CRM shortlists
Best CRM for financial advisors? Shortlists by price, custodian and firm size
There is no single best advisor CRM: it depends on your custodian, your team and your budget. So instead of a winner, here are short lists drawn from the facts we hold on all 30, each with the rule that made it.
Lowest cost for one person
The rule: The five lowest monthly costs for one person on the cheapest plan, worked out from each vendor's own price page (our sum). 21 of the 30 advisor CRMs have a price we can put per person. Check each plan's limits, shown with it.
| Tool | One person, cheapest plan (our sum) | Why it's on this list | Where the price came from |
|---|---|---|---|
| Free for one person | Cheapest plan: Core CRM, Free | Checked on the vendor's site · Oct 6 | |
| $15 a month for one person | Cheapest plan: Everything included, $15/user/mo | Checked on the vendor's site · Oct 6 | |
| $26 a month for one person | Cheapest plan: Business Ultimate, $26/user/mo | Checked on the vendor's site · Oct 6 | |
| $39 a month for one person | Cheapest plan: Launch, $39/user/mo | Checked on the vendor's site · Oct 6 | |
| $52 a month for one person | Cheapest plan: Core CRM, $52/user/mo | Checked on the vendor's site · Oct 6 |
Has a free plan
The rule: The vendor's own price page lists a plan at no charge.
| Tool | One person, cheapest plan (our sum) | Why it's on this list | Where the price came from |
|---|---|---|---|
| Free for one person | Core CRM | Checked on the vendor's site · Oct 6 |
Connects to Schwab, Fidelity, Pershing or Altruist
The rule: The advisor CRMs whose own site lists a connection to Schwab, Fidelity, Pershing or Altruist, with what each connection does as the vendor describes it. Tools with the most connections that say which way data moves come first; a name in a logo list counts for nothing here. Then lowest cost.
| Tool | Schwab | Fidelity | Pershing | Altruist | One person, cheapest plan (our sum) |
|---|---|---|---|---|---|
| Data in | Data in | Data in | Data in | $150 a month for one person | |
| Data in | In and out Data in Data in | Data out | Listed | $39 a month for one person | |
| Data in | Data in | Data in Sign-on only | $52 a month for one person | ||
| In and out | Data in | Data in | |||
| Data in | In and out | Data in | |||
| Data in | Data in | Listed | Data link | $59 a month for one person | |
| Data out | In and out | $135 a month for one person | |||
| Data in | Free for one person | ||||
| Data in | Listed | Listed | $207 a month for one person | ||
Data out Data in | |||||
| Data link | $129 a month for one person | ||||
| Data link | $250 a month for one person | ||||
| Listed | Listed |
Sends data out to a custodian, not only in
The rule: The vendor's own site says data goes from the CRM to a custodian, for example to start a new-account form. 6 of the 13 CRMs that list any custodian connection say this.
| Tool | One person, cheapest plan (our sum) | Why it's on this list | Where the price came from |
|---|---|---|---|
| $39 a month for one person | Fidelity Institutional for Custody (Wealthscape), Pershing (NetX360) | Checked on the vendor's site · Oct 6 | |
| $59 a month for one person | Fusion | Checked on the vendor's site · Oct 6 | |
| $135 a month for one person | Schwab (OpenView Gateway), Pershing (NetX360) | Checked on the vendor's site · Oct 6 | |
| Charles Schwab (Schwab Advisor Center), TradePMR (Fusion) | No price on their site · looked Oct 6 | ||
| Schwab (Schwab Advisor Center) | No price on their site · looked Oct 6 | ||
| Fidelity Wealthscape | No price on their site · looked Oct 6 |
By the firm sizes the vendor states
The rule: Firm sizes the vendor's own site says it suits; each profile quotes their words. 20 of the 30 advisor CRMs don't say, so they aren't in these groups.
Solo advisor
Small team (2 to 5)
Growing firm (6 to 20)
Large firm (21+)
Every advisor CRM with a price, by what one person pays
The rule: All 21 advisor CRMs whose price we can put per person, lowest first (our sum from each price page). The other 9 are listed below.
What one person pays per month
Advisor CRMsNo price published
The rule: We couldn't find a price on these vendors' sites. Ask them for one, and for any setup fee and the contract length.
| Tool | Where we looked |
|---|---|
| No pricing page; the RIA page (/ria), the RIAs page (/rias), the Advisor360° Office offer page and /pricing (redirects to the homepage) checked. Sales is by contact form only. Last looked Oct 6. | |
| No pricing published; homepage checked and there is no /pricing page. Last looked Oct 6. | |
| No pricing published; homepage, /pricing (no such page), the CRM, billPort, clientPort and tradePort pages and the free-account page checked. Last looked Oct 6. | |
| No pricing page; the homepage, the Onboarding, Relationship Intelligence and Servicing Platform pages and avantos.ai/pricing (no such page) checked. Sales is by demo booking only. Last looked Oct 6. | |
| No prices published; CRM solution page checked and there was no /pricing page on 2026-10-06. The page offers Request Demo only. Last looked Oct 6. | |
| No pricing page; the Tamarac page (/tamarac), the Tamarac CRM page (/wealth-management/crm) and envestnet.com/pricing (no such page) checked. Sales is by demo request only. Last looked Oct 6. | |
| No pricing published; homepage, advisor solution page and platform page checked, there is no /pricing page. Last looked Oct 6. | |
| No prices published; homepage, integrations, client engagement and wealth pages checked and there was no /pricing page on 2026-10-06. The site offers See a Demo only. Last looked Oct 6. | |
| No pricing published; neither smartoffice.zinnia.com/pricing nor /us/pricing exists; homepage, partners, learn-more, advisor and RIA solution pages and zinnia.com/products/smartoffice checked. Last looked Oct 6. |
