Airwealth
Airwealth: A wealth-focused CRM combining relationship management, onboarding, compliance, and portfolio alerts. Ranked #22 of 38 in Banking CRM Software by our editors (5.5/10); pricing: Pricing on request · 30-day trial; best for wealth teams needing onboarding and portfolio alerts.
At a glance
- Editor score5.5 / 10
- PricingPricing on request · 30-day trial
- Best forWealth teams needing onboarding and portfolio alerts
- Free planNo
- RM workspaceYes
- Facts checked28 Sep 2026
Where it wins
- Combines customer records, pipelines, scheduling, and interaction tracking
- Digital onboarding includes KYC questionnaires, checklists, and e-signatures
- Portfolio alerts, reporting, and document sharing support client service
Where it doesn't
- Pricing requires contacting sales rather than selecting a published plan
- Integrations are limited to ComplyAdvantage and Universign
- Web-based cloud deployment may not suit teams needing native applications
Our verdict on Airwealth
Airwealth is a client relationship management platform for wealth managers and private banking teams. Its workspace brings together 360-degree customer records, contact and interaction management, task and alert lists, appointment scheduling, opportunity pipelines, and activity dashboards. Wealth teams can also provide digital client reporting, document sharing, and portfolio alerts, while relationship managers track commercial and service activity in one system. The product is delivered through the web and supports cloud deployment for small, mid-market, and enterprise organizations.
Pricing follows a contact-sales model, with a 30-day free trial and no card required for the trial. The vendor presents offerings including Engage, Manage, Interact, and Complete, but the available product details do not define separate rates or feature allocations for those offerings. Ecosystem coverage centers on ComplyAdvantage and Universign integrations, aligning with compliance and electronic-signature workflows. Teams that depend on a broad CRM marketplace or many banking-system connectors should assess integration fit before committing.
Airwealth’s clearest depth is its combination of onboarding and regulatory workflows. Configurable KYC questionnaires, document checklists, compliance checks, and electronic signatures can structure the path from prospect to onboarded client, while portfolio alerts and digital reporting extend the relationship after onboarding. Documentation is the stated support channel, so organizations requiring a wider support model should clarify service expectations. Choose Airwealth when wealth-specific relationship records, onboarding controls, and portfolio visibility matter more than a large integration ecosystem; consider alternatives if native mobile apps, extensive connectors, or transparent tier pricing are priorities.
Airwealth pricing
Airwealth fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| RM workspace | Yes |
| Customer onboarding | Yes |
| Portfolio views | Yes |
| Regulatory workflows | Yes |
| Service case management | Not verified |
| Deployment | Cloud |
| Free trial | 30 days · no card needed |
| Deployment | Cloud |
| Platforms | Web |
| Support | Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 2 integrations: ComplyAdvantage, Universign |
| Pricing | Pricing on request · 30-day trial |
| Website | airwealth.io |
| Facts checked | 28 Sep 2026 |
Airwealth integrations
Airwealth lists 2 integrations on its own site.
- ComplyAdvantage
- Universign
Alternatives to Airwealth
- Salesforce Financial Services CloudEnterprise financial-services CRM with deep workflows, compliance controls, portals, and AI.9.0
- Fiserv EnteractA banking-focused CRM that brings relationship management, onboarding and service workflows together.8.2
- Zoho BFSI CRMA configurable financial-services CRM with onboarding, portfolio, and regulatory workflows.7.7
See all Airwealth alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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