AI Index / CRM for financial advisors / History

CRM for financial advisors — AI Recommendation History

What AI assistants recommended for crm for financial advisors, date by date. Every ranking we publish is frozen the day it publishes, so this is a record of what was said — not a re-computation of what today's data would say about the past.

Record: 26 dated snapshots · Aug 14, 2026 – Sep 8, 2026

Answer archive Methodology Data studies JSON

What changed

Computed by comparing each dated snapshot with the one before it. Share moves smaller than 1pp are treated as noise and left out — the same threshold that suppresses trend arrows on the ranking.

Sep 8, 2026vs Sep 7, 2026

No change above the noise floor.

Sep 7, 2026vs Sep 6, 2026

No change above the noise floor.

Sep 6, 2026vs Sep 5, 2026

No change above the noise floor.

Sep 5, 2026vs Sep 4, 2026

No change above the noise floor.

Sep 4, 2026vs Sep 3, 2026

No change above the noise floor.

Sep 3, 2026vs Sep 2, 2026

No change above the noise floor.

Sep 2, 2026vs Sep 1, 2026

No change above the noise floor.

Sep 1, 2026vs Aug 31, 2026

No change above the noise floor.

Aug 31, 2026vs Aug 30, 2026

No change above the noise floor.

Aug 30, 2026vs Aug 29, 2026

Methodology change: extraction rules 4-7 → 7 between these dates. Differences below may reflect the rule change rather than a change in what AI recommends — see the methodology changelog.

▲Salesforce Financial Services Cloud moved #8 → #6
▼Practifi moved #5 → #7
▼eMoney moved #7 → #9
▲Redtail moved #2 → #1
▼Wealthbox moved #1 → #2
▲AdvisorEngine moved #6 → #5
▲Advyzon moved #9 → #8
▲Redtail +14.2pp (70.8% → 85%)
▲Salesforce Financial Services Cloud +7.1pp (35.4% → 42.5%)
▲Quickbase +5.4pp (27.1% → 32.5%)
▲AdvisorEngine +5pp (37.5% → 42.5%)
▲Redtail CRM +4.6pp (47.9% → 52.5%)
▲Advyzon +4.6pp (35.4% → 40%)
▼Practifi -3.8pp (43.8% → 40%)
▼Orion -3.3pp (45.8% → 42.5%)
▲Wealthbox +1.2pp (81.3% → 82.5%)

Aug 29, 2026vs Aug 28, 2026

▲ INSalesforce Financial Services Cloud entered the top 10 (#14 → #8)
▲ INQuickbase entered the top 10 (#12 → #10)
▼ OUTRedtail left the top 10 (#8 → #21)
▼ OUTZoho left the top 10 (#10 → #13)
▼Redtail moved #8 → #21
▲Salesforce Financial Services Cloud moved #14 → #8
▼Zoho moved #10 → #13
▲eMoney moved #9 → #7
▼Advyzon moved #7 → #9
▲Quickbase moved #12 → #10
▲Redtail moved #3 → #2
▼Redtail CRM moved #2 → #3
▲Orion moved #5 → #4
▼Practifi moved #4 → #5
▼Redtail -25.7pp (36.1% → 10.4%)
▲Redtail +23.6pp (47.2% → 70.8%)
▲Salesforce Financial Services Cloud +11.8pp (23.6% → 35.4%)
▼Zoho -9pp (31.9% → 22.9%)
▼Redtail CRM -7.7pp (55.6% → 47.9%)
▲Orion +6.9pp (38.9% → 45.8%)
▼Advyzon -3.5pp (38.9% → 35.4%)
▲Practifi +2.1pp (41.7% → 43.8%)
▲eMoney +2.1pp (33.3% → 35.4%)
▲Quickbase +2.1pp (25% → 27.1%)
▼Wealthbox -2pp (83.3% → 81.3%)
▼AdvisorEngine -1.4pp (38.9% → 37.5%)

Aug 28, 2026vs Aug 27, 2026

No change above the noise floor.

Aug 27, 2026vs Aug 26, 2026

No change above the noise floor.

