
Redtail CRM
Wealthbox
Salesforce Financial Services Cloud
A client book for financial advisors and insurance agents in Singapore. Notes after each meeting, dates remembered, and a morning list of who to follow up.

Code Effects is the fastest and most intuitive .NET business rules engine trusted by government entities and Fortune 500 corporations all over the world

Website, pricing, platforms and company facts side by side.
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| Website | advisorkin.com | codeeffects.com |
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| Company | Startup from Singapore | 2009 |
| Listed in |
In their own words, as submitted to SaaSHub.


AdvisorKin is a client book built for financial advisors and insurance agents in Singapore, not a sales pipeline. Write a quick note after each meeting in your own words. Press Analyse and AdvisorKin picks out the key facts, the dates that matter, what the client is worried about, how they like...
Code Effects Software is the developer of state-of-the-art business rules engine that combines an incredible performance of rule evaluation with revolutionary web interface, allowing the end-users to author and manage their corporate business rules with no knowledge of programming languages or IT...
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Redtail is a web-based client relationship management solution for the financial advisors.
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Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.
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