FinStak

Overview

FinStak is a Zoho-based CRM built for financial advisory practices. It best suits firms that want lead management, marketing, and project tracking together; its paid tiers also carry per-user charges and setup fees.

Its funnel and multiple deal pipelines give practices room to organize sales processes, while workflows can automate notifications, task creation, and field updates. Financial planning, compliance workflows, and a document vault are also among its capabilities. For a broader comparison, see our Financial Advisor Software list.

Key features

Sales, marketing, and collection

FinStak combines lead tracking with multiple pipelines and deal stages, making it a fit for practices managing distinct sales processes. Built-in email marketing includes templates, drip campaigns, one-off messages, and delivery and read tracking. Embedded web forms collect leads, while survey responses are attached to CRM contact records. That connection can help keep prospect and campaign activity alongside client records.

Automation, security, and integrations

Workflows can send email notifications, create tasks, and update fields, useful for routine follow-up without suggesting a broader automation system. FinStak lists audit logs, two-factor authentication, regular backups, and role and profile permissions. Two free data backups per month are included, with users able to choose the frequency and day of the week. Calendar and task syncing with Microsoft365 or Google helps connect scheduling to the CRM.

Projects and mobile

FinStak Projects provides Gantt charts, tasks, issues, and milestones, so teams can track work beyond the sales funnel. The mobile application is available for iOS and Android, alongside the web platform. The 14-day trial requires no credit card, and a roughly 30-minute live web-conference demo includes Q&A. Support includes a Contact Help Desk; the Help Center is forthcoming.

Pricing

FinStak has a free plan and a 14-day free trial. Its paid plans are billed per user per month annually, with month-to-month rates and one-time setup fees that raise the cost of moving beyond the free option.

• Basic: $60 a month per user when billed annually, or $70 per user per month month-to-month, plus a $500 setup fee. It is CRM Only, so it suits practices primarily seeking the core CRM rather than the added Forms, Survey, Projects, or Analytics capabilities.
• Pro: $80 a month per user annually, or $90 month-to-month, plus a $1,000 setup fee. It includes Basic, FinStak Forms, FinStak Survey, and FinStak Projects, making it the tier for firms that need embedded collection and project tracking.
• Premier: $100 a month per user annually, or $125 month-to-month, plus a $2,000 setup fee. It includes Pro and FinStak Analytics, so firms wanting that addition should weigh it against the higher recurring and setup costs.

The per-user structure means costs rise with seats, and the annual rates are lower than the corresponding monthly terms. Basic gives up the named Pro and Premier additions; the free plan’s limits are not established here, so practices should confirm it meets their needs before relying on it.

Platforms

FinStak is available on web, iOS, and Android. Its mobile apps extend access beyond a browser for advisors working across devices.

Who it's for

FinStak targets independent and solo advisors, planners, ensemble practices, registered investment advisory firms, enterprise firms, broker-dealers, and wealth management firms. The tier choices make it relevant to both CRM-focused practices and teams that want forms, surveys, projects, or analytics, though setup fees may be a drawback for firms keeping initial costs low.

Pros and cons

• Pros: Lead funnels and multiple deal pipelines support different sales processes within one CRM.
• Pros: Email marketing, forms, and surveys connect outreach and collected responses to CRM records.
• Pros: Pro adds project tracking with Gantt charts, tasks, issues, and milestones.
• Cons: Paid plans add setup fees of $500 to $2,000, increasing the upfront commitment.
• Cons: Month-to-month pricing is higher than annual billing, and per-user pricing scales with team size.
• Cons: Basic is CRM Only, while Forms, Survey, Projects, and Analytics require higher tiers.

Alternatives

Choose Fiducio if a free, web-based option is the priority. Xplan may suit firms that want a package and modules selected around their business requirements; pricing is custom pricing, and it supports Android, iOS, web, and API access.

AdvisorEngine CRM is worth considering for teams with at least three users: its plan is $69 a year, billed per user per month annually, with all features, priority support, and unlimited document storage. Choose Fin365 if a web-based paid product with a free trial better fits your shortlist.

MoneyGuide is an alternative for advisors seeking a paid product with a free trial across iOS, macOS, web, and Windows; its MyBlocks Individual plan is $125 a month, billed as an annual subscription paid monthly, per advisor. Advyzon, Orion Portfolio Accounting, and Plutosoft are other paid options; Orion has Android, iOS, web, and API access, while Advyzon and Plutosoft support web.

Verdict

FinStak is a strong fit for advisory practices that want CRM lead management connected to marketing, forms, and project tracking, with mobile access and a free trial to assess fit. Its main reason to choose is that breadth around a financial-advisory CRM; its per-user charges and substantial setup fees are reasons to look elsewhere if low upfront cost or a narrower CRM is the priority.