AdvisorCRM

6.9easy start · #2 of 28
in Financial Services CRM Software

Free to practise onyes
Free trialnot on record
Well documentedyes
Runs where you worknot on record

Runs on api, Web. Paid plans from $59/mo.

AdvisorCRM is ranked #2 of 28 in financial services CRM software on The Geeks Club. It runs on API, Web. There is a free plan. Paid plans start at $59/mo.

AdvisorCRM plans and pricing

All plans

Core CRM Free Unlimited contacts · Up to 3 users · One connected calendar and email · AI meeting notes: manual upload only advisorcrm.com · 3 Oct 2026

Workflows & AI $59/mo Per Month Up to 5 users · Unlimited calendars/email accounts advisorcrm.com · 3 Oct 2026

Performance Reporting $97/mo Per Month Optional add-on · Advanced portfolio analytics and reporting dashboards advisorcrm.com · 3 Oct 2026

Trading & Billing $499/mo Per Month Optional add-on · Integrated trading and automated client billing advisorcrm.com · 3 Oct 2026

Enterprise Not published Unlimited clients and usage, subject to fair use policy · Custom SLA and premium support advisorcrm.com · 3 Oct 2026

Compliance Suite Not published Optional add-on · Contact sales for pricing advisorcrm.com · 3 Oct 2026

Compared on financial services CRM software

Free plan: Yes
Compliance workflows: Yes
Opportunity management: Yes
Audit trail: Yes
Deployment: cloud
Email and calendar sync: Yes

Best AdvisorCRM alternatives

See all 12

Zoho CRM 0 of 4 in the starter kit Lesson 17.9 Total Expert 0 of 4 in the starter kit Lesson 36.9 Creatio CRM 0 of 4 in the starter kit Lesson 46.8 Pega CRM 0 of 4 in the starter kit Lesson 56.8 Salesforce Financial Services Cloud 0 of 4 in the starter kit Lesson 66.7 InsuredMine 0 of 4 in the starter kit Lesson 76.6

The record

Purpose: AdvisorCRM combines CRM, portfolio management, ticketing, and back-office processing for financial advisors.
Client management: The platform includes contact management, tags and segmentation, tasks, deals, and opportunities.
Meeting notes: Its AI meeting tools can generate agendas, transcribe Zoom meetings, update CRM records, and draft follow-up emails.
Portfolio data: AdvisorCRM says it can mirror custodian transactions, positions, cash, goals, alerts, and performance metrics.
Integrations: Listed integrations include Google Suite, Microsoft Suite, Nitrogen Wealth, Zoom, DocuSign, Charles Schwab, Calendly, Egnyte, SmartData, and Typeform.
API and Zapier: The maker describes a REST API and Zapier integration, and says full API documentation and Zapier guides are coming soon.
Security: The security page states that data is stored in the United States, encrypted at rest with AES-256 or stronger, and transmitted over TLS 1.2 or later.
Compliance: AdvisorCRM states that it is SOC 2 certified and that it maintains audit trails and role-based access controls.
Meeting data: For Zoom meetings, recordings and transcripts are saved in AdvisorCRM and can be set to auto-delete upon request.
Support: The contact page accepts general inquiries, support requests, and feedback, and offers demo scheduling.
Intended users: AdvisorCRM describes itself as built for financial advisors and says its founders previously built and operated an advisory practice.
Plan limits: The free Core CRM plan limits included users to three and AI meeting notes to manual uploads; Workflows & AI includes up to five users.
Price from: $59/mo

Where it ranks on The Geeks Club

Best Financial Services CRM Software in 2026#2 of 28

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Sources

advisorcrm.com· checked 3 Oct 2026
advisorcrm.com/pricing· checked 3 Oct 2026
advisorcrm.com/all-features· checked 3 Oct 2026
advisorcrm.com/integrations· checked 3 Oct 2026
advisorcrm.com/apis· checked 3 Oct 2026
advisorcrm.com/security· checked 3 Oct 2026
advisorcrm.com/integrations/zoom· checked 3 Oct 2026
advisorcrm.com/contact· checked 3 Oct 2026
advisorcrm.com/about· checked 3 Oct 2026