Home / Jobs / CRM & CRM add-ons
11 tools, compared only on facts from each vendor's own pages. Tools built for advisors come first, then tools with public pricing, then most integrations. Payment never changes the order.
| Tool | Public pricing | Integrations | Security / compliance claims | Visit |
|---|---|---|---|---|
| Essentials $67, Professional $117, Ultimate $184 per user/mo billed annually ($80 / $140 / $220 billed monthly). Admin assistant seat $25/mo. ↗ zocks.io/pricing Verified 2026-11-04 | Redtail, Wealthbox, Salesforce, Orion, Black Diamond, eMoney, RightCapital, Zoom, Microsoft Teams, Google Meet, Outlook, Gmail, HubSpot, Practifi, Holistiplan, Smarsh, Global Relay, Box, Egnyte, SharePoint, Zapier, Microsoft Dynamics, Webex, ChatGPT, Claude ↗ zocks.io/all-integrations | SOC 2 Type II (pricing FAQ); Says client conversations are never recorded; Says no LLMs hold or train on your data ↗ zocks.io/pricing | Visit | |
| Meet: $100/advisor/mo (free trial offered). Onboard: $50/advisor/mo. Grow: $50/advisor/mo. ↗ jump.ai/pricing Verified 2026-11-04 | Redtail, Wealthbox, Salesforce, Orion, Black Diamond, eMoney, RightCapital, Schwab, Zoom, Microsoft Teams, Google Meet, HubSpot, Practifi, Holistiplan, Box, Zapier, Advyzon, Asset-Map, Slack, Webex ↗ jump.ai/integrations | SOC 2 Type II (security page); Says recording is optional, not required; Penetration testing and SSO mentioned on security page ↗ jump.ai/security | Visit | |
| Basic $59, Pro $75, Premier $99 per user/mo. AI Notetaker add-on intro rate $49/user/mo. 14-day free trial. ↗ wealthbox.com/pricing Verified 2026-11-04 | Addepar, Altruist, Orion, Black Diamond, eMoney, MoneyGuide, RightCapital, Schwab, Fidelity, Tamarac, Holistiplan, Nitrogen, Asset-Map, Box, Dropbox, Egnyte, Zapier, Calendly, Slack, Claude ↗ wealthbox.com/integrations | SOC 2 Type II (pricing page); SSO mentioned ↗ wealthbox.com/pricing | Visit | |
| Small Firms $2,500/yr. One-time Lead Portfolio Analysis $10,000 (up to 2,000 prospects and clients). Enterprise tier for $5B+ AUM firms. ↗ catchlight.ai/pricing Verified 2026-11-04 | Redtail, Wealthbox, Salesforce, Practifi ↗ catchlight.ai/integrations | None found | Visit | |
| Pro $90/user/mo billed annually ($99 quarterly), includes $10 AI credits. Max $135/user/mo billed annually ($149 quarterly), unlimited AI. ↗ finturk.com/pricing Verified 2026-11-04 | Orion, Gmail, Outlook, Google Calendar ↗ finturk.com | SOC 2 Type II compliant ↗ finturk.com | Visit | |
| Orion Compliance (employee & firm oversight): $8,500/yr for up to 10 users, plus $200/user/yr. Core portfolio and reporting pricing isn't published. ↗ orion.com/advisor-tech/compliance/plans Verified 2026-11-04 | Salesforce, Redtail ↗ orion.com | Says it holds ISO/IEC 42001 certification for AI (homepage); Says 'Orion maintains SOC 2 compliance' ↗ orion.com | Visit | |
| No public pricing found on the vendor pages we checked (demo/quote). ↗ zeplyn.ai Verified 2026-10-26 | Unverified | SOC 2 Type II; Zero data retention; PII redaction; SSO/MFA mentioned on security page; Off-the-record mode ↗ zeplyn.ai/security | Visit | |
| No public pricing found on the vendor pages we checked (demo/quote). ↗ salesforce.com/financial-services/artificial-intelligence Verified 2026-10-26 | Unverified | SOC 2 Type II, ISO 27001, zero data retention and AES-256 mentioned on Agentforce FS page ↗ salesforce.com/financial-services/artificial-intelligence | Visit | |
| No public pricing found on the vendor pages we checked (demo/quote). ↗ practifi.com Verified 2026-10-26 | Unverified | None found | Visit | |
| No public pricing found on the vendor pages we checked (demo/quote). ↗ milemarker.co Verified 2026-10-26 | Unverified | SOC 2 Type II; SSO; GDPR mentioned ↗ milemarker.co | Visit | |
| No public pricing found on the vendor pages we checked (demo/quote). ↗ advyzon.com/advyzon-ai Verified 2026-10-26 | Unverified | None found | Visit |
AI assistant for advisors: meeting prep, notes without storing recordings, follow-ups, document data extraction synced to CRM and eMoney, and an MCP connector for Claude/ChatGPT.
Verified 2026-11-04
AI assistant for advisors that turns meetings, emails and documents into notes, workflows and audit-ready records; separate Onboard (account opening, document intake) and Grow (meeting analytics) products.
Verified 2026-11-04
Advisor CRM with a built-in AI Assistant, agents/playbooks and an AI Notetaker add-on.
Verified 2026-11-04
Organic-growth platform that ranks prospects using client insights, with a Salesforce app and a 'Catchlight Connect' lead product.
Verified 2026-11-04
AI-native CRM for RIAs with an AI meeting notetaker, automation builder and dashboards.
Verified 2026-11-04
All-in-one advisor platform (CRM, planning, portfolio accounting, trading, compliance) with Denali AI.
Verified 2026-11-04
An 'agentic AI operating system' for wealth firms: captures client intelligence and runs workflows using 50+ specialized agents. Built for enterprise firms.
Verified 2026-10-26
Enterprise CRM for financial services with Agentforce AI agents.
Verified 2026-10-26
CRM for RIAs with a built-in AI assistant, 'Practifi Intelligence'.
Verified 2026-10-26
Wealth-management data platform that unifies custodian, CRM and planning data so a firm can run AI, reporting and automation on it.
Verified 2026-10-26
All-in-one platform (portfolio management, reporting, billing, CRM, document vault, rebalancing, client portal) with Advyzon AI for meeting prep, follow-ups and reporting.
Verified 2026-10-26
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