# Page 4 | Best Financial CRM Software 2026 | Capterra > Page 4 - Find the top Financial CRM software of 2026 on Capterra. Based on millions of verified user reviews - compare and filter for whats important to you to find the best tools for your needs. Source: https://www.capterra.com/financial-crm-software --- # Best Financial CRM Software - Page 4 [## SolvCRM](https://www.capterra.com/p/10017489/SolvCRM/) 0.0 (0) SolvCRM, a CRM software, streamlines finances, automates tasks, and boosts sales for businesses. [Learn more about SolvCRM](https://www.capterra.com/p/10017489/SolvCRM/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Veritouch](https://www.capterra.com/p/204106/VeriTouch/) 0.0 (0) CRM solution based on Dynamics 365, designed for financial services companies like banks, insurance firms, and credit unions. [Learn more about Veritouch](https://www.capterra.com/p/204106/VeriTouch/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Magnifinance](https://www.capterra.com/p/160279/Magnifinance/) 0.0 (0) Magnifinance is a finance management software that makes certified invoices for users and provides a data analytics dashboard [Learn more about Magnifinance](https://www.capterra.com/p/160279/Magnifinance/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. [## Pepper](https://www.capterra.com/p/232097/Pepper/) 0.0 (0) The Go-To-Market Platform Powering Independent Distribution [Learn more about Pepper](https://www.capterra.com/p/232097/Pepper/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Arx CRM](https://www.capterra.com/p/10026580/Arx-MA-CRM/) 0.0 (0) Arx M&A CRM is a cloud-based solution that helps investment banks manage the entire deal lifecycle from prospecting to closing. [Learn more about Arx CRM](https://www.capterra.com/p/10026580/Arx-MA-CRM/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## CALM Portal](https://www.capterra.com/p/10034191/CALM-Portal/) 0.0 (0) CALM Portal is a management software that centralizes client activities for financial institutions in one comprehensive interface. [Learn more about CALM Portal](https://www.capterra.com/p/10034191/CALM-Portal/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Financial Cloud CRM](https://www.capterra.com/p/10016978/Financial-Cloud/) 0.0 (0) Financial CRM solution that helps businesses manage customer relationships, payments, personalised communications, and more. [Learn more about Financial Cloud CRM](https://www.capterra.com/p/10016978/Financial-Cloud/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## AdviAlly](https://www.capterra.com/p/10006019/AdviAlly/) 0.0 (0) AdviAlly is a cloud-based CRM and finance management platform for financial professionals. [Learn more about AdviAlly](https://www.capterra.com/p/10006019/AdviAlly/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Hoopiz Credit Management](https://www.capterra.com/p/239948/Hoopiz/) 0.0 (0) SaaS Software Risk and Cash collection : Collect faster 📊 Save time and gain visibility. Improve your cash flow. Decrease the DSO. [Learn more about Hoopiz Credit Management](https://www.capterra.com/p/239948/Hoopiz/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## ProTracker Advantage](https://www.capterra.com/p/198791/ProTracker-Advantage/) 0.0 (0) Financial CRM solution that helps users with practice management, RMD calculations, marketing, tasks tracking, reporting, and more.  [Learn more about ProTracker Advantage](https://www.capterra.com/p/198791/ProTracker-Advantage/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Antelope Systems](https://www.capterra.com/p/235886/Antelope-Systems/) 0.0 (0) Antelope offer CRM solutions, unique lead management tools, Ninja, Financials, KYC, Communication, and PSP integrations all in one. [Learn more about Antelope Systems](https://www.capterra.com/p/235886/Antelope-Systems/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## BSI Customer Suite](https://www.capterra.com/p/241854/BSI-Customer-Suite/) 0.0 (0) All-in-one customer experience solution that helps with relationship management, customer experience, AI, and customer data. [Learn more about BSI Customer Suite](https://www.capterra.com/p/241854/BSI-Customer-Suite/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Vumi](https://www.capterra.com/p/10014094/Vumi/) 0.0 (0) Wealth management solution that helps businesses aggregate client data to automate portfolio monitoring and financial reporting. [Learn more about Vumi](https://www.capterra.com/p/10014094/Vumi/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Intelligent Customer Management](https://www.capterra.com/p/144311/NexJ-Contact/) 0.0 (0) Our products can meet all of your vertical CRM needs in a single package. This includes Sales, Service and Marketing capabilities. [Learn more about Intelligent Customer Management](https://www.capterra.com/p/144311/NexJ-Contact/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## NMI Merchant Relationship Management](https://www.capterra.com/p/10022249/Merchant-Relationship-Management/) 0.0 (0) A CRM purpose-built for the payments industry; automates merchant management, residuals, compliance and risk for banks and ISOs. [Learn more about NMI Merchant Relationship Management](https://www.capterra.com/p/10022249/Merchant-Relationship-Management/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Zapflow](https://www.capterra.com/p/164085/Zapflow/) 0.0 (0) Manage deals, track portfolios & close your next fund faster. Zapflow is all-inclusive and configurable platform for investing teams. [Learn more about Zapflow](https://www.capterra.com/p/164085/Zapflow/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Apex 72](https://www.capterra.com/p/10003096/Apex-72/) 0.0 (0) Financial Advisors, Life Insurance Agents, and Producers, tired of multiple confusing systems? Ready to simplify and succeed? [Learn more about Apex 72](https://www.capterra.com/p/10003096/Apex-72/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management Page 4 of 4 ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Filter (142) Products: Sort By: Sponsored * * * Plan Type Free Trial Popular 85% of professionals opt for a 30-day trial before the software purchase Other subsciption plans: Free Version Monthly Subscription Annual Subscription One-Time License Key Features All key features Popular We have selected the most important and critical features as defined by Capterra user reviews Activity Dashboard AI Copilot Alerts/Notifications Campaign Management Client Management Collaboration Tools Contact Management Customer Database Data Import/Export Document Management Email Marketing Expense Tracking Financial Management For Financial Institutions Generative AI Lead Management Marketing Automation Pipeline Management Relationship Tracking Team Assignments Territory Management Deployment Cloud, SaaS, Web-Based Desktop Mac Desktop Windows Desktop Linux On-Premise Windows On-Premise Linux Desktop Chromebook Mobile Android Mobile iPhone Mobile iPad Related Software Category: [Insurance CRM Software](https://www.capterra.com/insurance-crm-software/)[Social CRM Tools Software](https://www.capterra.com/social-crm-tools-software/)[Healthcare CRM Software](https://www.capterra.com/healthcare-crm-software/)