Wealth Advisor CRM helps financial advisors manage clients, automate workflows, and grow their practice. Purpose-built for RIAs and independent advisors — with AI-powered insights, trade tracking, and financial profiles.
No credit card required Setup in 2 minutes Cancel anytime
247
+12 this month
$1.2M
8 open deals
14
3 due today
500+
Advisors onboarded
$2.4B
AUM tracked
50,000+
Client profiles managed
99.9%
Uptime
AI assistant, CRM imports, email sync, trade tracking, and more — the wealth advisor CRM purpose-built for your practice.
Get instant client summaries, daily briefings, and AI-generated reports — your virtual back-office analyst that never sleeps.
Migrate seamlessly from Wealthbox, CSV, or any other CRM. One-click import with duplicate detection — switch in minutes, not weeks.
Two-way calendar and email sync with Google and Outlook. Every meeting, every email — automatically linked to client records.
Track opportunities from discovery to close with stage-based Kanban views, value tracking, and automated stage-change alerts.
Full trade lifecycle tracking — submissions, funding, commissions, policy delivery, and surrender dates all in one view.
Assign forms to clients, track completion status with proof uploads, and manage your entire document workflow digitally.
Complete financial picture: accounts, income, real estate, insurance, estate planning, vehicles, and auto-calculated net worth.
Fully responsive design with customizable navigation, drag-and-drop dashboard widgets, and dark mode — works beautifully on any device.
Invite your team, assign tasks across advisors, manage roles and permissions — all under one subscription with per-seat pricing.
Priority support with an AI-powered help desk, bank-grade encryption, and row-level security — your client data is always protected.
Join hundreds of wealth advisors who manage their entire practice from one CRM.
Start free. Upgrade when you're ready. No surprises.
+$5/mo per additional user
Questions? support@wealthadvisorcrm.com
"Wealth Advisor CRM replaced three separate tools for me. My client meetings are more productive and nothing falls through the cracks anymore."
Sarah Mitchell
CFP®, Mitchell Wealth
"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."
David Chen
RIA, 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."
Rachel Torres
Financial Advisor
Expert tips on choosing the right wealth advisor CRM, growing your practice, and managing clients more effectively.
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.
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.
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.
Comparing Wealth Advisor CRM and Wealthbox side by side? See how they stack up on features, pricing, integrations, and client management for financial advisors.
Thinking about switching from Redtail? Discover how Wealth Advisor CRM compares on pipeline tracking, AUM reporting, trade blotters, and modern advisor workflows.
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.
CRM tips, practice growth strategies, and product updates. No spam.
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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.
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.
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.
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.
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.
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.
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.
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.
Try Wealth Advisor CRM free for 7 days. The financial advisor CRM — no credit card, no commitment.