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Gainns
The Financial CRM and Client Portal
Elevate your financial management with Gainns, the ultimate Financial CRM and Client Portal solution. Say goodbye to scattered client data and manual processes as Gainns streamlines your client management in a centralized platform. From onboarding to reporting, Gainns offers a comprehensive suite of tools to boost... Read more about Gainns
Gainns Pricing
Free Trial available
Starts from $59.00per month when Billed Yearly
Dealcloud
Cloud-based financial services software
Introducing Dealcloud, the premier cloud-based financial services software for dealmakers and principal investing professionals. With a cutting-edge platform that prioritizes data power, Dealcloud is redefining the standards in the industry. Designed to cater specifically to the unique requirements of various sectors... Read more about Dealcloud
Dealcloud Pricing
Free Trial not available
Dealcloud offers custom pricing plan
AdviAlly
The Innovative CRM Solution
Introducing AdviAlly, the cutting-edge CRM solution that is revolutionizing the way individuals manage their financial plans. With the tagline "The Innovative CRM Solution," AdviAlly offers a comprehensive platform that combines CRM and Personal Finance Management tools to empower users in achieving their financial... Read more about AdviAlly
AdviAlly Pricing
Free Trial not available
Starts from $49.00per user / month when Billed Yearly
Kanda
Offer Finance Win Better Work
Introducing Kanda, your ultimate solution for transforming the way tradespeople offer and handle pay monthly options. With Kanda, the entire process becomes seamless and efficient, enabling you to streamline your workflow and enhance customer experience simultaneously. Empower your business with Kanda's innovative... Read more about Kanda
Kanda Pricing
Free Trial not available
Kanda offers custom pricing plan
Striga
Crypto native Banking as a Service
Introducing Striga, the cutting-edge Crypto native Banking as a Service solution, designed to revolutionize financial services infrastructure for businesses operating in the crypto, banking, and issuing sectors. Formerly known as Lastbit, Striga offers a seamless platform for companies looking to launch innovative... Read more about Striga
Striga Pricing
Free Trial not available
InsureCRM is an innovative Insurance CRM Software designed to elevate the efficiency of your business operations. With a focus on digital transformation, this cutting-edge platform empowers carriers, insurers, agencies, brokers, and agents with advanced tools and capabilities to drive sales and enhance customer... Read more about InsureCRM
InsureCRM Pricing
Free Trial not available
InsureCRM offers custom pricing plan