Client Management Application (CMA)
5.8#17 in debt management softwareFrom $5,000 a monthWeb
VisitClient Management Application (CMA) vs FinEase Advocate Portal
FinEase Advocate Portal
7.2#4 in debt management softwareFrom $59 a monthFree planWebAPI
VisitWhat both publish
| Fact | Client Management Application (CMA) | FinEase Advocate Portal |
|---|---|---|
| Headquarters | Delray Beach, Florida, United States | Brisbane, Queensland, Australia |
| Hosting | The applications are delivered as cloud solutions, with hosting, backup, replication, snapshots, retention, and recovery defined for each deployment. | Customer data is hosted in Sydney, Australia, with Australian data residency stated. |
| Integrations | Listed integrations include Mastercard RPPS, Equifax, TransUnion, Spinwheel, Asterisk/FreePBX, Twilio, eFax, Google Workspace Gmail, USPS, OpenAI, and Retell; availability varies by configuration and provider account. | Published integrations are FinEase lender connectivity and API-based connections; no SDK is identified. |
| Purpose | CMA is designed for financial counseling, debt management, debt settlement, student loan, and other configurable client service programs. | FinEase Advocate Portal helps financial counsellors and consumer advocates manage clients’ hardship cases across lenders in one shared workspace. |
| Reporting | CMA provides dashboards and configurable reports, and can connect reporting replicas to Microsoft Power BI or Fabric through a configured MySQL connection. | The portal reports case outcomes, response times and lender performance. |
Client Management Application (CMA) plans
- Client Management Application Debt Management Hosting$5,000 a month
FinEase Advocate Portal plans
- InvitedFree
- Solo$59 a month
- PracticePriced on request
Pick Client Management Application (CMA) if…
CMA suits organizations operating financial counseling, debt, student loan, or configurable client service programs. It is intended for teams needing connected records, portals, reporting, integrations, and cloud delivery.
Pick FinEase Advocate Portal if…
You want what its maker publishes above — check its page for the details.