

    5. Automate, deploy and track your marketing activities from the top down and simplify your daily process for producing print and digital marketing assets.

    Categories in common with Edgefolio:
    Get a quote
    See all Total Expert reviews
    #4

  5. Wealthbox CRM

    By Wealthbox
    (103)4.5 out of 5

    6. CRM for Financial Advisors

    Categories in common with Edgefolio:
    See all Wealthbox CRM reviews
    #5

  6. Merchant Relationship Management by NMI

    By NMI
    (94)4.6 out of 5

    7. Integrated Reporting is Simple (IRIS CRM) is a premier sales automation software company servicing clients in the payments industry.

    Categories in common with Edgefolio:
    See all Merchant Relationship Management by NMI reviews
    #6

  7. Salesforce Financial Services Cloud

    By Salesforce
    (92)4.2 out of 5

    8. Salesforce Financial Services Cloud provides integrated sales, service and marketing solutions that break down silos and help create a cohesive, personalized customer experience across all departments, and through all channels of communication.

    Categories in common with Edgefolio:
    See all Salesforce Financial Services Cloud reviews
    #7

  8. Practifi

    By Practifi
    (71)4.3 out of 5

    9. Practifi is the business management platform for financial services. Practifi helps wealth businesses connect with their customers, drive efficiency gains and simplify compliance. Built on the world’s leading enterprise CRM platform, Practifi revolutionises financial advice, superannuation and insurance technology.

    Categories in common with Edgefolio:
    Get a quote
    See all Practifi reviews
    #8

  9. Affinity

    By Affinity, Inc.
    (66)4.4 out of 5

    10. Affinity is a relationship intelligence platform built to expand and evolve the traditional CRM. Affinity helps your team curate and grow its network by unlocking introductions to decision makers and auto-populating your pipeline to increase deal flow using AI and natural language processing, .

    Categories in common with Edgefolio:
    See all Affinity reviews
    #9

  10. Irwin

    By Platform Group Limited
    (56)4.6 out of 5

    11. Irwin's full-service suite of IR tools allows you to make more informed data-led decisions, have more high-quality investor meetings, diversify your shareholder base, and lower your cost of capital. With Irwin, you can better manage your IR initiatives and empower your IR team. Our versatile product includes powerful investor targeting, the most comprehensive shareholder monitoring, an intuitive CRM (with built-in email and engagement tools), and timely research, estimates and transcripts.

    Categories in common with Edgefolio:
    See all Irwin reviews
    #10

  11. Backstop Solutions Suite

    By ION Analytics
    (46)4.7 out of 5

    12. Backstop offers the industry-leading, cloud-based productivity suite to funds of funds, pensions, endowments, foundations, investment consultants, family offices, hedge funds, and private equity firms

    Categories in common with Edgefolio:
    See all Backstop Solutions Suite reviews
    TaskSuite
  12. SponsoredYou’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings.

    TaskSuite

    (3)5.0 out of 5

    13. TaskSuite is a revolutionary cloud-based solution designed to transform the loan management landscape. Our platform streamlines every phase of the loan lifecycle, from origination through servicing to credit management, with unparalleled efficiency. By leveraging TaskSuite, financial institutions can enjoy a seamless, automated process that reduces manual work, accelerates decision-making, and enhances customer satisfaction. Our innovative system offers robust customization options, allowing for a tailored approach that meets the unique needs of brokers and lenders alike. TaskSuite stands out by providing comprehensive analytics, real-time tracking, and a user-friendly interface, ensuring that our clients stay ahead in the competitive financial market.

    Visit Website
    Visit Website

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