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Salesforce Financial Services Cloud - Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.
Affinity - Relationship Intelligence, Reimagined
Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.
Zapflow - Zapflow is a cloud-based tool for professional investors to manage their deal flows.
SmartOffice - Whether you need to read that report from the office, present a PowerPoint presentation, or review that annual statement from your broker that came in PDF form, SmartOffice has you covered.
Folk - The next generation contact manager