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. No credit card is required to start.

Can I import data from another CRM?

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

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, answered.

Anything else? Email support@wealthadvisorcrm.com.

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 Infrastructure256-bit SSL Encryption99.9% Uptime SLA

50+ features. One price. No upsells.

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

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