Best CRM For Financial Advisors

Financial advisors need a CRM that goes beyond a contact list—it's a reliable partner that streamlines their daily tasks and makes them efficient.  With an ever-growing list of clients, complex portfolios to manage, and a constant stream of tasks, the right CRM can be a game-changer. In this listicle, we’ll explore the best CRMs for financial advisors—tools designed to help professionals stay on top of their game while offering an intuitive user experience that simplifies client management. Let’s dive into the top options to elevate your practice. 

Software Name	Our Rating	Key Features	Pricing (Starting at)
Wealthbox	N/A	Centralized client data, opportunity pipelines, live activity feeds, mobile app	$59/user/month
Zoho CRM	4.7	AI-powered lead scoring, client portfolio management, real-time sales pipeline visualization	$20/user/month
EngageBay CRM	4.6	Sales and marketing automation, customizable email campaigns, analytics, pipeline tracking	$0/user/month
Redtail Technology	N/A	Centralized client database, customizable reporting, secure document storage, automation	$45/user/month
Salesforce Financial Services Cloud (FSC)	N/A	AI-powered analytics, client data consolidation, dashboards, compliance tracking	$0/month
Creatio	4.6	360-degree client view, AI-powered lead management, real-time analytics, forecasting	$25/user/month
Monday CRM	4.6	Customizable boards, sales pipeline, task assignments, integrated email tracking	$15/seat/month
Pipedrive CRM	4.5	Visual pipelines, AI-driven sales prompts, email and calendar sync, forecasting tools	$19/seat/month
Apptivo	N/A	Lead management, task tracking, project management, Gantt charts, email integration	$20/user/month

Wealthbox is a cloud-based CRM designed for financial advisors. It offers features that help manage contacts, tasks, and emails in one centralized location, allowing advisors to manage client relationships and grow their practices by organizing client data, tracking interactions, and automating routine tasks. 

This tool helps advisors manage contacts, sync emails, and keep tasks organized and streamlined. It is done through opportunity pipelines, live activity feeds, and reporting dashboards. All of these are available on a mobile app. Wealthbox aims to centralize client databases with activity streams supporting collaboration. This enables advisors to focus on delivering personalized service. 

Pros And Cons Of Wealthbox 

Pros	Cons
Send out bulk emails to all clients, or narrow it down to particular groups  Centralizes all critical information without complex training or systems  Email tracking lets you know precisely when clients open your emails	Cannot add custom fields on the main client or household page  Household and client records have unlinked fields, causing inconsistencies

Wealthbox Pricing 

Wealthbox offers a range of pricing plans tailored to meet the diverse needs of various businesses. These are: 

• Basic: $59/user/month 
• Pro: $75/user/month 
• Premier: $99/user/month 
• Enterprise: Custom pricing 

Disclaimer: The pricing is subject to change. 

Zoho CRM software is a cloud-based solution designed to help financial advisors streamline core tasks like managing client portfolios, tracking financial goals, and automating appointment reminders. With seamless integrations to tools like Google Workspace and Slack, advisors can easily sync client data, automate financial reports, and stay connected with clients, all while providing tailored, efficient service. 

The platform utilizes AI through its assistant to provide actionable insights, enhancing lead scoring and follow-up procedures. It also offers robust security features, including role-based access controls, data encryption, and audit logs, to meet the stringent standards of the financial industry.  

Pros And Cons Of Zoho CRM 

Pros	Cons
Allows users to customize modules, fields, layouts, workflows, and dashboards  Features a dedicated mobile app for managing leads and deals on the go  Automatically creates endpoints for new fields, simplifying system integration	Sometimes it takes time for website to fully load  Migrating data and building complex workflows takes time

Zoho CRM Pricing 

Zoho CRM offers a variety of pricing plans to fit different business needs, with all monthly prices based on a per-user basis. 

• Standard: $20/user/month 
• Professional: $35/user/month 
• Enterprise: $50/user/month 
• Ultimate: $65/user/month 

Disclaimer: The pricing is subject to change. 

EngageBay is an all-in-one CRM solution designed for growing businesses, including financial advisors, seeking to unify their marketing, sales, and customer support efforts. Its easy setup and seamless integration reduce both complexity and operational costs, enabling financial advisors to focus on building strong client relationships and delivering consistent, personalized service. 

