Stop paying for bloated enterprise CRM software. Wealth Advisor CRM is purpose-built for independent financial advisors who need powerful client management without the complexity.
7-day free trialEvery feature includedCancel anytime
The problem
Enterprise CRMs like Salesforce charge thousands per year and require consultants to set up. Independent advisors need a CRM that works out of the box.
HubSpot and Zoho don't understand assets under management, risk profiles, or compliance workflows that independent financial advisors deal with daily.
Independent advisors need to track trades, commissions, and policy delivery — features that generic CRMs simply don't offer.
Many independent financial advisors still rely on Excel. Client data gets siloed, follow-ups get missed, and growth stalls.
What you get
Purpose-built CRM features designed for how independent advisors actually work.
Full client profiles with AUM, risk tolerance, financial summaries, and household linking — built for independent financial advisors.
Stage-based opportunity tracking with values, priorities, and due dates so you can keep your independent practice moving.
Daily briefings, client summaries, and AI-generated reports that give solo advisors the back-office power of a large firm.
Track every trade, commission, and policy from submission to funding — all linked to client records.
Import directly from Wealthbox, or upload a CSV export from Redtail or another CRM. Duplicates are flagged before anything is saved.
Fully responsive design at $47/month — no per-feature upsells. The CRM independent financial advisors can actually afford.
Wealth Advisor CRM is purpose-built for independent financial advisors. It includes AUM tracking, client financial profiles, trade blotters, pipeline management, and AI-powered insights — all at an affordable price without enterprise bloat.
Wealth Advisor CRM costs $47/month, or $468/year ($39/month billed annually), with no per-feature upsells or hidden fees. This includes all features, and each additional user is $5/month. There's also a free 7-day trial, and you are not charged until it ends.
Yes. Import directly from Wealthbox, or upload a CSV export from Redtail or another CRM. Duplicates are flagged before anything is saved.
No. Wealth Advisor CRM is designed to work out of the box for independent advisors. There's no setup consultant required — just sign up, import your clients, and start managing your practice.
Yes. Wealth Advisor CRM is fully responsive and works on any device — phone, tablet, or desktop. You can manage clients, check your pipeline, and review tasks from anywhere.
Try Wealth Advisor CRM free for 7 days. No charge until your trial ends, no commitment, no enterprise bloat.
7 days free · Cancel anytime