Long-running CRM with investment and insurance policy tracking for advisors, reps and insurance agents
- Built for
- Broker-dealers, Insurance
- Pricing · Region
- Per seat · US
- Works with
- MoneyGuide, AdvisorVault, CAM System, Copytalk +4 more
Advisor CRM
Client relationship management systems built for advisors and wealth firms.
- 14 vendors
- Updated October 27, 2026
- Free, editorial
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14 Advisor CRM vendors
Most complete profiles first, then A to Z · No company pays to be listed or for where it appears
KeeSystem
Portfolio management
Monaco-based portfolio management, CRM and compliance software (KeeSense) for wealth managers and family offices
- Built for
- RIAs, Family offices, Banks and trust companies
- Pricing · Region
- Custom quote · Europe
- Works with
- None listed yet
Altitude CRM
CRM
AI-native CRM for RIAs and wealth managers from the team behind Bill Good Marketing
- Built for
- RIAs
- Pricing · Region
- Per seat · US
- Works with
- Microsoft Teams, Zoom, Google Workspace, Outlook
intelliflo
CRM
Practice management and advice software for UK and Australian financial advisers
- Built for
- RIAs
- Pricing · Region
- Custom quote · UK
- Works with
- None listed yet
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Maximizer
CRM
CRM with a financial services edition for advisors and dealers
- Built for
- RIAs, Broker-dealers
- Pricing · Region
- Per seat · Other
- Works with
- Microsoft Teams, Continuum, Microsoft 365 / Outlook
CRM and investor portal for asset managers and wealth firms
- Built for
- Asset managers, Family offices, RIAs
- Pricing · Region
- Per seat · US
- Works with
- Addepar, DocuSign, Act-On, Advent +12 more
WealthY
CRM
Canadian-hosted CRM, client portal and AI meeting platform for dealers, wealth firms and advisors
- Built for
- RIAs, Broker-dealers
- Pricing · Region
- Per seat · Other
- Works with
- Salesforce, Redtail, Wealthbox, Microsoft Teams +5 more
CRM, portfolio management and TAMP platform for advisory firms
- Built for
- RIAs
- Pricing · Region
- US
- Works with
- None listed yet
Alwy
Client experience
All-in-one advice, onboarding, CRM and fund trading platform for Nordic advisors, fund companies and brokers
- Built for
- RIAs, Asset managers, Insurance
- Pricing · Region
- Free tier, paid plans · Europe
- Works with
- None listed yet
AI-native CRM for RIAs with built-in model allocation, cash sweep and meeting notes
- Built for
- RIAs
- Pricing · Region
- Tiered
- Works with
- Orion, Microsoft Teams, Zoom, Gmail +5 more
Orion
Portfolio management
Portfolio accounting, CRM, trading and TAMP platform for advisors
- Built for
- RIAs, Broker-dealers, Banks and trust companies, Family offices
- Pricing · Region
- Custom quote
- Works with
- Schwab, Anthropic Claude for Financial Advisors
Patrina
Compliance & risk
Records archiving, compliance suite and CRM for broker-dealers and RIAs
- Built for
- Broker-dealers, RIAs
- Pricing · Region
- Custom quote · US
- Works with
- Holistiplan, Fireflies, Plaid, Zapier
ProTracker
CRM
Web-hosted CRM and RMD calculation and tracking software for advisors, accountants and TPAs
- Built for
- RIAs
- Pricing · Region
- Per seat · US
- Works with
- None listed yet
CRM for financial advisors, RIAs and broker-dealers
- Built for
- RIAs, Broker-dealers, Banks and trust companies, Family offices
- Pricing · Region
- Per seat
- Works with
- Schwab, Fidelity, Altruist, Orion +13 more