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description: Page 5 - See our list of the best rated Financial CRM Software. GetApp provides software solutions for NZ business users with information on software reviews, prices and features.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Page 5 - Financial CRM Software - Prices & Reviews | GetApp NZ 2026
---

Breadcrumb: [Home](/) > [Financial CRM Software](https://www.getapp.co.nz/directory/1265/financial-crm/software) > [Page 5](https://www.getapp.co.nz/directory/1265/financial-crm/software?page=5)

# Financial CRM Software

Canonical: https://www.getapp.co.nz/directory/1265/financial-crm/software

Page: 5 / 5\
Prev: [Previous page](https://www.getapp.co.nz/directory/1265/financial-crm/software?page=4)

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## Products

1. [Vestio](https://www.getapp.co.nz/software/2056040/vestio) — 5.0/5 (1 reviews) — Integrated wealth management and financial control system
2. [Peso](https://www.getapp.co.nz/software/2071633/peso) — 5.0/5 (1 reviews) — Accounts Receivable Automation Software
3. [Silvasoft](https://www.getapp.co.nz/software/130443/silvasoft) (0 reviews) — Online booking and invoicing solution
4. [Pepper](https://www.getapp.co.nz/software/2048914/pepper) (0 reviews) — Investment data management platform
5. [ProTracker Advantage](https://www.getapp.co.nz/software/2049213/protracker-advantage) (0 reviews) — On-premise client relationship \& practice management tool
6. [Practifi](https://www.getapp.co.nz/software/2053227/practifi) (0 reviews) — The single, unified workplace for your advisory firm.
7. [BSI Customer Suite](https://www.getapp.co.nz/software/2053939/bsi-customer-suite) (0 reviews) — Omnichannel customer experience software.
8. [Hoopiz Credit Management](https://www.getapp.co.nz/software/2063010/hoopiz-credit-management) (0 reviews) — Financial services platform
9. [Apex 72](https://www.getapp.co.nz/software/2064333/apex-72) (0 reviews) — Manage Activity, Build Results.
10. [IR.Manager](https://www.getapp.co.nz/software/2064385/ir-manager) (0 reviews) — Investor relationship management software
11. [AdviAlly](https://www.getapp.co.nz/software/2066127/advially) (0 reviews) — Take your financial planning to new heights with AdviAlly.
12. [Antelope Systems](https://www.getapp.co.nz/software/2073228/antelope-systems) (0 reviews) — Customer relationship management (CRM) solution for brokers
13. [Veritouch](https://www.getapp.co.nz/software/2078241/veritouch) (0 reviews) — CRM software for improving client engagement
14. [SolvCRM](https://www.getapp.co.nz/software/2075130/solvcrm) (0 reviews) — A CRM Software Solution for a Profitable Sales Pipeline
15. [Altitude](https://www.getapp.co.nz/software/2082961/altitude) (0 reviews) — AI-native CRM built for financial advisors
16. [NMI Merchant Relationship Management](https://www.getapp.co.nz/software/2077860/merchant-relationship-management) (0 reviews) — Merchant management CRM tool designed for payments industry
17. [Financial Cloud CRM](https://www.getapp.co.nz/software/2072037/financial-cloud) (0 reviews) — Cloud-based CRM software for financial services
18. [ISOhub](https://www.getapp.co.nz/software/2084791/isohub) (0 reviews) — Merchant management CRM for payment processors

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Page: 5 / 5\
Prev: [Previous page](https://www.getapp.co.nz/directory/1265/financial-crm/software?page=4)

## Related Categories

- [Insurance CRM Software](https://www.getapp.co.nz/directory/3083/insurance-crm/software)
- [Online CRM Software](https://www.getapp.co.nz/directory/232/online-crm/software)
- [Sales Force Automation Software](https://www.getapp.co.nz/directory/338/sales-force-automation/software)
- [Real Estate CRM Software](https://www.getapp.co.nz/directory/767/real-estate-crm/software)
- [Sales Tracking Software](https://www.getapp.co.nz/directory/3059/sales-tracking/software)

## Links

- [View on GetApp](https://www.getapp.co.nz/directory/1265/financial-crm/software)
- [All Categories](https://www.getapp.co.nz/directory)

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