You wear every hat — advisor, operations, marketing, and compliance. Wealth Advisor CRM gives solo financial advisors an AI-powered back office that manages clients, tracks trades, and grows your practice without the complexity or cost of enterprise CRM software.
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The problem
Salesforce costs $225+/month and requires months of setup. As a solo advisor, you need a CRM that works in 10 minutes, not 10 weeks.
HubSpot and Zoho don't track AUM, risk profiles, or trade commissions. You end up with workarounds and spreadsheets for everything that matters.
Solo advisors spend 40% of their time on non-revenue activities. Without automation and AI, you're leaving money on the table every week.
Redtail's dated interface and limited mobile support cost you hours. Modern clients expect modern service — your CRM should keep up.
What you get
Purpose-built features designed for how solo advisors actually work — no enterprise complexity.
Daily briefings, automated meeting prep, client summaries, and AI reports — the virtual analyst that gives solo advisors enterprise-level intelligence.
AUM tracking, risk tolerance, financial summaries, net worth, insurance, and estate planning — everything about your client on one screen.
Built-in trade blotter tracks submissions, funding, commissions, and policy delivery. No more separate spreadsheets.
Track opportunities by stage with values, priorities, and due dates, plus alerts when a deal changes stage.
Import directly from Wealthbox, or upload a CSV export from Redtail or another CRM. Duplicates are flagged before anything is saved.
Modern, mobile-friendly design with every feature included. No per-tier restrictions, no upsells. The CRM solo advisors can actually afford.
Wealth Advisor CRM is purpose-built for solo financial advisors. It includes AI-powered daily briefings, client financial profiles, trade tracking, pipeline management, and document management — all at $47/month with no feature restrictions.
Solo advisors should expect to pay $35–$99/month for a quality CRM. Avoid enterprise tools like Salesforce ($225+/mo) that require consultants. Wealth Advisor CRM costs $47/month with every feature included and a free 7-day trial.
Yes. Modern CRMs like Wealth Advisor CRM are designed to work out of the box with no setup consultants or IT team needed. Sign up, import your clients, and start managing your practice in minutes.
Yes. Wealth Advisor CRM includes AI-powered daily briefings, automated meeting prep, client summaries, and smart search — giving solo advisors the analytical power of a large firm's back office.
Yes. Import directly from Wealthbox, or export a CSV from Redtail and upload it. The importer matches columns to fields and flags duplicates before anything is saved.
Try Wealth Advisor CRM free for 7 days. No charge until your trial ends, no commitment, no enterprise complexity.
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