Compare every advisor CRM on price, connections and firm size

Every tool we have checked that is still sold to advisors. Each price shows where it came from and the date we read it. Where a vendor doesn't publish its price, we say so.

Guide: how to choose a CRM Shortlists by price, custodian and firm size

30tools listed

21publish a price on their own site

21prices we checked ourselves in the 30 days to Oct 28

13list a connection to Schwab, Fidelity, Pershing or Altruist on their own site

What these advisor CRMs connect to most

Number of advisor CRMs whose own site lists a connection to each. Click one to filter the table.

SEI4 tools

LPL Financial3 tools

RBC3 tools

Axos Advisor Services2 tools

How much vendors tell you

Price30 advisor CRMs

21 publish it on their site9 no price we could find

Connections345 listed

180 say which way data moves28 sign-on or some detail137 a logo or name only

Showing 30 of 30 advisor CRMs

Sort by

		Firm size	Custodian connections
AdviAlly All-in-one CRM and personal finance management software for financial professionals and their clients.	From $99.99/user/mo Checked on the vendor's site · Oct 6	Solo2-56-2021+ Solo advisor, Small team (2 to 5), Growing firm (6 to 20), Large firm (21+) Vendor says	No custodian connection listed
Advisor360° for RIAs Advisor360°'s platform for independent RIAs: grow, serve clients and stay compliant.	No price found No price on their site · looked Oct 6	Not assessed yet	No custodian connection listed
AdvisorCRM AI-powered advisor platform combining CRM, portfolio management, ticketing and back-office processing.	Free plan Checked on the vendor's site · Oct 6	Not assessed yet	Charles Schwab · Data in + single sign-on checked
AdvisorEngine Wealth management platform combining a CRM, digital onboarding, portfolio management tools and a client portal.	From $69/user/mo One person: about $207 a month (our sum) Checked on the vendor's site · Oct 6	Not assessed yet	Charles Schwab (Schwab Advisor Center) · Data in + single sign-on checked, source from 2021Fidelity · Listed, no detail given checkedPershing · Listed, no detail given checkedSEI · Listed, no detail given checked
Advisors Assistant Software for advisors to manage contacts, investments and insurance in one program.	From $52/user/mo Checked on the vendor's site · Oct 6	Not assessed yet	Charles Schwab · Data in checkedFidelity NFS · Data in checkedPershing · Data in checkedPershing NetX360 · Single sign-on only checkedLPL Financial · Data in checkedand 6 more on the profile
Advyzon One advisor platform that automates billing, rebalancing and scheduling and keeps documents secure.	No price found No price on their site · looked Oct 6	Not assessed yet	Charles Schwab (Schwab Advisor Center) · Data in and out + single sign-on checkedFidelity Institutional (Wealthscape) · Data in + single sign-on checkedBNY Mellon \| Pershing (NetX360) · Data in + single sign-on checkedShareholders Service Group (SSG) · Data in + single sign-on checkedTradePMR (Fusion) · Data in and out + single sign-on checkedand 1 more on the profile
Altitude CRM AI-native CRM for RIAs and wealth managers, with a built-in AI assistant that automates admin.	From $900/user/yr One person: about $75 a month (our sum) Checked on the vendor's site · Oct 20	Solo2-56-2021+ Solo advisor, Small team (2 to 5), Growing firm (6 to 20), Large firm (21+) Vendor says	No custodian connection listed
Arcons Technology Cloud suite for advisors and RIAs covering billing, CRM, reporting, trading and client portal.	No price found No price on their site · looked Oct 6	Not assessed yet	Charles Schwab · Listed, no detail given checkedFidelity · Listed, no detail given checkedHilltop Holdings · Listed, no detail given checked
Avantos AI-native client management system using AI agents for onboarding and ongoing relationship management.	No price found No price on their site · looked Oct 6	Not assessed yet	No custodian connection listed
Black Diamond CRM CRM built for wealth management firms, offered in three editions on Salesforce or Microsoft Dynamics.	No price found No price on their site · looked Oct 6	Not assessed yet	No custodian connection listed
Envestnet Tamarac Web-based CRM for independent advisors that integrates with Office 365, Outlook and Tamarac reporting and trading.	No price found No price on their site · looked Oct 6	Not assessed yet	Schwab (Schwab Advisor Center) · Data out + single sign-on checkedSchwab Advisor Center (alerts) · Data in checked
Equisoft/connect Advisor CRM that keeps insurance policies, investments and client profiles together in one place.	From $95/user/mo Checked on the vendor's site · Oct 6	Not assessed yet	No custodian connection listed
FinTurk Intelligent CRM for financial advisors that covers everything from client reviews to portfolio management.	From $90/user/mo Checked on the vendor's site · Oct 26	Not assessed yet	No custodian connection listed
LeadCenter.AI AI-powered advisor CRM that automates marketing, sales, operations and reporting in one platform.	From $78/user/mo Checked on the vendor's site · Oct 6	Not assessed yet	No custodian connection listed
