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.
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The problem
Most CRM software wasn't designed for RIAs. Assets under management and client investment details require manual workarounds.
RIA firms need activity logs and secure client data handling. Generic CRMs leave their recordkeeping workflows 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 and investment accounts per client, and view total AUM by risk profile.
Review changes recorded in the CRM with the user and timestamp for each entry. Keep any separate books-and-records archive your regulators require.
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.
We're biased, but Wealth Advisor CRM is built for RIAs: AUM tracking, client financial profiles, an activity log, pipeline management, and AI-powered reporting in one plan.
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.
Yes. The activity log records changes to CRM records with who made each change and when. It is not a books-and-records or communications archiving system, so keep using the archiving your regulators require.
Yes. Wealth Advisor CRM tracks assets under management and investment accounts per client, and its dashboard shows total AUM by risk profile.
Wealth Advisor CRM is $47/month, or $468/year ($39/month billed annually), with all features included. Each additional user is $5/month. RIA firms get a 7-day free trial and are not charged until it ends.
Try Wealth Advisor CRM free for 7 days. Built for registered investment advisors.
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