Managing customer information is very important for business to keep their customer base satisfied and to succeed in their business CRM strategies. For the private client services group, it is more than important. They have to take care of their customer’ every special need and keep them updated with every happening, which is impossible without a good CRM tool at the workplace. The best CRM solutions for private client services groups provide you with the convenience and ways to communicate with your customers.
They allow you to keep a separate and confidential record of each conversation, orders, meetings, checkups, complaint resolution, as well as follow-up. A good CRM for private equity and client services groups enables you to focus more on key business goals with higher priority instead of wasting your time on small daily tasks. They save you time, money, and effort and channel them in the right direction.
Top 10 Best CRM Solutions for Private Client Services Groups
There are many CRM solutions that help private client services groups. These CRM systems make it easier to keep all client information safe and neat. They help to keep good records and to remember every meeting and every task. The CRM solutions listed here are some of the best CRM solutions for private client services groups. These CRM systems help teams to stay organized and to give each client special care.
1. DejaOffice CRM
DejaOffice CRM is a very good CRM solution. It is very safe and helps private client services groups to keep everything in their own office. DejaOffice CRM does not send client information to other places. It works with Outlook, Google, and mobile phones very well. It helps to keep calendars, tasks, and client records in one place.
DejaOffice CRM is simple to use and keeps all client information safe inside the company. It helps to keep client records neat. DejaOffice CRM does not use cloud storage, which helps to protect client data. It is a very good choice for private client services groups that want to keep their information safe.
Pros:
- Strong offline data privacy
- Syncs well with Outlook, Google
- Simple and easy to use
- Keeps information safe in the office
Cons:
- Advanced CRM features in the paid version
- The free version lacks full customization
- The interface takes time to learn
- The setup process may be time-consuming
2. Clienteer
Clienteer is made for family offices, private equity firms, and wealth managers. Clienteer is a custom CRM solution for private equity and family offices. It helps to keep track of client relationships and important deals. Clienteer keeps everything in a safe place with good performance.
Clienteer helps teams to manage client meetings, events, and deals in a simple way. It helps to see reports and to understand client needs. Clienteer helps private client services groups to take care of their clients in a very special way.
Pros:
- Built for family offices
- Tracks events and deals
- Secure the Microsoft Azure platform
- Smart relationship tracking tools
Cons:
- Fewer reviews and users
- Setup takes more time
- Can be more expensive
- Smaller support network
3. SatuitCRM
SatuitCRM is made for investment managers, private equity teams, and fund managers. It is a dedicated CRM system for investment management teams. It helps to keep track of investor records, marketing, and deals. SatuitCRM helps teams to manage each step of client care.
SatuitCRM makes it easier to remember every detail about clients. It helps to follow each meeting, each call, and each document. SatuitCRM helps private client services groups to give very good care to every client.
Pros:
- Built for investment managers
- Tracks investor relationships easily
- Handles full client lifecycles
- Strong built-in compliance tools
Cons:
- Only for finance teams
- Hard to learn quickly
- Limited external integrations
- Small user community
4. Pivotal CRM (Aptean CRM)
Pivotal CRM is also called Aptean CRM. It is a powerful on-premise CRM for private client management and banking institutions. It works very well with Microsoft tools like Outlook and SharePoint. It helps to keep all emails, calendars, and client records neat and easy to find.
Pivotal CRM helps private banking teams to give special care to every client. It can be changed to fit each team’s needs. It helps to keep good reports and easy-to-follow client records. Pivotal CRM helps to make work simple and safe for private client services groups.
Pros:
- Fully customizable Microsoft system
- Works well with Outlook, SharePoint
- Includes private banking features
- Built-in analytics and call scripts
Cons:
- Needs .NET developer skills
- It can be complex to use
- High setup time and cost
- Needs an IT team for support
5. Junxure (AdvisorEngine)
Junxure is now a part of AdvisorEngine. It is a complete practice management CRM for boutique wealth firms. It helps to keep track of tasks, meetings, and client care in one system.
Junxure helps to keep all processes neat and well organized. It also helps to follow all the rules that keep client information safe. Junxure is simple to use and helps private client services groups to care for their clients in the best way.
Pros:
- Combines CRM and workflows
- Connects with custodial platforms
- Automatic task reminders are built in
- Simple advisor-focused interface
Cons:
- May feel too strict
- Needs admin staff to run
- Limited customization options
- Feels heavy for small firms
6. Practifi
Practifi is a modern CRM system made for private client services groups. It is an integrated CRM platform for advisory and wealth management businesses. Practifi helps teams keep good client records and see how well the team is working.