Less Annoying CRM Simple CRM for people who have outgrown a spreadsheet but want fewer features than most CRMs.	From $15/user/mo Checked on the vendor's site · Oct 6	Solo2-56-2021+ Solo advisor, Small team (2 to 5) Vendor says	No custodian connection listed
Maximizer Customizable CRM with AI insights, with editions built for wealth, insurance and financial services teams.	From $65/user/mo Checked on the vendor's site · Oct 6	Solo2-56-2021+ Solo advisor, Small team (2 to 5), Growing firm (6 to 20), Large firm (21+) Vendor says	No custodian connection listed
Microsoft Dynamics 365 Sales Microsoft's general-purpose sales CRM with built-in AI agents for qualifying leads and closing deals.	From $65/user/mo Checked on the vendor's site · Oct 6	Not assessed yet	No custodian connection listed
NexJ Wealth-management CRM putting client data and advisor tools in one integrated desktop.	No price found No price on their site · looked Oct 6	Solo2-56-2021+ Large firm (21+) Vendor says	No custodian connection listed
OmegaFP One system for advisors to manage clients, automate busywork and get help from an AI teammate.	From $125/user/mo Checked on the vendor's site · Oct 6	Solo2-56-2021+ Large firm (21+) Vendor says	No custodian connection listed
Practifi CRM built for RIAs, offered as AI-native Sentir or configurable, AI-compatible Naya.	From $135/user/mo Checked on the vendor's site · Oct 6	Solo2-56-2021+ Small team (2 to 5), Growing firm (6 to 20), Large firm (21+) Vendor says	Schwab (OpenView Gateway) · Data out checkedPershing (NetX360) · Data in and out checked
ProTracker Cloud-based CRM that helps financial planners and wealth managers get more done.	From $995/user/yr One person: about $82.92 a month (our sum) Checked on the vendor's site · Oct 6	Solo2-56-2021+ Solo advisor, Small team (2 to 5), Growing firm (6 to 20), Large firm (21+) Vendor says	No custodian connection listed
Quivr Salesforce-based CRM built by advisors to run the whole firm's day-to-day operations.	From $250/mo for 1 user Checked on the vendor's site · Oct 6	Not assessed yet	Charles Schwab · Data link, direction not stated checked
Redtail Advisor CRM for organizing client relationships, automating workflows and simplifying compliance in one platform.	From $39/user/mo Checked on the vendor's site · Oct 6	Solo2-56-2021+ Solo advisor, Small team (2 to 5), Growing firm (6 to 20), Large firm (21+) Vendor says	Schwab Advisor Center · Data in + single sign-on checkedFidelity Institutional for Custody (Wealthscape) · Data in and out + single sign-on checkedFidelity Institutional for Clearing · Data in checkedPershing (NetX360) · Data out + single sign-on checkedAxos Advisor Services · Data in checkedand 6 more on the profile
Ridgeline AI-native investment platform combining client engagement, portfolio management, trading, compliance, accounting and reporting.	No price found No price on their site · looked Oct 6	Not assessed yet	No custodian connection listed
Salesforce Financial Services Cloud Salesforce CRM for financial services that unifies banking, wealth and insurance data around each client.	From $325/user/mo Checked on the vendor's site · Oct 6	Not assessed yet	No custodian connection listed
Slant AI-led CRM for financial advisors that surfaces what matters and offloads busywork.	From $150/user/mo Checked on the vendor's site · Oct 6	Not assessed yet	Charles Schwab · Data in checkedFidelity Investments (Integration Xchange) · Data in checkedBNY Pershing · Data in checkedAltruist · Data in checkedInteractive Brokers · Data in checkedand 4 more on the profile
SmartOffice All-in-one CRM and agency management platform covering both insurance and investment business.	No price found No price on their site · looked Oct 6	Not assessed yet	Charles Schwab · Data in checkedFidelity Wealthscape · Data in and out + single sign-on checkedPershing · Data in checkedLPL Branchnet · Data in checkedFOLIOfn · Data in checkedand 1 more on the profile
Toolkit Advisor CRM with your client service model and service packages built in.	From $26/user/mo Checked on the vendor's site · Oct 6	Not assessed yet	No custodian connection listed
Wealthbox Advisor CRM with workflows, pipeline, reporting, email and built-in AI in one system.	From $59/user/mo Checked on the vendor's site · Oct 6	Solo2-56-2021+ Solo advisor, Small team (2 to 5), Growing firm (6 to 20), Large firm (21+) Vendor says	Schwab · Data in + single sign-on checkedFidelity (Wealthscape) · Data in + single sign-on checkedAltruist · Data link, direction not stated checkedLPL Financial (ClientWorks) · Data in + single sign-on checkedAssetMark · Data in checkedand 6 more on the profile
WealthY AI-first platform putting an advisor's inbox, meetings, tasks, paperwork and client portal in one place.	From $129/advisor/mo Checked on the vendor's site · Oct 6	Not assessed yet	Charles Schwab · Data link, direction not stated checkedFidelity Clearing Canada · Data in checkedNBIN · Data in checkedAviso Wealth · Data in checked

What one person pays per month

Advisor CRMs

Cheapest plan for one person, per month (our sum from each price page). 21 of 30 advisor CRMs have a US-dollar price we can put per person.