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    The Financial Advisor CRM, reimagined

    The CRM that thinks
    with your practice.

    Purpose-built for RIAs and independent advisors — clients, pipeline, trades, and AI, in one place.

    No credit card requiredSetup in 2 minutesCancel anytime

    What does my day look like?

    Thursday: 3 meetings and 2 tasks due.

    9:00 AMPortfolio reviewJames Smith · Office
    11:30 AMNew client onboardingAnna Watson · Zoom
    2:00 PMEstate planningRachel Torres · Conf room
    Submit RMD paperworkUrgent
    Follow up with the Chen familyHigh
    Ask about your day, clients or pipeline

    Built to work with the tools advisors already use

    WealthboxRedtailSalesforceGoogle WorkspaceMicrosoft 365GmailOutlookStripeMailchimpZoomCalendlyDocuSign

    0+

    Advisors onboarded

    $0.0B

    AUM tracked

    0+

    Client profiles managed

    0.0%

    Uptime

    Why advisors switch

    Built for the way you work.

    Nine features. One CRM. Purpose-built for advisors.

    Your AI partner, always on.

    Instant client summaries, daily briefings, pipeline analysis, and report generation — a back-office analyst that never sleeps.

    Which clients haven't I contacted in 30 days?

    You have 7 clients past 30 days. Top three by AUM: Mitchell, Chen, Torres.

    Import from Any CRM

    One-click migration from Wealthbox, CSV, or any other CRM.

    Google & Outlook Sync

    Every meeting and email automatically linked to client records.

    Pipeline & Deal Tracking

    Kanban opportunities with stage-change alerts and value tracking.

    Trade Blotter & Fixed Business

    Submissions, funding, commissions, policy delivery — one view.

    Apps, Forms & Documents

    Assign forms, track completion, manage documents digitally.

    Financial Profiles & Net Worth

    Accounts, real estate, insurance, estate — auto-calculated net worth.

    Team Collaboration & Roles

    Per-seat pricing, role-based permissions, assignable tasks.

    24/7 Support & Security

    Priority AI-powered support. Bank-grade encryption. RLS-protected.

    Trade Blotter

    Every submission, funded trade, and policy — tracked.

    Replace spreadsheets with a live blotter that tracks commissions, funding dates, and policy delivery — linked to the client, visible to the team.

    • Commission + split tracking per rep
    • Carrier-ready submission checklists
    • Policy delivery & surrender date alerts

    Trade Blotter

    12 trades · $847K

    2

    Initiated

    3

    Submitted

    5

    Funded

    2

    Completed

    J. Johnson

    401(k) Rollover

    $245,000Funded

    M. Chen

    Roth IRA

    $95,000Submitted

    R. Torres

    Annuity

    $180,000Initiated

    Pipeline

    8 open · $1.2M
    Discovery
    Proposal
    Negotiation
    Closed

    Torres

    $85K

    Park

    $40K

    Chen

    $225K

    Mitchell

    $410K

    Johnson

    $245K

    Davis

    $110K

    Pipeline

    See every opportunity at a glance.

    Kanban stages, value tracking, automated stage-change alerts. Know exactly where every deal stands — without another spreadsheet.

    • Drag-and-drop stage transitions
    • Weighted pipeline value by stage probability
    • Slack-style alerts on stage changes

    Pricing

    Simple. Transparent. Yours to try.

    One price. Every feature. No per-seat upsells, no hidden tiers. Start with a 7-day free trial — cancel anytime.

    Save 17%
    $47/month

    +$5/mo per additional user

    What's included

    • Unlimited clients & prospects
    • AI-powered insights & assistant
    • Two-way sync with Google & Outlook
    • Import from Wealthbox, CSV & more
    • Opportunity pipeline & deal tracking
    • Trade blotter & fixed business tracker
    • Apps, forms & document management
    • + 4 more features

    Questions? support@wealthadvisorcrm.com

    In their words

    “Wealth Advisor CRM replaced three separate tools for me. My client meetings are more productive and nothing falls through the cracks anymore.”
    SMSarah MitchellCFP®, Mitchell Wealth
    4.9· 500+ advisors
    “The trade blotter alone saved our team hours every week. The fact that it's connected to client profiles and pipeline is a game-changer.”
    DCDavid ChenRIA, Pacific Financial
    “I was up and running in 10 minutes. The dashboard gives me exactly what I need to start each day — tasks, meetings, and pipeline at a glance.”
    RTRachel TorresFinancial Advisor

    Resources

    Insights for growing advisors.

