Compare CRM features

Which CRM tools have what, so you can skip the demos that can't do what you need. Answers come from the companies, their websites and the advisors who use them (hover a mark to see who). Use one of these? Open its page and say how each feature really works.

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28 CRM tools with answers so far · ✓ yes · ◐ partly · ✕ no · blank: not known yet. Hover a mark for who said so.

Tool	AI assistant	Meeting notetaker	Workflow automation	Email & calendar sync	Texting	Client portal	E-signature	Digital onboarding	Households	Email marketing	Compliance archiving	Mobile app	Open API	MCP server	Built on Salesforce
Advyzon710 RIAs	✓	✓	✓	✓	✕	✓	✕	✓	✓	✕	✕	✓			✕
SS&C Black Diamond584 RIAs	✓		✓			✓									✓
HubSpot448 RIAs	✓	✓			✓		✓			✓		✓		✓
Slant28 RIAs	✓	✓	✓	✓	✓	✕	✕	✓	✓	✓	◐	✕	✓		✕
Salesforce25 RIAs	✓	✓	✓										✓	✓
Wealthbox21 RIAs · ★ 3.0 (1)	✓	✓	✓	✓					✓			✓	✓
LeadCenter.AI17 RIAs	✓	✓	✓		✓			✓		✓		✓
FinDash7 RIAs	✓	✓	✓	✓	✓	✓	✓	✓	✓	✓	◐	✕	✓	✓	✕
Redtail7 RIAs · ★ 2.0 (1)	✓		✓		✓				✓		✓	✓	✓
iPaladin2 RIAs			✓				✓					✓
FinTurk1 RIA	✓	✓	✓	✓	✕	✕	✕	◐	✓	✕	✓	◐	✓	✓	✕
Practifi1 RIA	✓	✓	✓										✓	✓	✓
Quivr1 RIA			✓					✓	✓						✓
Altitude	✓	✓	✓	✓				✓	✓	✓	✓				✕
Omega	✓	✓	✓	✓	✓	✓			✓
NexJ Systems	✓		✓					✓	✓					✓
Tandem (Advisor360)	✓					✓		✓				✓	✓
Avantos	✓					✓		✓	✓
Maximizer			✓		✓				✓			✓
Microsoft Dynamics 365	✓		✓		✓									✓
AdvisorEngine						✓		✓	✓
Advisors Assistant (FMG)				✓					✓			✓
Less Annoying CRM			✓	✓									✓
Shellblack								✓	✓						✓
Equisoft							✓							✓
StradPro			✓			✓
SmartOffice (Ebix)★ 1.0 (1)			✓
Toolkit by Pareto												✓

Work at one of these companies? Add it to your page and ask to manage it, then fill in your row under Features. Answers from companies are marked as theirs.