50+ Built-In Features

    Every Feature a Financial Advisor Actually Needs

    From AI-powered insights to trade tracking to net worth calculations — Wealth Advisor CRM packs everything into one platform at one price.

    Client Management

    Unlimited client & prospect records
    Complete contact profiles with multiple phones, emails, and addresses
    Client status tracking (Active, Prospect, Inactive)
    Custom risk profiles and account types
    Spouse linking and household views
    SSN and government ID storage with encryption
    Lead source and referral tracking
    Soft-delete with recovery
    Avatar uploads and custom photos
    Social profile linking

    Financial Profiles & Net Worth

    AUM tracking per client and portfolio-wide
    Income and expense tracking (monthly & annual)
    Real estate holdings with property details
    Vehicle inventory with year/make/model
    Insurance policies (life, health, disability, P&C)
    Debt tracking (mortgages, loans, credit cards)
    Estate planning documents and beneficiaries
    Business interests and ownership details
    Investment accounts with custodian tracking
    Auto-calculated net worth dashboard

    AI-Powered Productivity

    AI daily briefings with practice overview
    Automated meeting prep documents
    AI meeting summaries and action items
    Smart client search with natural language
    AI-generated client insights
    Intelligent report generation
    AI support assistant for help desk
    Smart duplicate detection on import

    Pipeline & Opportunities

    Visual Kanban board with drag-and-drop
    Stage-based pipeline (Lead → Closed/Won)
    Opportunity value and priority tracking
    Due date management with reminders
    Category tagging (Insurance, Investments, etc.)
    Notes and activity log per opportunity
    Pipeline value and stage analytics
    Reminder system with custom schedules

    Trade Blotter & Fixed Business

    Full trade lifecycle tracking
    Commission tracking and paid dates
    Policy delivery and funding status
    Surrender date management
    Document tracking (emailed, received)
    Overnight shipping tracking numbers
    Monthly and YTD production totals
    Trade analytics with charts and trends
    Custom company and product lists
    Fixed business (insurance) tracking

    Calendar & Meetings

    Full calendar with day/week/month views
    Google Calendar two-way sync
    Outlook Calendar sync (coming soon)
    Meeting notes (prep, during, follow-up)
    Client-linked meeting records
    AI meeting prep and summaries
    Meeting location tracking
    Schedule directly from client profile

    Tasks & Workflow

    Task creation with priorities and due dates
    Task assignment across team members
    Client-linked tasks
    Calendar view for task planning
    Task comments and @mentions
    Status tracking (To Do, In Progress, Done)
    Mention notifications with badge counts
    Overdue task alerts

    Documents & Forms

    Client document uploads with categorization
    Document expiration tracking and alerts
    AI document scanning and text extraction
    Form library management
    Form assignment to clients with due dates
    Proof-of-completion uploads
    Status tracking (Pending, In Progress, Complete)
    Batch form assignments

    Email & Communication

    Gmail integration with client-linked emails
    Email sync and thread display
    Mailchimp audience sync
    Notification center with real-time alerts
    Email notification preferences
    Customizable email templates
    Onboarding email sequences
    Client activity timeline

    Team & Administration

    Team creation and management
    Role-based access (Admin, Member)
    Team member invitation system
    Cross-team data visibility controls
    Per-seat billing ($5/additional seat)
    Admin dashboard with usage analytics
    Impersonation for support troubleshooting
    Activity log with full audit trail

    Reporting & Analytics

    AI-generated custom reports
    AUM summary and trends
    Pipeline analytics and conversion rates
    Trade analytics with production tracking
    Client PDF exports
    Financial profile PDF exports
    Saved report library
    Dashboard widgets with real-time data

    Customization & Settings

    Drag-and-drop dashboard widget layout
    Custom field options for dropdowns
    Custom document categories
    Custom investment field options
    Mobile navigation customization
    Dark mode / light mode / system theme
    Saved table views with filters
    Custom trade company and product lists

    500+

    Advisors onboarded

    $2.4B

    AUM tracked

    50+

    Built-in features

    4.9

    Average rating

    Frequently Asked Questions

    How many features are included in Wealth Advisor CRM?

    Wealth Advisor CRM includes 50+ features across client management, financial profiling, AI productivity, trade tracking, pipeline management, and team collaboration — all included in the $47/month per-seat price with no feature tiers.

    Does Wealth Advisor CRM have AI features?

    Yes. Wealth Advisor CRM includes AI daily briefings, automated meeting prep, AI meeting summaries, smart search, client insights, and AI-generated reports — giving every advisor enterprise-level analytical capabilities.

    Can Wealth Advisor CRM track trades and commissions?

    Yes. The built-in trade blotter tracks the full trade lifecycle — from submission through funding, commission payment, policy delivery, and surrender dates — with monthly and YTD production analytics.

    Does Wealth Advisor CRM work on mobile?

    Yes. Every feature works on mobile with a fully responsive design. You can also customize your mobile navigation to prioritize the features you use most.

    What integrations does Wealth Advisor CRM support?

    Wealth Advisor CRM integrates with Google Calendar, Gmail, Mailchimp, and supports CSV imports from Wealthbox, Redtail, and other CRMs. Visit our integrations page for the full list.

    SOC 2 Compliant
    256-bit Encryption
    99.9% Uptime SLA

    50+ features. One price. No upsells.

    Start your free trial and see why advisors are switching to Wealth Advisor CRM.