Top Rated Edgefolio Alternatives
(582)
4.0 out of 5
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There are not enough reviews of Edgefolio for G2 to provide buying insight. Below are some alternatives with more reviews:
1
Maximizer
4.0
(582)
The command center for sales leaders and representatives to be more data-driven, boost productivity, and reach revenue goals together.
2
Redtail Technology
4.3
(184)
Redtail Technology is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
3
Total Expert
4.5
(134)
Automate, deploy and track your marketing activities from the top down and simplify your daily process for producing print and digital marketing assets.
4
Wealthbox CRM
4.5
(103)
CRM for Financial Advisors
5
Merchant Relationship Management by NMI
4.6
(94)
Integrated Reporting is Simple (IRIS CRM) is a premier sales automation software company servicing clients in the payments industry.
6
Salesforce Financial Services Cloud
4.2
(92)
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.
7
Practifi
4.3
(71)
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.
8
Affinity
4.4
(66)
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, .
9
Irwin
4.6
(56)
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.
10
Backstop Solutions Suite
4.7
(46)
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