Aug 26, 2026vs Aug 25, 2026

No change above the noise floor.

Aug 25, 2026vs Aug 24, 2026

No change above the noise floor.

Aug 24, 2026vs Aug 23, 2026

▲ INeMoney entered the top 10 (#12 → #9)
▼ OUTHubSpot CRM left the top 10 (#10 → #11)
▲Redtail moved #8 → #3
▼Redtail moved #3 → #8
▲Orion moved #9 → #5
▲eMoney moved #12 → #9
▼Zoho moved #7 → #10
▲Practifi moved #6 → #4
▼AdvisorEngine moved #4 → #6
▼Advyzon moved #5 → #7
▼HubSpot CRM moved #10 → #11
▲Redtail +13.4pp (33.8% → 47.2%)
▼Redtail -12.7pp (48.8% → 36.1%)
▲Orion +7.6pp (31.3% → 38.9%)
▲eMoney +7pp (26.3% → 33.3%)
▼Zoho -4.4pp (36.3% → 31.9%)
▲Practifi +4.2pp (37.5% → 41.7%)
▼HubSpot CRM -3.6pp (30% → 26.4%)
▼Redtail CRM -3.2pp (58.8% → 55.6%)
▲Advyzon +1.4pp (37.5% → 38.9%)
▼AdvisorEngine -1.1pp (40% → 38.9%)

Aug 23, 2026vs Aug 22, 2026

Methodology change: extraction rules 4 → 4-7 between these dates. Differences below may reflect the rule change rather than a change in what AI recommends — see the methodology changelog.

▲ INRedtail entered the ranking at #8
▼ OUTeMoney left the top 10 (#10 → #12)
▼Zoho moved #4 → #7
▲Advyzon moved #7 → #5
▼HubSpot CRM moved #8 → #10
▼eMoney moved #10 → #12
▲Redtail CRM moved #3 → #2
▼Redtail moved #2 → #3
▲AdvisorEngine moved #5 → #4
▼Redtail -32.5pp (81.3% → 48.8%)
▲AdvisorEngine +4.6pp (35.4% → 40%)
▲Advyzon +4.2pp (33.3% → 37.5%)
▲Orion +4.2pp (27.1% → 31.3%)
▼Zoho -3.3pp (39.6% → 36.3%)
▲Practifi +2.1pp (35.4% → 37.5%)
▼HubSpot CRM -1.3pp (31.3% → 30%)
▲eMoney +1.3pp (25% → 26.3%)

Aug 22, 2026vs Aug 21, 2026

▼Orion moved #6 → #9
▲AdvisorEngine moved #7 → #5
▼Practifi moved #5 → #6
▲Advyzon moved #8 → #7
▲HubSpot CRM moved #9 → #8
▼Orion -5pp (32.1% → 27.1%)
▲Zoho +3.9pp (35.7% → 39.6%)
▲AdvisorEngine +3.3pp (32.1% → 35.4%)
▲Wealthbox +2.9pp (80.4% → 83.3%)
▲Redtail CRM +2.9pp (55.4% → 58.3%)
▲Advyzon +2.9pp (30.4% → 33.3%)
▲HubSpot CRM +2.7pp (28.6% → 31.3%)
▼eMoney -1.8pp (26.8% → 25%)
▲Practifi +1.5pp (33.9% → 35.4%)

Aug 21, 2026vs Aug 20, 2026

No change above the noise floor.

Aug 20, 2026vs Aug 19, 2026

▲ INeMoney entered the top 10 (#11 → #10)
▼ OUTQuickbase left the top 10 (#10 → #14)
▼Quickbase moved #10 → #14
▼HubSpot CRM moved #6 → #9
▲Practifi moved #7 → #5
▲Orion moved #8 → #6
▼AdvisorEngine moved #5 → #7
▲Advyzon moved #9 → #8
▲eMoney moved #11 → #10
▼Quickbase -10.3pp (26.4% → 16.1%)
▼AdvisorEngine -4pp (36.1% → 32.1%)
▲Practifi +3.3pp (30.6% → 33.9%)
▼Zoho -3.2pp (38.9% → 35.7%)
▲Orion +2.9pp (29.2% → 32.1%)
▲Advyzon +2.6pp (27.8% → 30.4%)
▼HubSpot CRM -2pp (30.6% → 28.6%)
▲eMoney +1.8pp (25% → 26.8%)
▼Wealthbox -1.5pp (81.9% → 80.4%)
▼Redtail -1.5pp (81.9% → 80.4%)
▲Redtail CRM +1.2pp (54.2% → 55.4%)