    Practical writing on CRMs, workflows, and client experience.

    CRM Strategy
    6 min read

    Why Every Financial Advisor Needs a Purpose-Built CRM in 2026

    Generic CRMs don't understand AUM, compliance, or financial planning workflows. Learn why a dedicated financial advisor CRM like Wealth Advisor CRM outperforms Salesforce, HubSpot, and spreadsheets for wealth management.

    Read article
    Buyer's Guide
    8 min read

    How to Choose the Best Wealth Advisor CRM: A Complete Buyer's Guide

    Comparing the top CRM platforms for financial advisors? This guide covers the must-have features — pipeline tracking, trade blotters, AUM reporting, and client financial profiles — so you pick the right wealth advisor CRM.

    Read article
    Growth Tips
    5 min read

    5 Ways a Financial Advisor CRM Helps You Close More Deals

    From automated follow-ups to AI-powered client insights, discover how wealth advisors are using CRM software to shorten sales cycles and increase AUM by 30% in their first year.

    Read article
    Comparison
    7 min read

    Wealth Advisor CRM vs Wealthbox: Which Is Right for Your Practice?

    Comparing Wealth Advisor CRM and Wealthbox side by side? See how they stack up on features, pricing, integrations, and client management for financial advisors.

    Read article
    Comparison
    6 min read

    Wealth Advisor CRM vs Redtail: A Detailed Comparison for Advisors

    Thinking about switching from Redtail? Discover how Wealth Advisor CRM compares on pipeline tracking, AUM reporting, trade blotters, and modern advisor workflows.

    Read article
    AI & Innovation
    5 min read

    How AI Is Transforming the Wealth Advisor CRM Experience

    From daily briefings to automated meeting summaries and client risk analysis, learn how AI-powered features in Wealth Advisor CRM are saving advisors 10+ hours per week.

    Read article

    Get advisor insights delivered weekly

    CRM tips, practice growth strategies, and product updates. No spam.

    Frequently asked

    Questions, answered.

    Anything else? Email support@wealthadvisorcrm.com.

    What is Wealth Advisor CRM?

    Wealth Advisor CRM is a purpose-built CRM for financial advisors and wealth managers. It combines client management, AUM tracking, opportunity pipeline, trade blotter, meeting scheduling, and AI-powered insights into one platform.

    How much does financial advisor CRM software cost?

    Wealth Advisor CRM starts at $47/month with a free 7-day trial. Additional team members are $5/month per seat. No credit card is required to start. All features are included — no per-tier restrictions.

    Can I import data from another CRM?

    Yes. Wealth Advisor CRM supports one-click imports from Wealthbox, Redtail, CSV files, and other CRM platforms with built-in duplicate detection. Most advisors complete migration in under 10 minutes.

    Is Wealth Advisor CRM better than Wealthbox or Redtail?

    Wealth Advisor CRM offers features that Wealthbox and Redtail don't — including AI daily briefings, built-in trade blotter, comprehensive financial profiles, and net worth tracking. See our detailed comparisons for side-by-side analysis.

    Does Wealth Advisor CRM work on mobile?

    Yes. Wealth Advisor CRM is fully responsive and works beautifully on any device — phone, tablet, or desktop. Unlike Redtail, which lacks 75% of features on mobile, every Wealth Advisor CRM feature works on every screen size.

    What AI features does Wealth Advisor CRM include?

    Wealth Advisor CRM includes AI-powered daily briefings, automated meeting prep and summaries, client insights, smart search, and AI-generated reports — giving every advisor the analytical power of a large firm's back office.

    Is my client data secure?

    Yes. Wealth Advisor CRM uses 256-bit SSL encryption, row-level security, and SOC 2 compliant infrastructure. Your client data is always protected with bank-grade security.

    Do I need technical skills to set up Wealth Advisor CRM?

    No. Wealth Advisor CRM is designed to work out of the box — no setup consultants, no IT team, no months of configuration. Sign up, import your clients, and start managing your practice immediately.

    SOC 2 Compliant Infrastructure256-bit SSL Encryption99.9% Uptime SLA

    Give your practice the CRM it deserves.

    7 days free. No credit card. Cancel anytime.