audius:Finance
audius:Finance seamlessly integrates the robust features of Microsoft Dynamics 365 with the unique needs of financial service providers. Tailored for asset managers, insurance brokers, and real estate professionals, it enhances client management, contract processing, and activity coordination. The solution offers customizable add-ons, ensuring adaptability to specific business models and regulatory demands.
Top audius:Finance Alternatives
Apex 72
Apex 72 empowers businesses to monitor and enhance their sales activities through tailored features designed for optimal client interaction.
B2Core
B2Core is an advanced financial CRM software designed specifically for brokers and exchanges.
SatuitCRM
Acquired by Tier1 Financial Solutions in 2021, this Financial CRM Software excels in delivering tailored solutions for Buy-Side asset management, hedge funds, wealth management, private equity, and real estate markets.
Bricknode Broker
Bricknode Broker empowers users to create tailored digital financial institutions using its robust core platform.
Financial Cloud CRM
A unified Financial Cloud CRM enhances customer relationships by streamlining operations for businesses of all sizes.
BrokerIQ
Designed for finance professionals, this CRM tool streamlines client acquisition, conversion, and retention.
Forex CRM
With a dedicated team of experts, they empower clients by enhancing customer interactions, streamlining operations...
BlueMind
With features like built-in checklists, email integration, and client portals, it enhances efficiency and keeps...
Union digital
It integrates vital modules such as client records, deal management, and payments, facilitating seamless management...
Panda CRM
It enhances team productivity, offers seamless integrations with essential systems, and provides real-time data updates...
Elements
It integrates essential tools—such as client management, invoicing, and real-time reporting—into a single platform, eliminating...
AdviceOS
With a commitment to supporting user growth, it offers valuable resources, training, and a dedicated...
ObjectWay
The platform combines human expertise with advanced technology, empowering firms to optimize investment strategies, improve...
MCA Track
With powerful tools used by industry leaders and integration with GoACH for smooth payment processing...
PlanMagic Finance Pro
It adheres to GAAP standards, supports any currency, and integrates a Smart Entry System™ to...
Top audius:Finance Features
- Industry-specific CRM integration
- Customizable business processes
- Mobile workflow support
- Integrated activity management
- Family and connection mapping
- Role-based access control
- Comprehensive contract management
- Automated fee accounting
- Real-time performance reporting
- Investment product management
- Seamless data import from banks
- Centralized customer service interface
- Support for real estate management
- Tailored add-on modules
- Compliance with legal requirements
- Efficient marketing targeting
- Dynamic dashboard analytics
- Commission accounting features
- Multi-channel real estate management
- Real-time project tracking
