Managing financial assets and building strong client relationships are essential for success in the asset management industry.
You may face inefficiencies, disorganized data, and missed growth opportunities without the proper tools. An effective asset management CRM can transform how you track assets, handle clients, boost customer loyalty, and stay on top of regulatory requirements.
So, how do you find a suitable asset management CRM solution?
This guide will explore the top 10 Asset Management software solutions to help you manage assets efficiently. 🚀
10 Best Asset Management CRM Software
- What Should You Look for in an Asset Management CRM Software?
- The 10 Best Asset Management CRM Software to Use
- 1. ClickUp (🏆 Best for finance project management and customer relationships)
- 2. Salesforce (🏆 Best for managing client relationships efficiently)
- 3. Microsoft Dynamics (🏆Best for streamlining supply chain operations)
- 4. Altvia (🏆 Best for managing private equity deals)
- 5. DealCloud (🏆 Best for managing deal pipelines in financial services)
- 6. HubSpot (🏆 Best for enhancing client engagement)
- 7. Pipedrive (🏆 Best for simplifying deal management and automating workflow)
- 8. Backstop Solutions (🏆 Best for managing investor relations and portfolio)
- 9. Satuit (🏆 Best for building investor relationships)
- 10. Redtail CRM (🏆 Best for tracking client data and managing client relationships)
Summarize this article for me please Summarize this article for me please⏰ 60-Second Summary
✅ ClickUp: Best for finance project management and customer relationships
✅ Salesforce: Best for managing client relationships efficiently
✅ Microsoft Dynamics: Best for streamlining supply chain operations
✅ Altvia: Best for managing private equity deals
✅ DealCloud: Best for managing deal pipelines in financial services
✅ HubSpot: Best for enhancing client engagement
✅ Pipedrive: Best for simplifying deal management and automating workflows
✅ Backstop Solutions: Best for managing investor relations and portfolio
✅ Satuit: Best for building investor relationships
✅ Redtail CRM: Best for tracking client data and managing client relationships
Summarize this article for me pleaseWhat Should You Look for in an Asset Management CRM Software?
When searching for the best asset management solution, prioritize features that enhance productivity, optimize processes, and strengthen client relationships. Here are some critical features to consider in CRM software:
- Centralized dashboard: Provide asset managers with an overview of asset data, client relationships, and portfolio performance for seamless management
- Client data management: Enable asset management firms to organize and update client information, ensuring efficient reporting and investor relationship management
- Asset tracking tools: Facilitate remote asset management by monitoring physical and financial assets in real time, ensuring better portfolio management
- Multiple views: Offer flexible options like list, calendar, or Kanban views to help asset managers visualize tasks, manage activities, and track portfolio performance effectively
- Customizable fields: Allow asset management companies to tailor CRM systems to specific business needs, making it a specialized solution for the industry
- Documentation management: Enable asset management companies to store, organize, and retrieve critical documents, such as contracts, software licenses, and client reports, within the CRM system
- Regulatory compliance: Assist firms in adhering to new regulations and renewal dates while ensuring accurate reporting for institutional investors and hedge funds
- Email management: Streamline communication in one place to track interactions, manage follow-ups, and enhance client relationships across the industry
➡️ Read More: Discover the top 15 must-try software asset management tools to optimize your software assets, reduce costs, and boost operational efficiency.
Summarize this article for me pleaseThe 10 Best Asset Management CRM Software to Use
Here are the top 10 asset management software to help you refine your operations and drive growth in the competitive asset management industry:
1. ClickUp (🏆 Best for finance project management and customer relationships)
ClickUp is the everything app for work that combines project management, knowledge management, and chat—all powered by AI that helps you work faster and smarter.
With ClickUp, you can optimize your finance project tasks, track expenses, and manage financial workflows. It also lets you set clear goals, track progress effortlessly, and collaborate with your team in real time.
The ClickUp CRM tool enables you to manage all your customer relationships seamlessly. It allows you to track leads, deals, contacts, and sales stages within one platform. With its many features, like custom statuses, custom fields, and multiple views, you can tailor the CRM system to fit your asset management workflow perfectly.
For example, you can create custom fields like Follow-up Date or Deal Size to better organize your leads and prioritize tasks. The tool lets you visualize all your sales stages in ClickUp Kanban view and drag and drop deals as they progress.
What makes using the CRM solution even better is the ClickUp Automations functionality. It helps you set reminders for follow-ups or get notified when a deal changes status, so nothing gets overlooked.
Moreover, ClickUp offers thousands of customizable templates for every business need.
