AdvisorCRM combines CRM, portfolio management, ticketing, and back-office processing for financial advisors. Its client-management tools include contacts, tags, segmentation, tasks, deals, and opportunities. AI meeting tools can prepare agendas, transcribe Zoom meetings, update CRM records, and draft follow-up emails. The platform says it can mirror custodian transactions, positions, cash, goals, alerts, and performance metrics. Listed integrations include Google Suite, Microsoft Suite, Nitrogen Wealth, Zoom, DocuSign, Charles Schwab, Calendly, Egnyte, SmartData, and Typeform. AdvisorCRM describes a REST API and Zapier integration, while full API documentation and Zapier guides are noted as coming soon. Its security information states that data is stored in the United States, encrypted at rest with AES-256 or stronger, and transmitted over TLS 1.2 or later. The company states that it is SOC 2 certified and maintains audit trails and role-based access controls. The free Core CRM plan includes unlimited contacts for up to three users and manual-upload-only AI meeting notes. Workflows & AI costs $59.00 USD per month for up to five users.
Who it is for
It is built for financial advisors seeking client, portfolio, and back-office tools in one cloud platform. The free Core CRM plan is sized for up to three users.
What is good
- Client tools include tasks, deals, and opportunities.
- AI meeting tools can transcribe Zoom meetings.
- Portfolio data can include custodian positions and performance metrics.
- The company states SOC 2 certification and audit trails.
What to know first
- Free Core CRM limits included users to three.
- Free-plan AI meeting notes require manual uploads.
- Full API documentation and Zapier guides are coming soon.
- Workflows & AI costs $59.00 USD per month.
Verdict
AdvisorCRM combines client records and portfolio functions with meeting tools and back-office processing. The free plan has user and meeting-note limits, while some API and Zapier materials are still forthcoming.
AdvisorCRM plans and pricing
All plansCompared on financial services CRM software
- Free plan
- Yes
- Compliance workflows
- Yes
- Opportunity management
- Yes
- Audit trail
- Yes
- Deployment
- cloud
- Email and calendar sync
- Yes
