Juggling client calls, managing portfolios, and ensuring compliance—your workload never seems to end. Add the pressure of building stronger client relationships, and your to-do list quickly becomes overwhelming.
This is where a powerful CRM makes all the difference.
In this blog post, we’ll look at the best CRM for financial advisors to help you elevate your practice and build stronger, lasting client relationships. 🤝
10 Best CRM for Financial Advisors
- What Is CRM for Financial Advisors?
- What Should You Look for in CRM for Financial Advisors?
- The 10 Best CRM for Financial Advisors
- 1. ClickUp (Best for finance project management and customer relationships)
- 2. Wealthbox CRM (Best for intuitive and easy-to-use workflows)
- 3. Redtail CRM (Best for fostering team collaboration and communication)
- 4. Creatio (Best for highly flexible and tailored solutions)
- 5. Salesforce Financial Cloud (Best for large-scale financial enterprises)
- 6. Zoho CRM (Best for advanced features and value for money)
- 7. Oracle NetSuite (Best for integrated business management)
- 8. AdvisorEngine (Best for seamless wealth management)
- 9. Microsoft Dynamics 365 (Best for growth-focused financial organizations)
- 10. UGRU (Best for small financial firms)
Summarize this article for me please⏰ 60-Second Summary
The right CRM helps financial advisors manage clients, streamline workflows, and grow their business. Here are the top 10 options:
- ClickUp (Best for finance project management and customer relationships)
- Wealthbox CRM (Best for intuitive and easy-to-use workflows)
- Redtail CRM (Best for fostering team collaboration and communication)
- Creatio (Best for highly flexible and tailored solutions)
- Salesforce Financial Cloud (Best for large-scale financial enterprises)
- Zoho CRM (Best for advanced features and value for money)
- Oracle NetSuite (Best for integrated business management)
- AdvisorEngine (Best for seamless wealth management)
- Microsoft Dynamics 365 (Best for growth-focused financial organizations)
- UGRU (Best for small financial firms)
Summarize this article for me pleaseWhat Is CRM for Financial Advisors?
CRM for financial advisors is a specialized software designed to help manage and enhance client interactions. These platforms centralize client data, including personal details, financial goals, and communication history, providing a comprehensive profile of each client.
They help you easily track portfolio reviews, tax deadlines, and investment anniversaries.
With CRM automation, follow-ups, scheduling, and reporting happen effortlessly—giving you more time to strengthen client relationships.
🧠 Fun Fact: The first tangible CRM tool was Rolodex (designed in 1956), a device used to store physical contact cards with customer information on the back.
Summarize this article for me pleaseWhat Should You Look for in CRM for Financial Advisors?
Look for these key features when selecting a CRM for financial advisors:
- Seamless integration: Look for a comprehensive CRM solution that integrates smoothly with your existing tools, like financial planning and portfolio management systems, to maintain data accuracy
- Customization flexibility: Ensure the CRM allows you to add and tailor dashboards, fields, and workflows to fit your unique business needs
- Data security and compliance: Prioritize CRM systems with strong security features, including encryption and data backup, while ensuring compliance with industry regulations such as GDPR and HIPAA
- Mobile access: Opt for a CRM that offers mobile capabilities, allowing you to manage client information and tasks from anywhere
- Scalability and cost-effectiveness: Pick a CRM system that can grow with your business, offering scalable features and flexible pricing plans
🧠 Fun Fact: CRM originated in the 1980s when companies started leveraging databases to record and manage customer interactions.
Summarize this article for me pleaseThe 10 Best CRM for Financial Advisors
The right CRM transforms client management, streamlines operations, and fuels growth for financial advisors. Here’s a list of the 10 best CRM for financial advisors. 👇
1. ClickUp (Best for finance project management and customer relationships)
ClickUp is the everything app for work, and it’s just as helpful for financial advisors as it is for teams in any industry.
ClickUp for Finance Teams seamlessly combines project management with CRM capabilities—organizing client data, tracking communication, and automating follow-ups.
ClickUp CRM
ClickUp’s CRM ensures you’ve got everything under control, from setting financial goals to tracking accounts and calculating profits.
ClickUp Dashboards
ClickUp Dashboards provide a seamless transition from big-picture financial planning to granular details. It lets you monitor budget allocation, spending, and profits in real time using over 50 customizable cards.
