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Custom CRM development
Pipelines, contacts and follow-ups modeled on how you sell. No per-seat fees, no features you will never use.
Learn moreA CRM for financial advisors: less admin, more advising.
Onboarding paperwork, review scheduling and compliance documentation eat the hours that should go to clients. We replace the patchwork with one system built around how your team actually works.
What we build for financial services
One system, shaped to your work.
- Client onboarding and document collection
- Automated review scheduling
- CRM with household and relationship views
- Compliance-friendly activity logging
- Prospect nurture sequences
Every build starts with a custom CRM designed around your workflow, connected to the tools you already use through API and software integrations.
The result
Our clients save an average of $5,000 a month in software costs and lost time.
Start with an audit
In 30 minutes we map your tools and manual steps, and show you what a custom system would replace.
The real cost
Where advisors lose their week.
You got into this business to advise clients. Too much of the week goes to paperwork, scheduling and documenting what you already did.
Onboarding drags on
A new household says yes, then waits on account forms, transfer paperwork, risk questionnaires and ID documents. Your team sends emails, makes calls and chases missing signatures. A slow, confusing onboarding is the first real experience a client has with your practice, and it sets the tone.
Reviews depend on someone remembering
Annual and semiannual reviews are the heart of the relationship. When scheduling depends on a spreadsheet and a busy operations person, reviews slip, clients feel neglected, and you scramble to prepare for meetings that were booked on short notice. Prep becomes a late-night scramble through old notes and emails.
Household context is scattered
The spouse, the adult children, the CPA, the estate attorney, the business they own. When those relationships live in your head or in notes fields, nobody else on your team can see the full picture, and service suffers whenever you're out of the office. The next generation of the household may never get to know your firm.
Documentation eats the afternoon
Every call, email and meeting needs a record. When activity logging means typing notes into one system and filing emails in another, it either takes too long or doesn't happen consistently. Neither is a good position to be in when someone asks for the file.
How it works
A financial advisor CRM built for how you serve households.
Here's how each part of a custom wealth management CRM works day to day, for a solo advisor or a growing practice.
Household and relationship views
Each household has one view: members, accounts, key dates, goals, connected professionals and recent conversations. You can see that a client's daughter is also a client, or that their CPA referred two other households. Anyone on your team can pick up a call and know who they're talking to and what's been discussed. Key dates like birthdays and retirement milestones trigger tasks for your team.
Custom CRM developmentOnboarding with document collection
New clients get a guided onboarding through the client portal: what to sign, what to upload and what's still outstanding. Your operations team sees each household's status at a glance, and automated reminders handle the chasing. We plan security and access around your firm's requirements during the audit. New households see a clear, professional process instead of a stack of PDFs attached to an email.
Client portals & internal toolsReview scheduling that runs itself
Each household gets a review cadence that fits the relationship. The system invites clients to book their AUM review or planning meeting, sends confirmations and reminders, and prepares a meeting sheet with recent activity, open tasks and notes from last time. Reviews stop slipping through the cracks. You can see at a glance which households are due, booked or overdue for a review.
Workflow automationActivity logging with a clear record
Emails, meetings, calls and tasks are logged to the right household automatically where possible. Meeting notes follow a consistent template, and follow-up tasks are created from them. The goal is a clear, consistent record. Your compliance process is reviewed with you during the audit so the system supports it. When someone asks for the file on a household, it's already in one place.
API & software integration servicesProspect nurture and referrals
Seminar attendees, referrals from CPAs and attorneys and website inquiries go into a prospect pipeline with follow-up suited to each. You approve every message. You can see which referral partners send households that become clients, so you know where to spend your relationship time. Seminar follow-up and referral thank-yous go out on time instead of when someone gets around to them.
Workflow automationIn practice
One household, from referral to annual review.
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A CPA sends a referral
A CPA you work with refers a couple nearing retirement. The referral is logged with the source, the couple gets a warm introduction email, and an intro meeting is booked through your calendar link. The CPA gets a thank-you note too.
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They decide to become clients
After the meeting, the couple gets portal access with a checklist of forms and documents. They sign and upload on their own schedule, and your operations team watches the checklist fill in instead of chasing emails.
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The household takes shape
Accounts, beneficiaries, family members and their estate attorney are added to the household view. Notes from the planning meeting are logged with follow-up tasks assigned to the right people on your team. Anyone on your team can now pick up their call.
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Review season comes around
When it's time for their review, the system invites them to book, sends reminders, and prepares a summary of the past year's activity and open items. You walk into the meeting ready, without rebuilding the file from scratch.
What goes away
Less admin, same custodians.
Many practices run a generic CRM, a separate scheduling app, an e-sign service, a document request process by email and spreadsheets for review tracking. A custom financial advisor CRM brings households, onboarding, reviews and activity into one system shaped to your practice. Your custodian, planning software and portfolio tools stay where they are. We connect what they allow so data isn't keyed in twice.
- Generic CRM with workarounds
- Review tracking spreadsheet
- Separate scheduling app
- Emailed document requests
- Manual activity notes
- Custodian and planning tools (connected, not replaced)
Questions
Questions about a CRM for financial advisors.
Can a custom CRM meet our compliance requirements?
We don't claim regulatory compliance for you. We plan the system around your compliance requirements with you during the audit: how activity is recorded, who can access what, how records are retained and what your compliance team needs to see. The system is built to keep a clear, consistent record that supports your process.
Will it connect to our custodian and planning software?
Often, yes. Many custodians, planning tools and portfolio systems allow data to be shared through integrations. What's possible depends on each vendor. We review your current tools during the audit and tell you plainly what we can connect, what would need a workaround and what isn't possible.
Why not use one of the CRMs built for advisors?
Those tools work for many firms. Others find they're paying for features built for much larger practices while still running reviews and onboarding in spreadsheets. A custom system fits the way your practice actually serves households, and you aren't paying per seat as you add staff.
What does a custom wealth management CRM cost?
It depends on scope: the number of advisors and staff, which tools we connect, and whether you want a client portal and prospect nurture built in. The free audit gives you a ballpark, along with a clear picture of what you pay for today and what a custom system would replace.
Can we move our existing client data over?
Yes. We migrate households, contacts, notes and history from your current CRM and spreadsheets, and clean up duplicates along the way. Your team checks the data before the old system is turned off, so nobody starts from a blank slate. We also map old fields to the new structure so households come through intact.
How we build it
The pieces behind the system.
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API & software integration services
Connect QuickBooks, Stripe, your CRM and the rest of your tools, then see every number live on one dashboard.
Learn more
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Client portals & internal tools
Give customers one place to see projects, approve quotes, pay invoices and upload files.
Learn moreCustom CRMs for other industries
Free software audit
Find your $5k.
Walk us through your tools and workflows. We will show you where the money and hours are leaking, and what a custom system would replace.