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CapitalBase Overview

CapitalBase is a financial CRM software tailored to financial institutions, helping them manage client relationships, track investment portfolios, and enhance customer service. The platform provides features for client data management, communication tracking, and relationship-building, allowing financial professionals to provide personalized services. CapitalBase also integrates financial tools, enabling users to monitor market trends, investment performance, and asset allocations. With its secure data storage, task management, and automated workflows, the software improves team collaboration and client interaction. Additionally, CapitalBase offers advanced reporting and analytics, providing insights into client behavior, portfolio performance, and financial opportunities. Ideal for wealth managers, financial advisors, and investment firms, CapitalBase helps streamline operations and foster stronger client relationships.

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CapitalBase Screenshot & Video

Contact Details

  • Vendor Name CapitalBase.com
  • Founded 2004
  • Location United States

Support

  • 24x7 Support 24x7 Support

Training

  • Live Online Live Online
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English

Industries

Accounting, Banking, Computer Software, Education Management, Financial Services, Insurance, Non-profit Organization Management

CapitalBase Features

  • Arrow Icon Expense Tracking
  • Arrow Icon Forecasting
  • Arrow Icon Template Management
  • Arrow Icon Relationship Tracking
  • Arrow Icon Interaction Tracking
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Activity Tracking
  • Arrow Icon Client Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Sales Reports
  • Arrow Icon Email Management
  • Arrow Icon CRM
  • Arrow Icon Search/Filter
  • Arrow Icon Email Marketing
  • Arrow Icon Task Management
  • Arrow Icon Document Management
  • Arrow Icon Lead Management
  • Arrow Icon Calendar Management
  • Arrow Icon Customer Database
  • Arrow Icon Campaign Management
  • Arrow Icon Marketing Automation
  • Arrow Icon Activity Dashboard
  • Arrow Icon Territory Management
  • Arrow Icon Contact Management
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon For Financial Institutions
  • Arrow Icon Financial Management

CapitalBase Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$55 Per Month

CapitalBase FAQs

CapitalBase is a financial CRM software tailored to financial institutions, helping them manage client relationships, track investment portfolios, and enhance customer service. The platform provides features for client data management, communication tracking, and relationship-building, allowing financial professionals to provide personalized services. CapitalBase also integrates financial tools, enabling users to monitor market trends, investment performance, and asset allocations. With its secure data storage, task management, and automated workflows, the software improves team collaboration and client interaction. Additionally, CapitalBase offers advanced reporting and analytics, providing insights into client behavior, portfolio performance, and financial opportunities. Ideal for wealth managers, financial advisors, and investment firms, CapitalBase helps streamline operations and foster stronger client relationships.

  • No, CapitalBase does not offer a free version.

  • Yes, CapitalBase offers a free trial.

  • No, Credit Card details are not required for the CapitalBase trial.

  • CapitalBase offers the following pricing plans & packages:

    Basic

    $55 Per Month

  • CapitalBase supports the following payment frequencies:

    • Monthly Subscription

  • No, CapitalBase does not offer an API.

  • CapitalBase offers support with the following options:
    • 24x7 Support

  • CapitalBase offers training with the following options:
    • Live Online , Documentation

  • CapitalBase supports the following languages:
    • English

  • Following are the typical users of the CapitalBase:
    • Self-Employed , Small-Business , Midsize-Business

  • CapitalBase supports the following deployment:
    • Cloud Hosted

  • CapitalBase supports the following devices and operating systems:
    • Web-Based