Whether setting up follow-up tasks, monitoring sales stages, or using automation to send notifications when a task is due, the ClickUp CRM Template simplifies everything.
The ClickUp Asset Management Template also helps track and manage assets like equipment, software, or inventory. It lets you monitor asset conditions, track repairs, and record purchase details efficiently without any hassle.
➡️ Read More: 12 Free CRM Templates: Excel, Google Sheets, & ClickUp
📍ClickUp best features
- Visualize and organize customer progress through various account stages, from onboarding to retention, all in a single interface with ClickUp Kanban
- Use widgets to monitor key metrics like customer lifetime value, average deal sizes, and retention rates in real time using ClickUp Dashboards
- Draft proposals, standard operating procedures (SOPs), and wikis collaboratively with ClickUp Docs
- Automate repetitive tasks like assigning tasks, updating statuses, or sending follow-up emails with ClickUp Automations
- Monitor task duration, ensuring accurate billing and cost analysis for finance-related projects with ClickUp Time Tracking
🔍 ClickUp limitations
- The ClickUp mobile app may not have all the features of the desktop version
- The platform can be complicated for new, non-tech-savvy users
💰 ClickUp pricing
- Free forever
- Unlimited: $7/month per user
- Business: $12/month per user
- Enterprise: Contact for pricing
- ClickUp Brain: Add to any paid plan for $7/month per member
⭐ ClickUp ratings and reviews
- G2: 4.7/5 (9,000+ reviews)
- Capterra: 4.6/5 (4,000+ reviews)
2. Salesforce (🏆 Best for managing client relationships efficiently)
Salesforce is a powerful cloud-based CRM that helps asset managers, financial advisors, and investment firms organize client data, track financial assets, and enhance investor relationship management.
Salesforce’s features simplify complex processes like client onboarding and compliance tracking, like automated workflows, real-time analytics, and customizable dashboards.
📌 Example: Advisors can use it to generate personalized reports for institutional investors, ensuring better decision-making and customer loyalty.
📍Salesforce best features
- Track goals, investments, and family ecosystems for better financial planning
- Boost efficiency with automated client onboarding and document management
- Use predictive analytics to anticipate client needs
🔍Salesforce limitations
- It is best suited for enterprises, not small-scale operations, because of the high costs
- Users have reported workflow glitches when working on large datasets
💰Salesforce pricing
- Sales: $300/month per user
- Service: $300/month per user
- Sales and Service: $325/month per user
- Einstein 1 for Sales and Service: $700/month per user
⭐Salesforce ratings and reviews
- G2: 4.2/5 (20+ reviews)
- Capterra: N/A (not enough ratings)
💡 Pro Tip: Optimize your CRM process with these five essential steps to craft your strategy effectively!
- Use data and marketing efforts to spot potential customers
- Seal the deal with clear, timely proposals and follow-ups
- Determine which leads align with your target audience and priorities
- Ensure satisfaction by addressing queries and encouraging loyalty
- Build relationships through personalized communication and offers
3. Microsoft Dynamics (🏆Best for streamlining supply chain operations)
The Microsoft Dynamics 365 Supply Chain Management lets you effectively manage assets, operations, and customer relationships.
Users across industries—from manufacturing to retail—utilize its capabilities. Its intuitive dashboards allow users to monitor costs and performance easily, reducing operational risks.
Features like asset location mapping, lifecycle tracking, and real-time reporting allow businesses to reduce downtime and manage maintenance to improve operational efficiency.
📍Microsoft Dynamics best features
- Automate asset tracking and lifecycle management to enhance operational transparency
- Predict equipment maintenance needs using AI for cost savings
- Gain actionable insights with pre-built performance metrics like downtime tracking
🔍 Microsoft Dynamics limitations
- It offers high upfront costs, which may deter smaller businesses
- Users have reported occasional performance lags during high-volume usage
💰 Microsoft Dynamics pricing
- Dynamics 365 Supply Chain Management: $210/month per user
- Dynamics 365 Supply Chain Management Premium: $300/month per user
- Dynamics 365 Intelligent Order Management: $300/month
⭐ Microsoft Dynamics ratings and reviews
- G2: 3.7/5 (100+ reviews)
- Capterra: N/A (not enough ratings)
🔍 Did You Know? Pareto Principal says that around 80% of a company’s revenue often comes from the top 20% of their most loyal customers. Let’s prioritize those VIPs and watch your business soar! 🚀
4. Altvia (🏆 Best for managing private equity deals)
If you’re looking for a CRM designed for alternative asset management, Altvia is an excellent choice. It’s tailored to private equity, venture capital, and other alternative investments.
