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Tech riderRev. 3 Oct 2026

AdvisorCRM

Ch 056.7of 28 Financial Services CRM Software
  1. 1Runs onAPI, Web
  2. 2CostsFree plan · paid from $59/mo
  3. 3Compliance workflowsYes
  4. 4Opportunity managementYes
  5. 5Audit trailYes
  6. 6Deploymentcloud
  7. 7Email and calendar syncYes
7 lines stated Written from the maker's own pages: advisorcrm.com
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The AdvisorCRM homepage

Overview

AdvisorCRM is ranked #5 of 28 in financial services CRM software on Specifiction. 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
Yesadvisorcrm.com
Compliance workflows
Yesadvisorcrm.com
Opportunity management
Yesadvisorcrm.com
Audit trail
Yesadvisorcrm.com
Deployment
cloudadvisorcrm.com
Email and calendar sync
Yesadvisorcrm.com

Facts

Purpose
AdvisorCRM combines CRM, portfolio management, ticketing, and back-office processing for financial advisors.advisorcrm.com · 3 Oct 2026
Client management
The platform includes contact management, tags and segmentation, tasks, deals, and opportunities.advisorcrm.com · 3 Oct 2026
Meeting notes
Its AI meeting tools can generate agendas, transcribe Zoom meetings, update CRM records, and draft follow-up emails.advisorcrm.com · 3 Oct 2026
Portfolio data
AdvisorCRM says it can mirror custodian transactions, positions, cash, goals, alerts, and performance metrics.advisorcrm.com · 3 Oct 2026
Integrations
Listed integrations include Google Suite, Microsoft Suite, Nitrogen Wealth, Zoom, DocuSign, Charles Schwab, Calendly, Egnyte, SmartData, and Typeform.advisorcrm.com · 3 Oct 2026
API and Zapier
The maker describes a REST API and Zapier integration, and says full API documentation and Zapier guides are coming soon.advisorcrm.com · 3 Oct 2026
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.advisorcrm.com · 3 Oct 2026
Compliance
AdvisorCRM states that it is SOC 2 certified and that it maintains audit trails and role-based access controls.advisorcrm.com · 3 Oct 2026
Meeting data
For Zoom meetings, recordings and transcripts are saved in AdvisorCRM and can be set to auto-delete upon request.advisorcrm.com · 3 Oct 2026
Support
The contact page accepts general inquiries, support requests, and feedback, and offers demo scheduling.advisorcrm.com · 3 Oct 2026
Intended users
AdvisorCRM describes itself as built for financial advisors and says its founders previously built and operated an advisory practice.advisorcrm.com · 3 Oct 2026
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.advisorcrm.com · 3 Oct 2026

Best AdvisorCRM alternatives

See all 20
All accessCh 01 Zoho CRM Free planFree trialAndroid from $14/mo7.8 All accessCh 02 Creatio CRM Free trialAndroidAPI 6.9 All accessCh 03 Total Expert Free planAndroidAPI from $100/mo6.9 All accessCh 04 Salesforce Financial Services Cloud Free trialAndroidAPI from $325/mo6.8 All accessCh 06 InsuredMine Free trialAndroidiOS 6.7 All accessCh 07 Oracle Siebel CRM AndroidAPI from $68.75/mo6.7

Where it ranks on Specifiction

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Sources