AdvisorCRM

AdvisorCRM is a cloud platform that brings advisor-focused client management together with portfolio data and back-office workflows. It suits financial advisory firms that want those functions connected, especially smaller teams starting with a free CRM tier. Its strongest case is the combination of relationship and portfolio work; its central trade-off is that automated workflows and specialist capabilities move into paid plans and add-ons.

Overview

AdvisorCRM combines CRM, portfolio management, ticketing, and back-office processing for financial advisors. Contact records support tags, segmentation, tasks, deals, and opportunities, while the company says it can mirror custodian transactions, positions, cash, goals, alerts, and performance metrics. Putting those records and portfolio context together is useful for firms that want client service and investment activity in one system, rather than a general-purpose contact database.

The product is built for advisors, and its founders previously built and operated an advisory practice. That focus is relevant to firms seeking advisor-specific workflows, but does not by itself remove the need to check whether the plan limits fit the firm's size and processes.

Key features

Meetings and follow-up

AI meeting tools can generate agendas, transcribe Zoom meetings, update CRM records, and draft follow-up emails. That can connect a client conversation to its record and next steps. The free Core CRM tier only allows manual uploads for AI meeting notes, so teams wanting the meeting workflow rather than just the CRM start at Workflows & AI.

Zoom recordings and transcripts are stored in AdvisorCRM and can be set to auto-delete upon request. Firms handling sensitive meeting content should account for that storage arrangement when deciding how to configure the workflow.

Portfolio, integrations, and controls

Listed integrations include Google Suite, Microsoft Suite, Nitrogen Wealth, Zoom, DocuSign, Charles Schwab, Calendly, Egnyte, SmartData, and Typeform. The maker also describes a REST API and Zapier integration, but says full API documentation and Zapier guides are coming soon. That makes the connection options potentially useful, while teams planning custom integrations may prefer to wait until the documentation is ready.

The security page states that data is stored in the United States, encrypted at rest with AES-256 or stronger, and transmitted over TLS 1.2 or later. AdvisorCRM states that it is SOC 2 certified and maintains audit trails and role-based access controls. Compliance workflows are also supported. Support requests, general inquiries, feedback, and demo scheduling are handled through its contact page.

Pricing

Core CRM costs nothing. It includes unlimited contacts, up to three users, one connected calendar and email, and AI meeting notes by manual upload only. This is a practical starting point for a small firm that needs core records and is willing to handle meeting-note uploads manually; the three-user cap and single calendar-and-email connection constrain larger or more connected teams.

Workflows & AI costs $59 a month, billed per month, and allows up to five users with unlimited calendars and email accounts. It is the relevant step up for teams that want the broader meeting and workflow capabilities, but the five-user limit still makes it a small-team option.

Performance Reporting is an optional add-on at $97 a month, with advanced portfolio analytics and reporting dashboards. It fits firms that need those analytics beyond the core portfolio data. Trading & Billing is an optional add-on at $499 a month for integrated trading and automated client billing, a more substantial commitment for firms that specifically need those operations in the platform.

Enterprise has custom pricing and offers unlimited clients and usage subject to a fair use policy, plus a custom SLA and premium support. Compliance Suite is an optional add-on with custom pricing. The free tier is the only stated no-cost plan; paid plan prices are monthly, with no annual term stated.

Platforms

AdvisorCRM is available on the web and through an API. It is cloud-deployed, which suits firms working through a browser-based system, while the API provides a route for integrations as its documentation develops.

Who it's for

AdvisorCRM is best suited to financial advisors and smaller advisory teams that want contact and opportunity management alongside portfolio data, meeting workflows, and compliance controls. Firms with up to three users can begin on Core CRM; those needing connected calendars and email accounts or richer meeting workflows can consider Workflows & AI. Teams needing more than five users, advanced reporting, or integrated trading and billing should account for the additional plans and add-ons before committing.

It is less suitable for a firm that needs a documented API and Zapier setup immediately, or one seeking a broad set of included users without moving to custom-priced Enterprise.

Pros and cons

• Advisor-specific scope: CRM, portfolio data, ticketing, and back-office processing address more than contact tracking alone.
• Useful free entry point: unlimited contacts at no cost can serve a firm of up to three users, though meeting notes require manual uploads.
• Connected meeting workflow: agenda generation, Zoom transcription, CRM updates, and follow-up drafts can reduce manual handoffs, but the free plan does not provide automated meeting-note handling.
• Stated security and compliance controls: encryption, SOC 2 certification, audit trails, role-based access, and compliance workflows matter for advisor operations.
• Costs rise for specialist functions: reporting and trading/billing are separately priced add-ons, and the workflow plan remains capped at five users.
• Integration guidance is still developing: full API documentation and Zapier guides are forthcoming, which is a drawback for firms planning custom connections now.

Alternatives

For a broader comparison, browse Financial Services CRM Software.

• Zoho CRM is a freemium alternative with a free plan for three users, a free trial, and Android, iOS, web, and API platforms; consider it when those platform options matter more than AdvisorCRM's advisor-specific portfolio scope.
• AdvisorEngine CRM is a paid advisor-focused alternative at $69 a year, billed per user per month annually, with a three-user minimum, all features, priority support, and unlimited document storage; consider it when those included features and support terms suit the firm.
• Salesforce Financial Services Cloud is a paid option with a free trial and a stated Financial Services Cloud for Sales plan at $325 a month, billed annually per user for Enterprise Edition; consider it when a large financial-services platform is a better fit than AdvisorCRM's small-team plan limits.
• Practifi is a paid alternative with no free plan or free trial; its Naya plan is $135 a month and its Sentir plan is $195 a month, with launch pricing and configuration factors; consider it when its tiered firm-size approach fits.
• OneVest CRM has custom pricing and is included for every OneVest customer as part of Advisor and Operations Workspaces; consider it when the firm already uses OneVest.
• Total Expert has a complimentary plan and platforms for Android, iOS, web, and API; consider it when those platform options or its complimentary offering better match the firm's needs.
• Redtail CRM is a paid option with a free trial and web, iOS, and Android access; consider it when those platforms and trial access are priorities.
• Creatio CRM is a paid alternative with a free trial and web, mobile, API, and self-hosted platforms; consider it when self-hosting is important.

Verdict

Choose AdvisorCRM if you are a financial advisor or a small firm that wants client records, portfolio context, meeting workflows, and compliance controls connected in one cloud platform. The free Core CRM makes it possible to start with unlimited contacts, while the main reason to look elsewhere is the user ceiling and the extra cost of advanced reporting, trading, and billing; firms relying on custom integrations should also wait for the full API and Zapier documentation.