AdvisorCRM
- Android app
- Not listed
- Free plan
- Yes
- Paid plans from
- $59/mo
- Runs on
- api, Web
Summary
AdvisorCRM combines client relationship management, portfolio management, ticketing, and back-office processing for financial advisors. Client tools include contact records, tags, segmentation, tasks, deals, and opportunities. Its AI meeting tools can prepare agendas, transcribe Zoom meetings, update CRM records, and draft follow-up emails. The platform can mirror custodian transactions, positions, cash, goals, alerts, and performance metrics. Listed integrations include Google and Microsoft suites, Zoom, DocuSign, Charles Schwab, Calendly, and others. AdvisorCRM describes a REST API and Zapier integration, while full API documentation and Zapier guides are still described as forthcoming. Its security information 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. The company also states SOC 2 certification, audit trails, and role-based access controls. The free Core CRM plan includes unlimited contacts for up to three users, one connected calendar and email, and meeting notes by manual upload only. Workflows & AI costs 59.00 USD per month for up to five users.
Who it is for
AdvisorCRM is intended for financial advisors who want client, portfolio, meeting, and back-office tools in one cloud platform. Its free Core CRM plan may suit teams of up to three users with manual meeting-note uploads.
What is good
- Combines CRM, portfolio management, ticketing, and back-office processing.
- AI meeting tools can update CRM records and draft follow-ups.
- Free Core CRM includes unlimited contacts.
- States SOC 2 certification, audit trails, and role-based access controls.
What to know first
- Free Core CRM is limited to three users.
- Free-plan AI meeting notes require manual uploads.
- Full API documentation and Zapier guides are forthcoming.
- Workflows & AI costs 59.00 USD per month.
Verdict
AdvisorCRM brings advisor client records, portfolio data, and meeting workflows together, with a free Core CRM tier and paid workflow options. Teams should weigh the free plan's user and meeting-note limits, and note that full API documentation is still forthcoming.
AdvisorCRM plans and pricing
All plansCompared on financial services CRM software
- Free plan
- Yesadvisorcrm.com
- Compliance workflows
- Yesadvisorcrm.com
- Opportunity management
- Yesadvisorcrm.com
- Audit trail
- Yesadvisorcrm.com
- Deployment
- cloudadvisorcrm.com
- Email and calendar sync
- Yesadvisorcrm.com
Facts
- Purpose
- AdvisorCRM combines CRM, portfolio management, ticketing, and back-office processing for financial advisors.advisorcrm.com · 3 Oct 2026
- Client management
- The platform includes contact management, tags and segmentation, tasks, deals, and opportunities.advisorcrm.com · 3 Oct 2026
- Meeting notes
- Its AI meeting tools can generate agendas, transcribe Zoom meetings, update CRM records, and draft follow-up emails.advisorcrm.com · 3 Oct 2026
- Portfolio data
- AdvisorCRM says it can mirror custodian transactions, positions, cash, goals, alerts, and performance metrics.advisorcrm.com · 3 Oct 2026
- Integrations
- Listed integrations include Google Suite, Microsoft Suite, Nitrogen Wealth, Zoom, DocuSign, Charles Schwab, Calendly, Egnyte, SmartData, and Typeform.advisorcrm.com · 3 Oct 2026
- API and Zapier
- The maker describes a REST API and Zapier integration, and says full API documentation and Zapier guides are coming soon.advisorcrm.com · 3 Oct 2026
- Security
- 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.com · 3 Oct 2026
- Compliance
- AdvisorCRM states that it is SOC 2 certified and that it maintains audit trails and role-based access controls.advisorcrm.com · 3 Oct 2026
- Meeting data
- For Zoom meetings, recordings and transcripts are saved in AdvisorCRM and can be set to auto-delete upon request.advisorcrm.com · 3 Oct 2026
- Support
- The contact page accepts general inquiries, support requests, and feedback, and offers demo scheduling.advisorcrm.com · 3 Oct 2026
- Intended users
- AdvisorCRM describes itself as built for financial advisors and says its founders previously built and operated an advisory practice.advisorcrm.com · 3 Oct 2026
- Plan limits
- The free Core CRM plan limits included users to three and AI meeting notes to manual uploads; Workflows & AI includes up to five users.advisorcrm.com · 3 Oct 2026
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Sources
- advisorcrm.com· checked 3 Oct 2026
- advisorcrm.com/pricing· checked 3 Oct 2026
- advisorcrm.com/all-features· checked 3 Oct 2026
- advisorcrm.com/integrations· checked 3 Oct 2026
- advisorcrm.com/apis· checked 3 Oct 2026
- advisorcrm.com/security· checked 3 Oct 2026
- advisorcrm.com/integrations/zoom· checked 3 Oct 2026
- advisorcrm.com/contact· checked 3 Oct 2026
- advisorcrm.com/about· checked 3 Oct 2026