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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.

    7-day free trialEvery feature includedCancel 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

    WealthboxRedtailGoogle WorkspaceGmailGoogle CalendarMailchimpStripe

    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 Your CRM

    Import data from Wealthbox, Redtail, CSV exports, and other CRM platforms.

    Google Calendar & Gmail

    Connect Google to manage calendars and email alongside client records.

    Pipeline & Deal Tracking

    Track opportunities by stage with 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.

    Support & Data Protection

    Priority support with encrypted data and row-level access controls.

    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 tracking and paid dates
    • Submission and funding status
    • 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.

    Stage-based opportunities, value tracking, and stage-change alerts. Know exactly where every deal stands — without another spreadsheet.

    • Stage-based opportunity tracking
    • Pipeline values and due dates
    • Alerts when opportunities change stage

    Pricing

    Simple. Transparent. Yours to try.

    One plan with every feature included. Additional team members are $5/month each. 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
    • Google Calendar and Gmail integration
    • 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

    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 use CRM software to organize their practice and support growth.

    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 support a more efficient practice.

    Read article

    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. All features are included — no per-tier restrictions.

    Can I import data from another CRM?

    Yes. Wealth Advisor CRM supports imports from Wealthbox, Redtail, and CSV files with built-in duplicate detection. The import steps depend on the source data and export format.

    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 responsive and works on phones, tablets, and desktop browsers.

    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?

    Wealth Advisor CRM encrypts data in transit and at rest and uses row-level security to limit access to each firm's data.

    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.

    Protected cloud hostingEncrypted in transit and at restFirm-level access controls

    Give your practice the CRM it deserves.

    7 days free. Cancel anytime.