AdvisorCRM
AdvisorCRM: Broad CRM, portfolio, workflow, and compliance coverage for advisory firms. Ranked #18 of 28 in Financial Services CRM Software by our editors (7.3/10); pricing: Free plan; best for advisory firms wanting broad CRM value.
At a glance
- Editor score7.3 / 10
- PricingFree plan
- Best forAdvisory firms wanting broad CRM value
- Free planYes
- Compliance workflowsYes
- Facts checked20 Sep 2026
Where it wins
- Free Core CRM plan with unlimited contacts and custodian integration
- AI meeting notes, workflow automation, forms, and e-signatures
- Audit trails, role-based access, and integrations across advisor workflows
Where it doesn't
- Advanced reporting is offered through a separate Performance Reporting plan
- Trading and automated billing are separate from the core CRM offering
- Enterprise security, API access, and premium support require the Enterprise tier
Our verdict on AdvisorCRM
AdvisorCRM is a cloud CRM and operations platform for financial advisors, RIAs, wealth managers, and advisory firms. It combines contact and opportunity management with portfolio and account data, workflow ticketing, document automation, compliance-oriented audit trails, AI meeting support, and integrations for email, calendars, custodians, e-signatures, and cloud storage. The free Core CRM plan includes unlimited contacts, segmentation, tasks, deals and opportunities, one calendar and email sync, custodian integration, and support for up to 3 users.
Its breadth is the main reason to consider it. The Workflows & AI plan adds a branded AI meeting notetaker, custodial alerts, advanced automation, unlimited calendars and email accounts, auto-filled forms, e-signatures, Zapier automation, and structured product, insurance, and tax modules. Google Suite, Microsoft Suite, Nitrogen Wealth, Zoom, DocuSign, Charles Schwab, Calendly, Egnyte, SmartData, Typeform, and Zapier integrations extend the platform across communication, custody, scheduling, document, and automation workflows. The platform is available through the web and API.
AdvisorCRM also separates specialized capabilities into focused plans. Performance Reporting adds portfolio analytics and dashboards, Trading & Billing adds integrated trading and automated client billing, and Compliance Suite provides tools for regulatory requirements and compliance management. Enterprise adds a dedicated account manager and onboarding, custom integrations and API access, SSO, advanced security controls, a custom SLA, and premium support. Firms wanting a broad operating layer should consider AdvisorCRM; teams seeking only a lightweight contact database may find its wider plan structure more than they need.
Your product? Our editors can test AdvisorCRM in depth and publish a review, labelled as paid · from $149/mo →
AdvisorCRM pricing
All 6 AdvisorCRM plans and prices →
AdvisorCRM fact sheet
| Free plan | Yes |
|---|---|
| Paid from | Not verified |
| Compliance workflows | Yes |
| Opportunity management | Yes |
| Client portal | Not verified |
| Audit trail | Yes |
| Deployment | Cloud |
| Email and calendar sync | Yes |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2, SSO/SAML, 2FA |
| Support | Email, Tickets |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 11 integrations: Google Suite, Microsoft Suite, Nitrogen Wealth, Zoom, DocuSign, Charles Schwab … See all → |
| Pricing | Free plan (source) |
| Website | advisorcrm.com |
| Facts checked | 20 Sep 2026 |
AdvisorCRM integrations
AdvisorCRM lists 11 integrations on its own site.
- Google Suite
- Microsoft Suite
- Nitrogen Wealth
- Zoom
- DocuSign
- Charles Schwab
- Calendly
- Egnyte
- SmartData
- Typeform
- Zapier
See all AdvisorCRM integrations →
Alternatives to AdvisorCRM
- Salesforce Financial Services CloudA financial-services CRM with deep workflows, compliance controls, and enterprise pricing.9.3
- Zoho CRMFlexible CRM coverage at a low entry price, with limited financial-services specialization.9.0
- Creatio CRMA broad, configurable CRM for teams that need cross-functional automation.8.9
See all AdvisorCRM alternatives →
Used AdvisorCRM? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used AdvisorCRM for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
AdvisorCRM is listed in our Financial Services CRM Software directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/advisorcrm/"><img src="https://www.itechguides.com/best/badge/advisorcrm.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update