Altiva optimizes investor relations, deal management, and communication processes, making operations more efficient.
It also offers investor portals, data rooms, and compliance tools that enable you to seamlessly manage investor reports, securely share documents, and track compliance activities.
📍Altvia best features
- Use detailed checklists and metrics to evaluate deals and monitor fund progress efficiently
- Manage communications and provide stakeholders with easy access to reports and updates
- Customize dashboards to track portfolio performance and team productivity in real time
🔍Altvia limitations
- The tool has no free version or trial to test before purchase
- It primarily serves private equity, limiting use for general asset management tasks
💰Altvia pricing
- Custom pricing
⭐Altvia ratings and reviews
- G2: N/A (not enough ratings)
- Capterra: N/A (not enough ratings)
➡️ Read More: Want to enhance customer relationships and workflows, and drive efficiency? Discover the 10 best CRM software examples and their use cases to increase productivity, tailored for various industries and business sizes!
5. DealCloud (🏆 Best for managing deal pipelines in financial services)
DealCloud is a leading asset management CRM tailored for investment banking, private equity, real estate, and other professional services. You can use it to manage pipelines, track relationships, and improve deal execution.
Deal Cloud enables firms to centralize data, optimize workflows, and enhance collaboration. It also offers features like customized dashboards, reporting tools, and AI-driven insights.
These capabilities simplify portfolio monitoring, compliance management, and opportunity-tracking tasks.
📍DealCloud best features
- Customize dashboards to view deal pipelines, KPIs, and team activity in one place
- Track relationships by linking contacts and accounts, ensuring no missed connections in deal pursuits
- Generate detailed reports with built-in analytics for performance tracking and investor updates
🔍 DealCloud limitations
- Users have noted that its email marketing feature is not intuitive and user-friendly
- Its reporting and exporting functions are slow and have bugs
💰DealCloud pricing
- Custom pricing
⭐ DealCloud ratings and reviews
- G2: N/A (not enough ratings)
- Capterra: 4.5/5 (20 reviews)
6. HubSpot (🏆 Best for enhancing client engagement)
For businesses seeking to improve client engagement and enhance data organization, HubSpot offers a comprehensive CRM platform.
Its centralized dashboard lets asset managers track client interactions—emails, calls, and meetings—in one unified place.
HubSpot also includes analytics and reporting tools that offer intuitive insights into customer behavior and portfolio performance. The data helps you make informed decisions, identify trends, and optimize strategies for better outcomes.
📍HubSpot best features
- Store and organize up to one million contacts with detailed information
- Create and schedule emails and workflows to nurture leads without manual effort
- Receive real-time notifications when contacts open emails or click links, enabling timely follow-ups
🔍 HubSpot limitations
- Free plans have restrictions on the number of emails to be sent monthly
- It becomes super expensive with annual contracts and no early termination
💰 HubSpot pricing
- Free
- Starter Customer Platform: $20/month (for one seat)
- Professional Customer Platform: $1,300/month (for five seats)
- Enterprise Customer Platform: $4,300/month (for seven seats)
⭐ HubSpot ratings and reviews
- G2: 4.4/5 (12000 reviews)
- Capterra: 4.5/5 (4000 reviews)
💡 Pro Tip: Enhance your content organization and boost team efficiency by learning how to create a digital asset management workflow. Understand the key steps for seamlessly managing, accessing, and sharing digital assets!
7. Pipedrive (🏆 Best for simplifying deal management and automating workflow)
Pipedrive is an easy-to-use CRM platform that helps you organize your sales process with visual pipelines. It lets you manage deals, track tasks, and automate workflows, giving a real-time overview of where each client or deal stands in the sales journey.
Pipedrive offers features like lead and contact management, reporting dashboards, email tracking, and a mobile app, which enhances productivity.
It also integrates seamlessly with your email, enabling you to track communications and ensure no client interaction is missed.
📍Pipedrive best features
- Use workflow templates to manage deal progression and send reminders automatically
- Track leads efficiently with a centralized inbox that pools leads until they’re ready for qualification
- Sync with Gmail or Outlook to track email opens and clicks
🔍 Pipedrive limitations
- Lacks advanced analytics for data-driven decisions
- Document management is only available on higher plans
💰 Pipedrive pricing
- Essential: $14/month per seat
- Advanced: $29/month per seat
- Professional: $59/month per seat
- Power: $69/month per seat
- Enterprise: $99/month per seat
⭐ Pipedrive ratings and reviews
- G2: 4.3/5 (2000 reviews)
- Capterra: 4.5/5 (3000 reviews)
➡️ Read More: 10 Digital Brand Asset Management Software
8. Backstop Solutions (🏆 Best for managing investor relations and portfolio)
Backstop Solutions optimizes how investors, hedge funds, and private equity firms manage operations. This asset management software simplifies workflows, boosts due diligence, and promotes collaboration.
