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Flashchange Pricing

Free Trial

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Pricing Options

Freemium ( Limited Features )

Pricing Insights for Financial Services CRM Software

  • The Average Cost of a basic Financial Services CRM Software plan is $59 per month.

  • 21% of Financial Services CRM Software offer a Free Trial Allows users to try out the software for a limited period before making a purchase decision. , while 9% offer a Freemium Model Allows users to access basic features at no cost..

Flashchange FAQs

Does Flashchange offer a free plan?

No, Flashchange does not offer a free plan.

Learn more about Flashchange pricing.

Compare Flashchange Pricing Against Competitors

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Flashchange Features

Financial Services CRM Features

  • Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    60%

Client Relationship Management

Compliance & Regulatory Tracking

Integration with Financial Systems

Sales Pipeline & Opportunity Management

Contact & Account Management

Reporting & Analytics

Workflow Automation

Automatically execute mundane and repetitive processes or workflow so that employees can focus on productive work

Document Management

Ability to store and manage various information and documents in electronic format.

Cryptocurrency Exchanges Features

KYC/AML Compliance

Security & Encryption

Fee Management & Reporting

API & Algorithmic Trading Support

Trading Charts & Technical Analysis

Liquidity Management

Wallet Management

Order Types

Order Matching Engine

Multi-Currency Trading (Crypto Pairs)

Personal Finance Features

Transaction History

Allows to verify or check all your historical transactions anytime

Investment Monitoring

Monitors the performance of savings and investments

Loan Management

Keeps track all your debts, loans, interests and incorporate in your budget

Property Management

Track & manage documents, expenses, income, loans, etc related to all rental properties.

Tax Reports

Helps to calculate the tax payable on different Income types and prepares a tax report

Spending Limit

Allows to set a spending limit to control overspending and ensures it is in-line to budget

Spend Tracker

Tracks expense and spend patterns to make your finances manageable

Financial Dashboard

All in one dashboard that presents the financial performance.

Expense Groups

Allows to categorize or group the transactions with common attributes

Budgeting

Prepares a plan to spend your money by balancing income and expenses.

Bills Management

Facility to add manage purchase bills and get reminded if bills are due

Payment Gateway

Facilitates payments for bills, membership, donation, etc.

Reports

Comes with reporting capabilities and features custom pre-built reports

Alerts

Provides reminders or notifications when a deadline is approaching, an upcoming event or a pending task

Multi-Currency

Enables payment and collection in multiple currencies.

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