Aug 19, 2026vs Aug 18, 2026

No change above the noise floor.

Aug 18, 2026vs Aug 17, 2026

No change above the noise floor.

Aug 17, 2026vs Aug 16, 2026

No change above the noise floor.

Aug 16, 2026vs Aug 15, 2026

No change above the noise floor.

Aug 15, 2026vs Aug 14, 2026

No change above the noise floor.

The ranking, date by date

Top 10 on each archived date, exactly as published. Cite a date and it stays true: snapshots are append-only, and a correction appends a new revision rather than overwriting the original.

Sep 8, 202640 sampled answers · window 2026-08-11 – 2026-09-08 · rules v7

#1Redtail85%
#2Wealthbox82.5%
#3Redtail CRM52.5%
#4Orion42.5%
#5AdvisorEngine42.5%
#6Salesforce Financial Services Cloud42.5%
#7Practifi40%
#8Advyzon40%
#9eMoney35%
#10Quickbase32.5%

Sep 7, 202640 sampled answers · window 2026-08-10 – 2026-09-07 · rules v7

#1Redtail85%
#2Wealthbox82.5%
#3Redtail CRM52.5%
#4Orion42.5%
#5AdvisorEngine42.5%
#6Salesforce Financial Services Cloud42.5%
#7Practifi40%
#8Advyzon40%
#9eMoney35%
#10Quickbase32.5%

Sep 6, 202640 sampled answers · window 2026-08-09 – 2026-09-06 · rules v7

#1Redtail85%
#2Wealthbox82.5%
#3Redtail CRM52.5%
#4Orion42.5%
#5AdvisorEngine42.5%
#6Salesforce Financial Services Cloud42.5%
#7Practifi40%
#8Advyzon40%
#9eMoney35%
#10Quickbase32.5%

Sep 5, 202640 sampled answers · window 2026-08-08 – 2026-09-05 · rules v7

#1Redtail85%
#2Wealthbox82.5%
#3Redtail CRM52.5%
#4Orion42.5%
#5AdvisorEngine42.5%
#6Salesforce Financial Services Cloud42.5%
#7Practifi40%
#8Advyzon40%
#9eMoney35%
#10Quickbase32.5%

Sep 4, 202640 sampled answers · window 2026-08-07 – 2026-09-04 · rules v7

#1Redtail85%
#2Wealthbox82.5%
#3Redtail CRM52.5%
#4Orion42.5%
#5AdvisorEngine42.5%
#6Salesforce Financial Services Cloud42.5%
#7Practifi40%
#8Advyzon40%
#9eMoney35%
#10Quickbase32.5%

Sep 3, 202640 sampled answers · window 2026-08-06 – 2026-09-03 · rules v7

#1Redtail85%
#2Wealthbox82.5%
#3Redtail CRM52.5%
#4Orion42.5%
#5AdvisorEngine42.5%
#6Salesforce Financial Services Cloud42.5%
#7Practifi40%
#8Advyzon40%
#9eMoney35%
#10Quickbase32.5%

Sep 2, 202640 sampled answers · window 2026-08-05 – 2026-09-02 · rules v7

#1Redtail85%
#2Wealthbox82.5%
#3Redtail CRM52.5%
#4Orion42.5%
#5AdvisorEngine42.5%
#6Salesforce Financial Services Cloud42.5%
#7Practifi40%
#8Advyzon40%
#9eMoney35%
#10Quickbase32.5%

