Question 1

What is Wealth Advisor CRM?

Accepted Answer

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.

Question 2

How much does Financial Advisor CRM software cost?

Accepted Answer

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.

Question 3

Can I import data from another CRM?

Accepted Answer

Yes. Wealth Advisor CRM supports one-click imports from Wealthbox, CSV files, and other CRM platforms with built-in duplicate detection.