You can use its features like centralized data storage, reporting tools, and performance analytics for investor relations, portfolio management, and compliance tracking.
For example, it lets you automate client updates and access real-time portfolio insights to improve communication and efficiency.
📍 Backstop Solutions best features
- Manage investor relations with centralized contact and activity tracking to improve client communications
- Automate workflows for faster and error-free operational processes across departments
- Monitor portfolio performance using real-time analytics for better investment decisions
🔍Backstop Solutions limitations
- It doesn’t offer a free trial or free version to test before buying the subscription plans
- Users have noted that the tool lags while working on large datasets
💰Backstop Solutions pricing
- Custom pricing
⭐ Backstop Solutions ratings and reviews
- G2: 4.7/5 (40 reviews)
- Capterra: N/A (not enough ratings)
💡 Pro Tip: Wondering how effective IT asset management helps your business? You can reduce costs, improve productivity, and enhance security by efficiently tracking and managing your IT assets. Therefore:
- Avoid unnecessary purchases by optimizing the use of existing IT resources
- Identify and mitigate risks by ensuring all assets are updated and compliant
- Optimize operations by knowing what tools and systems are available and functioning⚙
9. Satuit (🏆 Best for building investor relationships)
Satuit is a tailored asset management software for wealth managers, private equity firms, and asset managers. It excels in relationship management, client communication, and regulatory compliance.
Satuit makes tracking emails and managing client engagements quite easy. It also helps you improve business growth and boost client satisfaction.
Its seamless integrations with tools like DocuSign and portfolio systems enhance workflow accuracy and operational efficiency.
📍Satuit best features
- Track client relationships through custom dashboards for real-time insights
- Monitor compliance tasks with audit trails and reporting features
- Automate communication tracking across emails, calls, and meetings
🔍Satuit limitations
- Users have reported that the tool’s pricing plans are not very transparent
- The tool’s user interface is not very intuitive
💰Satuit pricing
- Satuit Essentials: $150/month
- Satuit Premium: Starting at $200/month
- Satuit Enterprise: Starting at $300/month
⭐Satuit ratings and reviews
- G2: N/A (not enough ratings)
- Capterra: N/A (not enough ratings)
10. Redtail CRM (🏆 Best for tracking client data and managing client relationships)
Redtail CRM is an asset management software tailored for financial professionals, particularly advisors and planners, to improve client relationship management.
It offers an intuitive interface that enhances workflows, tracks client data, and automates key tasks like bulk email marketing and report generation.
You can easily organize your client records and leads using Redtail and even automate certain tasks, such as assigning specific actions to clients or team members. This saves you time and boosts productivity.
📍Redtail CRM best features
- Track client data seamlessly with comprehensive profiles, ensuring easy access to key information
- Automate workflows efficiently to manage repetitive tasks and track progress
- Integrate with financial tools like Morningstar and Riskalyze for enhanced functionality
🔍 Redtail CRM limitations
- Some users say that the tool’s UI is outdated
- It offers limited integrations compared to other popular CRM solutions
💰 Redtail CRM pricing
- Launch $45/month per user
- Growth: $65/month per user
- Enterprise: Custom pricing
⭐ Redtail CRM ratings and reviews
- G2: 4.3/5 (130 reviews)
- Capterra: 4.1/5 (80 reviews)
🔍 Did You Know? Personalized marketing emails can increase click-through rates by 14% and conversions by 10%. A CRM can help you segment your audience and tailor your messages. 🎯
Summarize this article for me pleaseCreate Your Mark in the Asset Management Industry with ClickUp!
Effective asset management is crucial as it ensures optimal utilization of resources, reduces costs, and minimizes risks.
For instance, a portfolio manager can use asset management CRM platforms listed above to track client investments, analyze market trends, and generate customized reports.
But if you’re looking for an advanced and feature-rich tool to manage your finance project, store client data, and improve client relationships, consider ClickUp.
It helps you track assets, manage maintenance schedules, generate reports, and collaborate with team members—all within one platform.
So why wait? Sign up on ClickUp today and revolutionize your asset management process!
Everything you need to stay organized and get work done.