Sep 1, 202640 sampled answers · window 2026-08-04 – 2026-09-01 · rules v7

#1Redtail85%
#2Wealthbox82.5%
#3Redtail CRM52.5%
#4Orion42.5%
#5AdvisorEngine42.5%
#6Salesforce Financial Services Cloud42.5%
#7Practifi40%
#8Advyzon40%
#9eMoney35%
#10Quickbase32.5%

Aug 31, 202640 sampled answers · window 2026-08-03 – 2026-08-31 · rules v7

#1Redtail85%
#2Wealthbox82.5%
#3Redtail CRM52.5%
#4Orion42.5%
#5AdvisorEngine42.5%
#6Salesforce Financial Services Cloud42.5%
#7Practifi40%
#8Advyzon40%
#9eMoney35%
#10Quickbase32.5%

Aug 30, 202640 sampled answers · window 2026-08-02 – 2026-08-30 · rules v7

#1Redtail85%
#2Wealthbox82.5%
#3Redtail CRM52.5%
#4Orion42.5%
#5AdvisorEngine42.5%
#6Salesforce Financial Services Cloud42.5%
#7Practifi40%
#8Advyzon40%
#9eMoney35%
#10Quickbase32.5%

Aug 29, 202648 sampled answers · window 2026-08-01 – 2026-08-29 · rules v4-7

#1Wealthbox81.3%
#2Redtail70.8%
#3Redtail CRM47.9%
#4Orion45.8%
#5Practifi43.8%
#6AdvisorEngine37.5%
#7eMoney35.4%
#8Salesforce Financial Services Cloud35.4%
#9Advyzon35.4%
#10Quickbase27.1%

Aug 28, 202672 sampled answers · window 2026-07-31 – 2026-08-28 · rules v4-7

#1Wealthbox83.3%
#2Redtail CRM55.6%
#3Redtail47.2%
#4Practifi41.7%
#5Orion38.9%
#6AdvisorEngine38.9%
#7Advyzon38.9%
#8Redtail36.1%
#9eMoney33.3%
#10Zoho31.9%

Aug 27, 202672 sampled answers · window 2026-07-30 – 2026-08-27 · rules v4-7

#1Wealthbox83.3%
#2Redtail CRM55.6%
#3Redtail47.2%
#4Practifi41.7%
#5Orion38.9%
#6AdvisorEngine38.9%
#7Advyzon38.9%
#8Redtail36.1%
#9eMoney33.3%
#10Zoho31.9%

Aug 26, 202672 sampled answers · window 2026-07-29 – 2026-08-26 · rules v4-7

#1Wealthbox83.3%
#2Redtail CRM55.6%
#3Redtail47.2%
#4Practifi41.7%
#5Orion38.9%
#6AdvisorEngine38.9%
#7Advyzon38.9%
#8Redtail36.1%
#9eMoney33.3%
#10Zoho31.9%

Aug 25, 202672 sampled answers · window 2026-07-28 – 2026-08-25 · rules v4-7

#1Wealthbox83.3%
#2Redtail CRM55.6%
#3Redtail47.2%
#4Practifi41.7%
#5Orion38.9%
#6AdvisorEngine38.9%
#7Advyzon38.9%
#8Redtail36.1%
#9eMoney33.3%
#10Zoho31.9%

Aug 24, 202672 sampled answers · window 2026-07-27 – 2026-08-24 · rules v4-7

#1Wealthbox83.3%
#2Redtail CRM55.6%
#3Redtail47.2%
#4Practifi41.7%
#5Orion38.9%
#6AdvisorEngine38.9%
#7Advyzon38.9%
#8Redtail36.1%
#9eMoney33.3%
#10Zoho31.9%

Aug 23, 202680 sampled answers · window 2026-07-26 – 2026-08-23 · rules v4-7

#1Wealthbox83.8%
#2Redtail CRM58.8%
#3Redtail48.8%
#4AdvisorEngine40%
#5Advyzon37.5%
#6Practifi37.5%
#7Zoho36.3%
#8Redtail33.8%
#9Orion31.3%
#10HubSpot CRM30%