ClickUp Docs
Moreover, ClickUp Docs, simplifies client data organization with a scalable structure for portfolios and key documents. It’s also convenient to share tasks with stakeholders, set user permissions for better control, and use comments with real-time editing to streamline communication and approvals.
Additionally, ClickUp offers various templates to give you a headstart.
For instance, the ClickUp CRM Template helps manage client relationships and track interactions, while the ClickUp Finance Management Template simplifies budgeting, goal tracking, and profit monitoring.
ClickUp best features
- Leverage ClickUp Integrations: Connect apps like Outlook and Google Drive to ClickUp and other tools you already use
- Centralize client communication: Integrate your emails directly into ClickUp so you can streamline client outreach, send updates, track responses, and onboard clients
ClickUp limitations
- The platform’s extensive functionalities can be overwhelming for new users
- ClickUp’s mobile app may not offer the same functionality as the desktop app
ClickUp pricing
- Free forever
- Unlimited: $7/month per user
- Business: $12/month per user
- Enterprise: Contact for pricing
- ClickUp Brain: Add to any paid plan for $7/month per user
ClickUp ratings and reviews
- G2: 4.7/5 (9,000+ reviews)
- Capterra: 4.6/5 (4,000+ reviews)
🤝 Friendly Reminder: Keep your CRM data accurate by regularly reviewing and removing outdated details.
2. Wealthbox CRM (Best for intuitive and easy-to-use workflows)
Wealthbox is a collaborative CRM designed for financial advisors who want an easy-to-use platform with a social feed for real-time team communication.
This software lets you bring a personal touch to your CRM workflow by adding emojis to comments and activity streams for a more engaging and spirited team dynamic.
Wealthbox CRM best features
- Add notes to contact records directly from the dashboard by typing their name
- Engage with clients and team members via a live news feed
- Call clients instantly by clicking on their phone number, saving time and simplifying communication
- Send, forward, or Bcc emails to your private Wealthbox email dropbox address to automatically link them with the relevant contact
- Customize data fields with text, dates, or checkboxes and arrange them effortlessly with a drag-and-drop interface
Wealthbox CRM limitations
- The system’s complexity makes setup time-consuming
- Navigation between clients requires too many clicks, slowing down workflow
Wealthbox CRM pricing
- Basic: $59/month per user
- Pro: $75/month per user
- Premier: $99/month per user
- Enterprise: Custom pricing
Wealthbox CRM ratings and reviews
- G2: 4.5/5 (100+ reviews)
- Capterra: 4.7/5 (140+ reviews)
🔍 Did You Know? The CRM software market is projected to grow annually at 10.34% from 2024 to 2029, reaching $145.60 billion by 2029. This consistent growth reflects the increasing global demand for these solutions.
3. Redtail CRM (Best for fostering team collaboration and communication)
Redtail CRM is a customer communication management solution for large financial firms. It offers tools to manage tasks, track sales, and improve client engagement, all while integrating seamlessly with industry-standard tools.
The software’s user-friendly interface and robust support ensure that financial professionals can easily adopt and use it.
Redtail CRM best features
- Use Seminar to prospect, manage campaigns, and track client engagement
- Built-in audit trails for SEC & FINRA compliance
- Manage your team’s schedules with a customizable calendar that syncs with Office 365 and Google Calendar
- Capture and track client interaction with Notes, ensuring all relevant client history is accessible
- Support sales pipeline management with the Opportunity Tracker, ensuring no prospect is overlooked
Redtail CRM limitations
- Users report long customer support response times
- Adding and organizing tasks is complicated
Redtail CRM pricing
- Launch: $45/month per user
- Growth: $65/month per user
- Enterprise: Custom pricing
Redtail CRM ratings and reviews
- G2: 4.3/5 (130+ reviews)
- Capterra: 4.1/5 (80+ reviews)
🧠 Fun Fact: The term ‘AI CRM’ has seen a 4x increase in Google Search volume since 2022! This growth can be attributed to Generative AI, robo-advisors, sentiment analysis, and more.
4. Creatio (Best for highly flexible and tailored solutions)
Creatio CRM is a fully customizable, end-to-end sales management platform for financial advisors. What sets Creatio apart is its focus on composable sales applications, allowing financial teams to tailor the CRM to their unique needs without needing specialized development skills.
Built on an enterprise-grade, no-code platform, Creatio allows advisors to organize finances, manage leads, forecast sales, and track client interactions while seamlessly integrating with other tools.
