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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | Unverified | None found | Visit | |
| No public pricing found on the vendor pages we checked (demo/quote). ↗ milemarker.co | 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 | 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.
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.
Advisor CRM with a built-in AI Assistant, agents/playbooks and an AI Notetaker add-on.
Organic-growth platform that ranks prospects using client insights, with a Salesforce app and a 'Catchlight Connect' lead product.
AI-native CRM for RIAs with an AI meeting notetaker, automation builder and dashboards.
All-in-one advisor platform (CRM, planning, portfolio accounting, trading, compliance) with Denali AI.
An 'agentic AI operating system' for wealth firms: captures client intelligence and runs workflows using 50+ specialized agents. Built for enterprise firms.
Enterprise CRM for financial services with Agentforce AI agents.
CRM for RIAs with a built-in AI assistant, 'Practifi Intelligence'.
Wealth-management data platform that unifies custodian, CRM and planning data so a firm can run AI, reporting and automation on it.
All-in-one platform (portfolio management, reporting, billing, CRM, document vault, rebalancing, client portal) with Advyzon AI for meeting prep, follow-ups and reporting.
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