Core CRM
Free
Unlimited contacts · Up to 3 users · One calendar and email sync · Custodian integration · AI meeting notes by manual upload
Checked 21 Oct 2026
Plans and prices
AdvisorCRM pricing
Workflows & AI
$59 a month
Up to 5 users · Auto-joining AI meeting notetaker · Custodial alerts and advanced automation · Unlimited calendars and email accounts · Auto-filled forms and e-signatures · Zapier automation · Structured product, insurance, and tax modules
Checked 21 Oct 2026
Performance Reporting
$97 a month
Advanced analytics and portfolio reporting dashboards
Checked 21 Oct 2026
Trading & Billing
$499 a month
Integrated trading · Automated client billing
Checked 21 Oct 2026
Compliance Suite
Priced on request
Compliance and regulatory management tools
Checked 21 Oct 2026
Enterprise
Priced on request
Dedicated account manager and onboarding · Custom integrations and API access · SSO and advanced security controls · Unlimited clients and usage subject to fair use · Custom SLA and premium support
Checked 21 Oct 2026