Creatio best features
- Coordinate team tasks, sync calendars, and emails, and use embedded communications tools for smart notifications
- Handle budget proposals, contracts, and order processing through omnichannel support channels
- Automate and monitor sales workflows from lead to close, reducing manual tasks and ensuring consistency
- Benefit from intelligent NBA (Next Best Action) and NBO (Next Best Offer) recommendations, sales playbooks, and decision paths to guide your sales team
Creatio limitations
- Creatio’s pricing can be high for small and medium-sized businesses with limited budgets
- Users have reported functionality issues with the mobile app
Creatio pricing
- Growth: $25/month per user
- Enterprise: $55/month per user
- Unlimited: $85/month per user
Creatio ratings and reviews
- G2: 4.7/5 (250+ reviews)
- Capterra: 4.7/5 (120+ reviews)
💡 Pro Tip: Set up alerts for key client events like investment anniversaries or milestones. It keeps your communication timely and shows clients you always think of their best interests.
5. Salesforce Financial Cloud (Best for large-scale financial enterprises)
Powered by AI and industry-specific features, Salesforce Financial Services Cloud offers a unified view of client relationships to drive smarter decision-making.
This CRM software can connect various data sources, including core banking systems, wealth platforms, and insurance platforms.
Salesforce Financial Cloud best features
- Employ Einstein Relationship Insights to uncover opportunities, predict client needs, and personalize financial recommendations
- View multiple layers of client relationships and take contextual actions to strengthen your customer connections
- Embed Salesforce Scheduler into your workflow for seamless appointment booking, driving efficiency in client interactions and follow-ups
Salesforce Financial Cloud limitations
- Salesforce licenses are costly compared to the features provided
- More integrations are needed to expand functionality, especially for wealth management
Salesforce Financial Cloud pricing
- Enterprise: $300/month per user (billed annually)
- Unlimited: $475/month per user (billed annually)
- Einstein 1 Sales: $700/month per user (billed annually)
Salesforce Financial Cloud ratings and reviews
- G2: 4.2/5 (90+ reviews)
- Capterra: Not enough reviews
🔍 Did You Know? Michael McCafferty is known as the ‘Father of CRM’ for inventing TeleMagic, the first CRM software, in 1985.
6. Zoho CRM (Best for advanced features and value for money)
Zoho CRM offers financial service institutions a highly adaptable tool for building a strong CRM strategy and delivering top-notch services. It centralizes all crucial client data, helping you stay organized, offer personalized support, and increase business growth.
With its unique combination of AI capabilities and third-party integrations, Zoho CRM makes your team more efficient, transparent, and client-focused. Additionally, as a customer tracking software, it lets you monitor and manage all your financial accounts in one view.
Zoho CRM best features
- Use Zia, Zoho’s AI assistant, for intelligent predictions, reminders, and recommendations on the best actions to take
- Create custom AI predictions for any module, including standard and custom ones, with Prediction Builder
- Connect Zoho CRM to 100+ popular business applications, including Zoho Finance Plus, Zoho Survey, and Zoho Sign
- Prioritize sales-ready leads by evaluating their demographic and behavioral data with the Lead Scoring feature
Zoho CRM limitations
- Steep learning curve for setting up customization options without proper training
- Customer service response time could be improved
Zoho CRM pricing
- Standard: $30/month per user
- Professional: $35/month per user
- Enterprise: $50/month per user
- Ultimate: $65/month per user
Zoho CRM ratings and reviews
- G2: 4.1/5 (2,700+ reviews)
- Capterra: 4.3/5 (6,800+ reviews)
🔍 Did You Know? 94% of financial advisors use social media sites to find and conduct business.
7. Oracle NetSuite (Best for integrated business management)
For financial advisors juggling client metrics, transactions, and complex financial KPIs, Oracle NetSuite offers an adaptable platform to refine CRM processes.
It’s defined by its ability to go beyond traditional CRM functions. From managing client budgets to tracking commissions and ensuring compliance, NetSuite combines efficiency with precision. Its integration with ERP (enterprise resource planning) ensures complete alignment between front-office customer interactions and back-office financial data.
