CRM Platforms: North America Wealth Management Edition

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19 July 2021

2021 XCelent Awards, Powered By Vendor Match


Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers. Examples include: the application of AI technologies, integration of APIs and subsequent access to and management of data, as well as the continued focus on the customization of the client experience.

The North American wealth management CRM market is fragmented and crowded. This report profiles the leading CRM solutions and provides an overview of their functionality, customer base, lines of business supported, technology, implementation, pricing, and support. Of these solutions, 5 qualified for Celent’s ABCD rankings. The profiles include customer references and a Celent assessment of the solution's strengths and opportunities.