Practifi helps teams to see which clients need attention. It helps to plan tasks and track progress. Practifi makes it simple to grow the business while taking very good care of each client.
Pros:
- Built on the Salesforce platform
- Strong client segmentation tools
- Multi-team support is great
- Connects with financial systems
Cons:
- Requires a Salesforce license
- Expensive and slow setup
- Complex for new users
- Needs regular admin support
7. Wealthbox CRM
Wealthbox CRM is a cloud-based CRM designed for wealth management teams. It helps private client services groups to keep good records of tasks, client meetings, and calendars. Wealthbox CRM is simple and easy to use.
Wealthbox CRM helps teams to keep track of every meeting and every note. It helps private client services groups to give personal attention to each client. It is a good choice for teams that want a simple and safe CRM system.
Pros:
- Very simple, clean interface
- Easy to switch from others
- Works well on mobile
- Strong custodian integrations
Cons:
- The mobile app is basic
- Limited dashboard options
- Price increases over time
- Updates can be slow
8. Redtail CRM
Redtail CRM is a cost-effective CRM solution for small financial advisory practices. It helps private client services groups to keep track of client information, tasks, and rules. Redtail CRM works well with other financial tools.
Redtail CRM helps to keep client documents neat and safe. It is simple to use and helps teams to work from the office or while traveling. Redtail CRM is a good choice for growing private client services groups that need a helpful and easy system.
Pros:
- Great advisor-focused features
- Connects well with industry tools
- Full seminar management included
- Very helpful customer support
Cons:
- Feels outdated and slow
- Limited automation features
- Reporting is sometimes clunky
- Support is not available 24/7
9. Tamarac CRM (Envestnet)
Tamarac CRM is a CRM system with portfolio integration for wealth management teams. It helps private client services groups see client investments and follow client services in one place.
Tamarac CRM helps to keep good client records and to write good reports. It helps to keep client financial information neat and safe. Tamarac CRM helps teams to work in a simple and organized way while giving very good care to each client.
Pros:
- Built on Microsoft Dynamics
- Strong reporting and workflows
- Easy to find client records
- Works with Envestnet tools
Cons:
- Feels outdated and clunky
- Updates come very slowly
- The basic interface is not modern
- Setup can be complicated
10. Creatio CRM
Creatio CRM is a customizable CRM platform with process automation for boutique advisory firms. It helps private client services groups to make their work easy and to take very good care of each client. Creatio CRM makes it simple to plan client care steps and to keep good records.
Creatio CRM helps to save time and to keep everything in order. It can be changed to fit each team’s way of working. Creatio CRM is a very good choice for growing private client services groups that need a simple and helpful system.
Pros:
- Low-code automation platform
- Easy module-based system
- Strong email marketing tools
- Grows well with teams
Cons:
- Expensive for full features
- Forms need coding skills
- Weak social media tools
- Can be slow to load
Comparison Table: CRM Solutions for Private Client Services Groups
| CRM Name | Best For | Deployment Type | Customization Level | Pricing Model |
| DejaOffice CRM | Small private client groups | Cloud/On-Premise | High | One-time license |
| Clienteer | Family offices, hedge funds | Cloud-Based | High | Subscription |
| SatuitCRM | Investment management teams | Cloud/On-Premise | Medium | Subscription |
| Pivotal CRM (Aptean) | Private banking institutions | On-Premise | Very High | Custom pricing |
| Junxure (AdvisorEngine) | Boutique advisory firms | Cloud-Based | Low | Subscription |
| Practifi | Wealth management businesses | Cloud-Based | High | Subscription (Salesforce) |
| Wealthbox CRM | Small to mid advisory teams | Cloud-Based | Low | Subscription |
| Redtail CRM | Financial advisory practices | Cloud-Based | Low | Subscription |
| Tamarac CRM | Portfolio-focused wealth teams | Cloud-Based | Medium | Subscription |
| Creatio CRM | Boutique advisory firms | Cloud/On-Premise | Very High | Subscription |
Conclusion
Choosing the best offline secure CRM system is very important for private client services groups. A good CRM system helps teams to give excellent care to their clients. The CRM solutions listed here are some of the best CRM solutions for private client services groups. These CRM systems help to keep client records safe, to remember meetings, and to take care of each client in a personal way.
Every private client services group should look at what they need and choose the CRM system that fits them best. CRM systems that help with good reporting, careful record-keeping, and easy planning can help private client services groups to work better and to make every client feel special.