Market Builders CRM for Institutional Asset Management for Salesforce AppExchange
Market Builders CRM for Institutional Asset Management is the #353 ranked sales app on Salesforce, with a 4.9 average rating from 16 reviews, as a paid app, as of Sep 11, 2026.
Market Builders CRM for Institutional Asset Management is a Salesforce AppExchange app by Market Builders Inc.. With a rating of 4.9★ from 16 reviews, it currently ranks #353 in the Sales category.
AppRanks data: Market Builders CRM for Institutional Asset Management ranks #353 in Sales on Salesforce AppExchange, placing it in the top 20% of that category.
AppRanks verdict
Generated from live marketplace data — refreshed daily
Market Builders CRM for Institutional Asset Management is a category-leading Salesforce app with a limited review volume. It is listed in the Sales category on Salesforce AppExchange, which AppRanks treats as the canonical taxonomy node for ranking and competitor comparison. 16 reviews put it in the early-traction tier — useful for early-stage stores willing to be on the leading edge. Early-traction review counts are sensitive to single launch periods or feature events, so a 30-day re-check before bigger commitments often resolves whether the trend is sustained. Paid-only pricing means evaluating fit on the marketplace listing or via the developer's documentation before installing. AppRanks tracks rating, review count, pricing tier, and category position daily — the figures on this page reflect the most recent scrape from the canonical Salesforce AppExchange listing.
Pros
- +High average rating (4.9★) signals consistent merchant satisfaction
- +Published by Market Builders Inc. — established developer track record
Cons
- −Limited review base (16) — ratings can shift significantly with new feedback
- −Paid-only pricing (paid) — evaluation requires committing payment details
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About Market Builders CRM for Institutional Asset Management
How Market Builders CRM for Institutional Asset Management works
- Track and link the consultant and service providers influencing each deal
- Manage RFP’s and RFI’s through the entire response process
- Alerts when reaches a critical stage or closes
- Track competitors and status
- Improved communication on account data & performance to clients and service providers
- Make portfolio data that resides in other systems/databases easily accessible
- Manage client reporting process
- Track, Monitor and Manage consultant relationships
- Conduct searches for best fit consultants
MANAGE PRODUCTS/STRATEGIES AND CONSULTANT RANKINGS - Track Opportunities and Portfolios by strategy - Track and manage Intermediary & Platform Provider relationships by strategy
MANAGE INTERMEDIARIES AND PLATFORM PROVIDERS
- S & P Money Market Directory ( MMD ) – all data elements
- Facilitate risk profiling and KYC requirements
- Automated “workflow” to insure steps followed & policies observed
Key features
- Manage Relationships, Opportunities, Portfolios and Strategies/Products for Institutional Prospects & Clients as well as Financial Consultants. Integrates with FSC.
- Provides the architecture for Intermediary sales through various channels and resources like RIA's and Platform Providers. Product/Strategies can be tracked at all levels: opportunities, portfolios, product ratings by consultants, & platforms approved.
- Ability to store all S&P Money Market Directory Data
Standardized capabilities
Normalized capabilities detected for this app, comparable across the marketplace.
- Asset Management SolutionsTrack and manage assets and portfolios effectively.
- Consultant Relationship ManagementManage relationships and interactions with consultants efficiently.
- Opportunity TrackingMonitor and manage sales opportunities effectively.
Category rankings
As of Sep 11, 2026- Sales#353of 1,766Top 20%
See 90-day rank history for each category
Track daily rank changes, category shifts, and position volatility.
Keyword rankings
Market Builders CRM for Institutional Asset Management ranks for 4 keywords across Salesforce AppExchange. Here are the top 3:
Competitors & alternatives
Market Builders CRM for Institutional Asset Management doesn't have curated competitor matchups yet. Other tracked sales apps on Salesforce:
Frequently asked questions
What is Market Builders CRM for Institutional Asset Management?
Market Builders CRM for Institutional Asset Management is an app for Salesforce. It currently holds a 4.9-star rating from 16 merchant reviews, and it has been listed on the marketplace since 2008. It is listed under the Sales category on AppRanks, where you can see its current category position, review-velocity trend, and how it compares against the top alternatives in the same space. Developed by Market Builders Inc.
Is Market Builders CRM for Institutional Asset Management free?
Market Builders CRM for Institutional Asset Management does not offer a permanent free plan on Salesforce. Pricing starts at 1000, and the listed tiers are Default Plan. Trial availability and exact billing terms are mirrored from the live Salesforce listing and may change between refresh cycles, so always confirm the headline price on the source marketplace before installing.
Who uses Market Builders CRM for Institutional Asset Management?
Market Builders CRM for Institutional Asset Management is actively installed across Salesforce stores tracked by AppRanks. Its review base is still building, which usually maps to early-stage merchants and stores piloting a new workflow. It is part of the Sales category on Salesforce.
Where does Market Builders CRM for Institutional Asset Management rank on Salesforce?
Market Builders CRM for Institutional Asset Management currently sits at position #353 in the Sales category on Salesforce. That places it in the top 20% of 1,766 apps tracked in the same category. Category positions are read from the live marketplace ranking and refresh on each scrape, so the number you see here reflects the most recent crawl rather than a long-running average.