Manage high-net-worth client relationships, track portfolios, and grow assets under management with the wealth management CRM that understands your business.
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The problem
Wealth management requires detailed financial profiles — net worth, estate plans, insurance, real estate, and tax brackets. Generic CRMs don't support this.
Wealth managers juggle meetings, trades, compliance, and client reviews across separate tools. A wealth management CRM should unify everything.
From submission to funding to commission payment, wealth managers need full trade blotter capabilities their CRM doesn't offer.
Meeting prep, client insights, and practice analytics require hours of manual work without a purpose-built wealth management CRM.
What you get
Every tool a wealth manager needs to deliver exceptional client service.
Complete financial pictures including accounts, real estate, insurance, estate planning, vehicles, and auto-calculated net worth.
Monitor total AUM and investment accounts per client, with a dashboard breakdown by risk profile.
AI-powered meeting preparation, client summaries, and daily briefings — the wealth management CRM that makes you look brilliant.
Full trade lifecycle from submission through funding, commission tracking, and policy delivery — all in your wealth management CRM.
Connect Google Calendar to schedule, track, and manage every client touchpoint from one platform.
AI-generated reports, pipeline analytics, and practice metrics that help wealth managers make data-driven decisions.
A wealth management CRM is client relationship management software designed specifically for wealth managers. It tracks high-net-worth client profiles, AUM, portfolios, trades, and meetings — unlike generic CRMs that only handle basic contacts.
Wealth managers deal with complex client financial profiles, trade lifecycles, compliance requirements, and AUM tracking. Generic CRMs lack these capabilities, forcing wealth managers to use spreadsheets and disconnected tools.
Yes. Wealth Advisor CRM provides complete financial profiles including accounts, real estate, insurance, estate planning, vehicles, and auto-calculated net worth — giving wealth managers a full picture of each client.
Yes. Wealth Advisor CRM includes AI-powered meeting preparation that generates client summaries and relevant talking points before a client meeting.
Wealth Advisor CRM is $47/month, or $468/year ($39/month billed annually), with all features included. Additional team members are $5/month each. Wealth managers can start with a free 7-day trial and are not charged until it ends.
Try Wealth Advisor CRM free for 7 days. Purpose-built for wealth managers.
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