Stop paying for bloated enterprise CRM software. Wealth Advisor CRM is purpose-built for independent financial advisors who need powerful client management without the complexity.
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Enterprise CRMs like Salesforce charge thousands per year and require consultants to set up. Independent advisors need a CRM that works out of the box.
HubSpot and Zoho don't understand assets under management, risk profiles, or compliance workflows that independent financial advisors deal with daily.
Independent advisors need to track trades, commissions, and policy delivery — features that generic CRMs simply don't offer.
Many independent financial advisors still rely on Excel. Client data gets siloed, follow-ups get missed, and growth stalls.
Purpose-built CRM features designed for how independent advisors actually work.
Full client profiles with AUM, risk tolerance, financial summaries, and household linking — built for independent financial advisors.
Kanban-style deal pipeline with value tracking so you never lose sight of your independent practice's growth.
Daily briefings, client summaries, and AI-generated reports that give solo advisors the back-office power of a large firm.
Track every trade, commission, and policy from submission to funding — all linked to client records.
Migrating from Wealthbox, Redtail, or CSV? One-click import with duplicate detection. Switch in minutes.
Fully responsive design at $47/month — no per-feature upsells. The CRM independent financial advisors can actually afford.
500+
Advisors onboarded
$2.4B
AUM tracked
50,000+
Client profiles managed
4.9
Average rating
Wealth Advisor CRM is purpose-built for independent financial advisors. It includes AUM tracking, client financial profiles, trade blotters, pipeline management, and AI-powered insights — all at an affordable price without enterprise bloat.
Wealth Advisor CRM costs $47/month with no per-feature upsells or hidden fees. This includes all features — client management, trade tracking, AI reports, and more. There's also a free 7-day trial with no credit card required.
Yes. Wealth Advisor CRM supports one-click imports from Wealthbox, Redtail, and CSV files with automatic duplicate detection. Most advisors complete their migration in under 10 minutes.
No. Wealth Advisor CRM is designed to work out of the box for independent advisors. There's no setup consultant required — just sign up, import your clients, and start managing your practice.
Yes. Wealth Advisor CRM is fully responsive and works on any device — phone, tablet, or desktop. You can manage clients, check your pipeline, and review tasks from anywhere.
Try Wealth Advisor CRM free for 7 days. No credit card, no commitment, no enterprise bloat.