Wealth Advisor CRM is the CRM software registered investment advisors trust to manage clients, track AUM, and scale their practice — without the complexity of enterprise platforms.
No credit card requiredSetup in 2 minutesCancel anytime
The problem
Most CRM software wasn't designed for RIAs. Assets under management, portfolio holdings, and fee calculations require manual workarounds.
RIA firms need audit trails, activity logs, and secure client data handling. Generic CRMs leave compliance to you.
RIA CRM software should track net worth, income, insurance, estate planning, and risk profiles — not just name and email.
As your RIA firm grows, you need role-based access, task assignment across advisors, and team-wide pipeline visibility.
What you get
Every feature designed for how registered investment advisors actually run their firms.
AUM, risk profile, financial summaries, household linking, and full contact history — the RIA CRM software standard.
Track assets under management per client, monitor portfolio holdings, and measure your firm's total AUM growth over time.
Every action logged automatically. RIA compliance made simple with complete activity history for regulatory reviews.
Stage-based opportunity pipeline with value tracking. Know exactly where your RIA firm's revenue is coming from.
Assign forms to clients, track completion with proof uploads, and manage your RIA firm's entire document workflow.
Generate client reports, daily briefings, and practice analytics with AI — giving your RIA the edge of a larger firm.
500+
Advisors onboarded
$2.4B
AUM tracked
50,000+
Client profiles managed
4.9
Average rating
Wealth Advisor CRM is purpose-built RIA CRM software that includes AUM tracking, portfolio management, compliance audit trails, client financial profiles, and AI-powered reporting — everything a registered investment advisor needs.
Yes. Wealth Advisor CRM includes team management with role-based access, task assignment across advisors, and team-wide pipeline visibility so your RIA firm can scale efficiently.
Every action in Wealth Advisor CRM is automatically logged in a complete activity trail. This gives RIA firms a built-in audit history for regulatory reviews and compliance documentation.
Yes. Wealth Advisor CRM tracks assets under management per client, monitors portfolio holdings and allocations, and provides a firm-wide AUM dashboard to measure growth over time.
Wealth Advisor CRM is $47/month with all features included — no per-seat pricing or hidden fees. RIA firms get a 7-day free trial with no credit card required.
Try Wealth Advisor CRM free for 7 days. Built for registered investment advisors.
7 days free · No credit card · Cancel anytime