Aug 22, 202648 sampled answers · window 2026-07-25 – 2026-08-22 · rules v4

#1Wealthbox83.3%
#2Redtail81.3%
#3Redtail CRM58.3%
#4Zoho39.6%
#5AdvisorEngine35.4%
#6Practifi35.4%
#7Advyzon33.3%
#8HubSpot CRM31.3%
#9Orion27.1%
#10eMoney25%

Aug 21, 202656 sampled answers · window 2026-07-24 – 2026-08-21 · rules v4

#1Wealthbox80.4%
#2Redtail80.4%
#3Redtail CRM55.4%
#4Zoho35.7%
#5Practifi33.9%
#6Orion32.1%
#7AdvisorEngine32.1%
#8Advyzon30.4%
#9HubSpot CRM28.6%
#10eMoney26.8%

Aug 20, 202656 sampled answers · window 2026-07-23 – 2026-08-20 · rules v4

#1Wealthbox80.4%
#2Redtail80.4%
#3Redtail CRM55.4%
#4Zoho35.7%
#5Practifi33.9%
#6Orion32.1%
#7AdvisorEngine32.1%
#8Advyzon30.4%
#9HubSpot CRM28.6%
#10eMoney26.8%

Aug 19, 202672 sampled answers · window 2026-07-22 – 2026-08-19 · rules v4

#1Wealthbox81.9%
#2Redtail81.9%
#3Redtail CRM54.2%
#4Zoho38.9%
#5AdvisorEngine36.1%
#6HubSpot CRM30.6%
#7Practifi30.6%
#8Orion29.2%
#9Advyzon27.8%
#10Quickbase26.4%

Aug 18, 202672 sampled answers · window 2026-07-21 – 2026-08-18 · rules v4

#1Wealthbox81.9%
#2Redtail81.9%
#3Redtail CRM54.2%
#4Zoho38.9%
#5AdvisorEngine36.1%
#6HubSpot CRM30.6%
#7Practifi30.6%
#8Orion29.2%
#9Advyzon27.8%
#10Quickbase26.4%

Aug 17, 202672 sampled answers · window 2026-07-20 – 2026-08-17 · rules v4

#1Wealthbox81.9%
#2Redtail81.9%
#3Redtail CRM54.2%
#4Zoho38.9%
#5AdvisorEngine36.1%
#6HubSpot CRM30.6%
#7Practifi30.6%
#8Orion29.2%
#9Advyzon27.8%
#10Quickbase26.4%

Aug 16, 202672 sampled answers · window 2026-07-19 – 2026-08-16 · rules v4

#1Wealthbox81.9%
#2Redtail81.9%
#3Redtail CRM54.2%
#4Zoho38.9%
#5AdvisorEngine36.1%
#6HubSpot CRM30.6%
#7Practifi30.6%
#8Orion29.2%
#9Advyzon27.8%
#10Quickbase26.4%

Aug 15, 202672 sampled answers · window 2026-07-18 – 2026-08-15 · rules v4

#1Wealthbox81.9%
#2Redtail81.9%
#3Redtail CRM54.2%
#4Zoho38.9%
#5AdvisorEngine36.1%
#6HubSpot CRM30.6%
#7Practifi30.6%
#8Orion29.2%
#9Advyzon27.8%
#10Quickbase26.4%

Aug 14, 202672 sampled answers · window 2026-07-17 – 2026-08-14 · rules v4

#1Wealthbox81.9%
#2Redtail81.9%
#3Redtail CRM54.2%
#4Zoho38.9%
#5AdvisorEngine36.1%
#6HubSpot CRM30.6%
#7Practifi30.6%
#8Orion29.2%
#9Advyzon27.8%
#10Quickbase26.4%

Read any date directly

Every archived date is machine-readable at /api/index/crm-for-financial-advisors/as-of/<YYYY-MM-DD>, which returns the ranking as it stood, with the extraction version and revision it was published under. Dates before the record begins return no_record rather than a recomputation — we do not reconstruct history on demand and present it as what we said. See what the engines actually said.

[ORBATOR]