Key features, such as sales and marketing automation, customizable email campaigns, and detailed contact management, enable financial advisors to nurture prospects and maintain strong client relationships. Robust analytics and pipeline tracking allow users to monitor client relationships and make informed decisions, all while maintaining seamless communication. 

Pros And Cons Of EngageBay CRM 

Pros	Cons
Workflows and lead-nurturing automation save a lot of time  Easy to create forms and landing pages  The email builder is easy to use via drag-and-drop	Lack of push notifications on the mobile app  Selection of pre-built templates in email marketing is limited

EngageBay CRM Pricing 

EngageBay offers the following pricing plans: 

• Free: $0/user/month 
• Basic: $14.99/user/month 
• Growth: $64.99/user/month 
• Pro: $119.99/user/month 

Disclaimer: The pricing is subject to change. 

Redtail CRM is a cloud-based customer relationship management system specifically developed for financial advisors and their teams to improve efficiency, reduce client attrition, and increase revenue. This cloud infrastructure enables real-time updates and secure data storage, allowing advisors to stay organized and efficient without the need for on-premises installations or complex IT support. 

Key features include a centralized client database and customizable reporting with automation. The system also integrates with financial planning tools, offers secure document storage, and supports compliant communication via email and text.  

Pros And Cons Of Redtail Technology 

Pros	Cons
Provides comprehensive client data that is easy to find and maintain  Streamlined workflows and centralized data for better time management  Attach accounts, files, and limitless notes to any activity for seamless tracking	PDFs need to be clicked through pages instead of scrolling  Gets logged out of the chat too often

Redtail Technology Pricing 

Redtail Technology offers three main price plans, which are: 

• Launch Plan: $45/user/month 
• Growth Plan: $65/user/month 
• Enterprise Plan: Custom pricing 

Launch and Growth plan includes a free trial. 

Disclaimer: The pricing is subject to change. 

Salesforce Financial Services Cloud is a CRM platform built on the Salesforce ecosystem, designed to accelerate productivity for financial professionals. It consolidates client data into a unified view, including financial accounts, relationships, life events, and goals, enabling efficient client management and proactive service through automated compliance. 

With AI-powered analytics via Salesforce Einstein, it provides predictive insights and real-time recommendations to enhance engagement and growth. Other key features include dashboards, compliance tracking, integration with financial tools, and role-specific interfaces for various workflows. 

Pros And Cons Of Salesforce 

Pros	Cons
Offers powerful automation and customization features  Build accurate sales forecasts and align metrics with business goals  Maintain a clear sales pipeline, track changes, and prioritize deals with AI insights	The initial setup and usage require some training  Some parts of the interface can be unintuitive

Salesforce Pricing 

Salesforce mainly offers three pricing plans. 

• Salesforce Foundations: $0/month 
• Starter Suite: $25/user/month 
• Pro Suite: $100/user/month 

Disclaimer: The pricing is subject to change. 

Creatio is an AI-native, no-code CRM platform that automates workflows and integrates with business process management. Built on its core Studio Creatio platform, it enables advisors to create custom applications and manage the entire client journey—from lead acquisition to ongoing support. 

Creatio offers a comprehensive suite of features, including a 360-degree client view, automated lead and opportunity management, and AI-powered tools for predictive scoring and wise decisions. It provides real-time analytics and forecasting to help with insights into portfolio and client behavior. It also ensures security and compliance through SOC 2 Type II certification, providing data protection, anomaly detection, and quick recovery. 

Pros And Cons Of Creatio 

Pros	Cons
Allows work in groups without causing conflict among developers  Efficiently manages workflows for easy, quick finance consultation  Can be adapted to support multiple workflows within the organization	More elaborate or structured Academy would be good  Limited docs and small community hinder issue resolution

Creatio Pricing 

Creatio offers three pricing plans: 

• Growth Plan: $25/user/month 
• Enterprise Plan: $55/user/month  
• Unlimited Plan: $85/user/month 

Disclaimer: The pricing is subject to change. 

monday.com software is a cloud-based customer relationship management platform that offers customizable boards, columns, and templates, allowing financial advisors to create workflows that suit their specific needs. By providing a single platform for workflow, it enables advisors to streamline operations and maintain a clear overview of their business activities. 

