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How can a CRM be so thorough, yet so simple?

This is the most comprehensive and simple to use Financial Advisor CRM in the world.
You won’t be sitting in classes, watching hours of videos, or thumbing through a manual.

Two-Way Sync Calendars

Two-way syncing means you’ll never miss an appointment while out in the field, or a meeting your admin sets with a client over the phone. Changes, updates, cancellations from either side automatically keeps everyone current on details and dates!

Enjoy a simple and functional CRM calendar. Syncing your new Financial Advisor CRM calendar to outlook, iCal, or google calendar has never been easier.


Easy, Powerful, and Compliance Approved

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Responsive, mobile-friendly built right in.

Wealth Advisor CRM includes a very unique responsive design. You will see the layout of your Financial Advisor CRM anytime, anywhere, on any device. No extra cost to use a mobile version; it’s part of the CRM community.


Why you are going to love us

Our unique approach to customer engagement enables us to listen, respond, and implement features in ways not experienced before.

Joel Bruckenstein
First-time users should be able to use the application immediately. Context sensitive drop-down menus, tabs and hotlinks minimize clicks and minimize errors.
Joel Bruckenstein
Financial Planning Magazine
Paulina Nowakowska
Wealth Advisor CRM is so easy and simple to use. I never had to go to any type of class or pay for training. Finally we have a Financial Advisor CRM that actually works!
Rachel L.
Support Staff Admin
Eric Vincent
I don't dig through the file cabinet or Outlook; one click on a client's profile. Everything I need is right here. I now exceed my monthly production goals. So glad to finally have a financial advisor crm that my admin loves as much as I do.
Eric V.
LPL Financial Advisor

Get Started With Wealth Advisor CRM Today!

Upgrade, Change or Cancel Anytime.

$59/ month
2 Users
Month to Month
Unlimited Contacts
24/7 Support
$69/ month
4 Users
Month to Month
Unlimited Contacts
24/7 Support
$79/ month
6 Users
Month to Month
Unlimited Contacts
24/7 Support
Limited Time Offer
6 Users
Annual Subscription
Over 40% Savings!
All Plus Plan Features

Need more users? Not a problem. It is only $5 extra for each additional user.

See what makes Wealth Advisor CRM different than other Financial Advisor CRMs.Check out one of our weekly webinars to see it live in action.

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