Oracle NetSuite best features
- Facilitate partner relationship management by managing joint marketing campaigns, sales forecasts, and commissions with real-time collaboration tools
- Use the mobile version to view calendars, update client information, or log interactions on the go
- Streamline marketing automation by managing campaigns, tracking performance, and aligning leads with the sales funnel
- Enhance customer service management with automated case handling, online client portals, and knowledge base tools for self-service
Oracle NetSuite limitations
- The implementation process is complex and often requires IT support
- High licensing and maintenance costs make it unsuitable for smaller firms
Oracle NetSuite pricing
- Custom pricing
Oracle NetSuite ratings and reviews
- G2: 4.0/5 (3,500+ reviews)
- Capterra: 4.2/5 (1,600+ reviews)
📖 Also Read: Best Accounting Project Management Software
8. AdvisorEngine (Best for seamless wealth management)
AdvisorEngine CRM provides tools to personalize client interactions, organize workflows, and manage day-to-day operations more efficiently. Its features simplify complex tasks, enhance client relationships, and enhance communication. This solution helps you stay organized while delivering a dependable experience to your clients.
AdvisorEngine best features
- Engage with prospects and clients using no-code integrations for increased efficiency
- Apply data-driven contact management to enhance client interactions, enabling personalized service at every touchpoint
- Improve portfolio management by automating rebalancing and customizing tax settings to guarantee compliance
AdvisorEngine limitations
- Document management lacks efficiency compared to the previous server-based system
- Software updates are constrained by an older underlying platform, resulting in clunky and outdated performance
AdvisorEngine pricing
- AdvisorEngine CRM: $65/month per user (billed annually)
AdvisorEngine ratings and reviews
- G2: Not enough reviews
- Capterra: 4.4/5 (20+ reviews)
🧠 Fun Fact: Financial advisors can sometimes act as informal marriage counselors, navigating financial disagreements between a couple and suggesting solutions.
9. Microsoft Dynamics 365 (Best for growth-focused financial organizations)
Microsoft Dynamics 365 is a versatile solution tailored for CRM and project management. Its key differentiation lies in integrating financial management with advanced AI, facilitating real-time cash flow forecasting, tax management, and business performance analytics.
With built-in scalability and seamless integration into Microsoft’s ecosystem, Dynamics 365 empowers you to stay agile and thrive in a constantly evolving industry.
Microsoft Dynamics 365 best features
- Handle complex tax jurisdictions, rates, and deductibility with a unified tax data model
- Connect effortlessly with Microsoft 365 apps and other business tools for a unified workflow
- Accelerate the financial close process with automation and self-serve analytics, saving time and reducing errors
Microsoft Dynamics 365 limitations
- The interface can be perceived as less intuitive compared to other CRM solutions
- Users have reported occasional system slowdowns, particularly when handling large datasets
Microsoft Dynamics 365 pricing
- Dynamics 365 Finance: $210/month per user
- Dynamics 365 Finance Premium: $300/month per user
Microsoft Dynamics 365 ratings and reviews
- G2: 4.0/5 (700+ reviews)
- Capterra: 4.4/5 (5,780+ reviews)
💡 Pro Tip: Segment your clients based on their financial goals and needs. Tailor your communication to different groups to offer more targeted and relevant services, making your interactions more impactful.
10. UGRU (Best for small financial firms)
UGRU integrates CRM, financial planning software, marketing automation, and project accounting. It helps manage client interactions and financial portfolios side by side, making tracking both aspects of work easier.
In addition to CRM and planning tools, UGRU includes accounting features such as invoicing and financial dashboards. These functionalities simplify daily operations and provide clear insights into your business’s financial health.
UGRU best features
- Store client documents, call scripts, email templates, and other resources in a single library
- Visualize and track sales opportunities and forecast cash flows with pipeline reports, giving you a clear picture of your business’s potential
- Keep in touch with clients and leads with mass email tools, email automation, and campaign analytics
UGRU limitations
- Some users feel that the pricing does not align with the value provided
- The interface is less intuitive compared to other CRM platforms
UGRU pricing
- CRM Plus: $59/month for three users
- Performance: $139/month for three users
- Professional: $179/month for three users
- Advisor Pro: $324/month for three users
UGRU ratings and reviews
- G2: Not enough reviews
- Capterra: Not enough reviews
Summarize this article for me pleaseClickUp for Better Client Connections
Finding the right CRM is key to keeping your client relationships strong and your business running smoothly.
ClickUp stands out because it blends CRM and project management tools, giving you a clear view of client data, communication, and financial portfolios—all in one place. Its customizable Dashboards, Docs, and templates make organizing, tracking, and collaborating easier than ever. It’s a reliable solution for financial teams looking to stay on top of big-picture goals and daily tasks.
Sign up for ClickUp today!
Everything you need to stay organized and get work done.
