
Altitude CRM
Wealthbox
Redtail CRM
AdvisorEngine CRM
Envestnet Platform
Salesforce
Microsoft Dynamics
Envestnet provides technology-enabled investment and practice management solution to financial advisors.

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When comparing Envestnet and Diffee, you can also consider the following products.

The AI-native CRM built for financial advisors to manage clients, marketing, and growth in one intelligent platform.
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Redtail is a web-based client relationship management solution for the financial advisors.
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Activity Tracking Keep track of all tasks, activities performed, or any other notes related to a client.
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Envestnet Platform is an advanced-level platform that is used to find the best potential opportunities to invest and it helps you to optimize your processes related to wealth management.
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CRM software solutions and enterprise cloud computing from salesforce.com, the leader in CRM and platform as a service.
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