Elements
Powerful ERP software designed for the financial sector streamlines operations for over 1,000 businesses. It integrates essential tools—such as client management, invoicing, and real-time reporting—into a single platform, eliminating double entry and enhancing collaboration. Tailored onboarding and ongoing support ensure a smooth transition and optimal usage for every organization.
Top Elements Alternatives
PM-RECORD CRM
PM-RECORD CRM excels in relationship management, meticulously capturing data about clients, prospects, suppliers, and governmental entities.
ObjectWay
Positioned as a Strong Performer in The Forrester Wave™ for Digital Wealth Management Platforms, Objectway expands its North American presence to enhance wealth management capabilities.
Union digital
This financial CRM software offers a robust digital core designed for smart automation and operational efficiency.
PlanMagic Finance Pro
PlanMagic Finance Pro stands out as a leading software solution for business, financial, marketing, and media planning in 2023 and 2024.
Forex CRM
A leading brokerage technology provider, Forex CRM specializes in innovative custom solutions tailored to the unique needs of forex brokers globally.
NexJ Contact
NexJ Contact offers innovative solutions for managing relationships and interactions effectively.
Financial Cloud CRM
It offers a user-friendly self-service portal, secure 24/7 IVR payments, and personalized communication at scale...
MyPlanMap
By integrating actionable checklists, advisors can enhance visibility and engagement, fostering lasting relationships...
SatuitCRM
With offices across Canada, the United States, and the United Kingdom, it effectively serves clients...
Kronos Finance
With automated renewal alerts and a user-friendly interface, it enhances operational efficiency and improves customer...
audius:Finance
Tailored for asset managers, insurance brokers, and real estate professionals, it enhances client management, contract...
View CRM
By automating manual tasks and facilitating knowledge sharing, it enables personalized marketing and informed decision-making...
B2Core
It streamlines the management of customers, administrators, and introducing broker partners within a single platform...
Top Elements Features
- Comprehensive financial overview
- Real-time reporting capabilities
- Automated data integration
- 360-degree customer view
- Personalized training sessions
- Dedicated customer support
- Efficient collaboration tools
- Seamless transition assistance
- Insightful opportunity analyses
- Customizable software configuration
- Multi-level optimization
- Elimination of double data entry
- Centralized client information management
- User-friendly interface
- Continuous software enhancements
- Time-saving automation features
- Integration with financial tools
- Performance tracking dashboards
- Streamlined billing processes
- Client data migration service
Top Elements Alternatives
- PM-RECORD CRM
- ObjectWay
- Union digital
- PlanMagic Finance Pro
- Forex CRM
- NexJ Contact
- Financial Cloud CRM
- MyPlanMap
- SatuitCRM
- Kronos Finance
- Apex 72
- Jobstream
- audius:Finance
- View CRM
- B2Core