Monday CRM offers a range of valuable features, including customizable sales pipelines, task assignments, integrated email tracking, and centralized document management. It stands out for its flexible integration with a wide range of tools, like Microsoft Outlook, Slack software, Zoom, and many more. With drag-and-drop customization, resource management, and built-in AI tools, it is a strong choice for improved efficiency and compliance. 

Pros And Cons Of Monday CRM 

Pros	Cons
Provides clear, immediate visibility into deal statuses  Effectively manages weekly 1:1 meetings, improving structure and outcomes  Requires and cultivates whole team buy-in for optimal functionality	Some configuration errors are not easily rectifiable  Excessive customization may cause confusion and disorganized dashboard connections

Monday CRM Pricing 

Monday CRM offers four pricing plans depending on the number of seats 

• Basic: $15/seat/month 
• Standard: $20/seat/month 
• Pro: $33/seat/month 
• Enterprise: Custom price 

Disclaimer: The pricing is subject to change. 

Pipedrive CRM is a customer relationship and sales pipeline management solution designed to help businesses and financial advisors organize track leads and automate the sales process. Its visual, kanban-style dashboard makes it easy to monitor every stage of the sales funnel, ensuring that no follow-ups or opportunities are missed.  

Key features include AI-driven sales prompts, email and calendar sync, real-time reporting, and customizable pipelines. Pipedrive also offers powerful forecasting tools and integrations with business applications, that allow financial advisors to easily manage their pipelines and client interactions. 

Pros And Cons Of Pipedrive CRM 

Pros	Cons
Easy to set up and use with minimal configuration  Allows for the creation of custom pipeline stages and fields  Clean interface, easy onboarding, simple data import for quick productivity	Lacks robust features for the post-sales customer lifecycle  Toggling platforms fragments customer view, hinders unified history

Pipedrive CRM Pricing 

Pipedrive provides a variety of subscription plans tailored to meet different business needs, each including a free 14-day trial. These are: 

• Lite Plan: $19/seat/month 
• Growth Plan: $34/seat/month 
• Premium Plan: $64/seat/month 
• Ultimate Plan: $89/seat/month 

Disclaimer: The pricing is subject to change. 

Apptivo is a cloud-based CRM platform designed to help businesses and financial advisors manage their customer relationships and operations with a flexible and integrated suite of applications. The platform centralizes contact information, sales activities, and customer service into one cohesive system. 

Apptivo offers a wide range of features, including lead and contact management, task tracking, and appointment scheduling. It has project management with tools like milestones and Gantt charts, and case management for customer support that enhance efficiency. The platform also facilitates easy data migration and email integration, allowing users to scale their operations. 

Pros And Cons Of Apptivo 

Pros	Cons
Easy customization of information fields and views  Allows adding new fields and sections, and creating custom views  Simple-but-effective campaign launch, tracking and follow-up	Incomplete documentation or user manual to perform more than basic steps  The case management may seem complex to navigate

Apptivo Pricing 

Apptivo CRM has four pricing plans: 

• Lite Plan: $20/user/month 
• Premium Plan: $30/user/month 
• Ultimate Plan: $50/user/month 
• Enterprise Plan: Custom pricing 

Disclaimer: The pricing is subject to change. 

When it comes to finding the best CRM for financial advisors, each platform brings unique strength to the table. Leading CRMs like Wealthbox, Zoho CRM, and Redtail Technology provide key features such as client management, workflow automation, and seamless integration. These tools are essential for boosting efficiency and strengthening relationships within advisory firms. Meanwhile, platforms like EngageBay, Salesforce Engage, Creatio, Monday CRM, Pipedrive, and Apptivo offer similar capabilities, tailored to meet the unique needs of your firm. 

The ideal CRM isn't universal because it's shaped by factors like the scale of your business, how much flexibility you require, the level of customization you expect, and what you're willing to invest. Ultimately, the best choice is the one that aligns with your team's workflow, regulatory needs, and vision for client engagement.