Your complete all-in-one integrated

Financial Advisor CRM
built for success

Helping investment advisors spend less time maintaining data, and more time engaging clients.
 
CRM for financial advisors

Built for a better way of

Growing Working Prospecting Automating Reporting & Compliance Collaborating Managing Organizing Servicing

From intelligent sales automation that accelerates deals to robust reporting and analytics, our software solution is designed to make your advisory business succeed.

Dashboards

Customizable
dashboards

Optimize your business and client relationships by monitoring what's important.

  • Track important metrics
  • Monitor efficiency
  • Complete customization
Best CRM Software for Small to Medium Size Businesses
Pipeline Management

Optimize service
and grow your book

Monitor your pipelines, goals, and team performance. Edit deal and ticket stages while adding as many columns and pipelines as you want.

  • Track new opportunities
  • Optimize client service
  • Improve client relationships
The Best CRM Software for 2024
Boosting revenue with a CRM
Client management

Happy clients,
thriving business

Build strong client relationships with efficient communication and valuable feedback.

  • Centralize client data
  • Enhance task management
  • Improve client compliance
The Best CRM Software for 2024
Task management

Efficient and simple
task management

Our efficient task management tools help you track, monitor and assign tasks .

  • Assign tasks automatically
  • Prioritize due dates
  • Task wizard automation
CRM for financial advisors
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Ready to supercharge your business?

Advisor Success Stories

Discover how advisors transformed with our software. Real stories of growth, innovation, and success.

"Using Adviai transformed my practice. It streamlined client management, boosted my prospect tracking, and helped me double my business. I couldn't be more pleased with the results."

Frederic Hill

Financial Advisor, New York

CRM for financial advisors

"Switching to Adviai was a game-changer for me. It simplified my workflow, improved client service, and allowed me to focus on growing my business. I highly recommend it."

Julie Cassidy

Financial Planner, Toronto

CRM for financial advisors

"Since adopting Adviai, my client interactions have become seamless, and my business growth has skyrocketed. It's been an invaluable tool in my success."

Brendan Buck

Insurance Advisor, Charlotte

CRM for financial advisors

"With Adviai, managing clients and tracking new prospects has never been easier. It's been essential in helping me expand my business and serve clients better."

Paige Lowery

Investment Advisor, Miami

CRM for financial advisors

"Thanks to Adviai, I've been able to streamline my processes, improve client satisfaction, and significantly grow my book of business. It's truly made a difference."

Stefan Ball

Financial Planner, Chicago

CRM for financial advisors

"I just had to take a moment to express my gratitude for the outstanding service they provided. Their complete assistance and efforts were truly remarkable."

Neil Farring

Insurance Advisor, Dallas

CRM for financial advisors

Integrations with 3rd party plugins

Integrate effortlessly with your favorite apps. Enhance functionality, boost efficiency, and streamline workflows.

Stay up to date on our journey

Explore the latest trends, tips, and insights in our world. Get the knowledge to empower your business growth and increase productivity.

How Financial Advisors Can Attract New Clients

How Financial Advisors Can Attract New Clients

Expanding a financial advisory business hinges on attracting new clients. While referrals remain a key driver of growth, successful advisors…

How Financial Advisors Can Optimize Client Relationships

How Financial Advisors Can Optimize Client Relationships

Strong client relationships are the cornerstone of a successful financial advisory business. Financial advisors who consistently deliver personalized service and…

Essential CRM Features for Financial Advisors to Grow Their Business

Essential CRM Features for Financial Advisors to Grow Their Business

For financial advisors looking to grow their book of business, the right tools and strategies are essential. Adviai, a CRM…

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Ready to supercharge your business?

Grow sales and stay ahead in the competitive market by being among the first to benefit from our game-changing solutions.