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SPECIFICTION
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AdvisorCRM

advisorcrm.com

From $59/mo Free plan WebAndroidAPI
Visit advisorcrm.com
Spec score 9.3 #1 of 28 in Financial Services CRM Software

What it is

AdvisorCRM brings client relationship management, portfolio management, ticketing, and back-office processing into a cloud service for financial advisors. Client tools include contacts, tags, segmentation, tasks, deals, and opportunities. AI meeting tools can prepare agendas, transcribe Zoom calls, update CRM records, and draft follow-up emails. AdvisorCRM says it can mirror custodian transactions, positions, cash, goals, alerts, and performance metrics. Listed connections include Google Suite, Microsoft Suite, Nitrogen Wealth, Zoom, DocuSign, Charles Schwab, Calendly, Egnyte, SmartData, and Typeform. The maker describes a REST API and Zapier integration, with full API documentation and Zapier guides still forthcoming. Its 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; it also states SOC 2 certification, audit trails, and role-based access controls. The free Core CRM plan provides unlimited contacts for up to three users, one connected calendar and email, and AI meeting notes by manual upload only. Workflows & AI costs $59 a month for up to five users.

Spec sheet

What it does
AdvisorCRM combines customer relationship management, portfolio management, ticketing, and back-office processing for financial advisors.Read 21 Oct 2026 · advisorcrm.com
Purpose
AdvisorCRM combines CRM, portfolio management, ticketing, and back-office processing for financial advisors.Read 3 Oct 2026 · advisorcrm.com
Intended users
AdvisorCRM describes itself as built for financial advisors and says its founders previously built and operated an advisory practice.Read 3 Oct 2026 · advisorcrm.com
Integrations
Listed connections include Google Suite, Microsoft Suite, Nitrogen Wealth, Zoom, DocuSign, Charles Schwab, Calendly, Egnyte, SmartData, and Typeform.Read 21 Oct 2026 · advisorcrm.com
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.Read 3 Oct 2026 · advisorcrm.com
Compliance
AdvisorCRM states that it is SOC 2 certified and that it maintains audit trails and role-based access controls.Read 3 Oct 2026 · advisorcrm.com
Support
The Zoom integration page directs users to [email protected] and a Help Center for assistance.Read 21 Oct 2026 · advisorcrm.com
License
The public materials describe a hosted commercial service and do not state an open-source license; the product is not presented as open source.Read 21 Oct 2026 · advisorcrm.com
AI meetings
Meeting tools can prepare agendas, transcribe Zoom meetings, update CRM records, and draft follow-up emails.Read 21 Oct 2026 · advisorcrm.com
Android app
The Google Play app listing describes advisor profiles, asset tracking, portfolio summaries, and sign-in by email, password, or Google single sign-on.Read 21 Oct 2026 · play.google.com
API and Zapier
The maker describes a REST API and Zapier integration, and says full API documentation and Zapier guides are coming soon.Read 3 Oct 2026 · advisorcrm.com
API documentation limit
The API page says full API documentation and detailed Zapier guides are forthcoming, and directs interested developers to request access.Read 21 Oct 2026 · advisorcrm.com
Client CRM
Its client CRM supports relationship records, communication logs, and client segmentation.Read 21 Oct 2026 · advisorcrm.com
Client management
The platform includes contact management, tags and segmentation, tasks, deals, and opportunities.Read 3 Oct 2026 · advisorcrm.com
Client overview
The client overview dashboard presents task status, portfolio notes, goals, and suggested actions.Read 21 Oct 2026 · advisorcrm.com
Company founded
LinkedIn lists AdvisorCRM as founded in 2024.Read 21 Oct 2026 · linkedin.com
Company headquarters and size
LinkedIn lists the company headquarters as Dallas, Texas, and its size as 2–10 employees.Read 21 Oct 2026 · linkedin.com
Company legal name
The privacy policy identifies AdvisorCRM.com as doing business as Elements Innovation Technologies LLC.Read 21 Oct 2026 · advisorcrm.com
Company ownership
LinkedIn describes AdvisorCRM as privately held.Read 21 Oct 2026 · linkedin.com
Custodian data
Account integration mirrors custodian transactions, positions, cash, and goals for account reporting and alerts.Read 21 Oct 2026 · advisorcrm.com
Document automation
The account-opening workflow generates paperwork with client data prefilled and validation checks.Read 21 Oct 2026 · advisorcrm.com
Encryption and access controls
The security page says data is encrypted at rest with AES-256 or stronger, sent over TLS 1.2 or later, and protected with required multifactor authentication and role-based permissions.Read 21 Oct 2026 · advisorcrm.com
Google and Microsoft sync
Google integration covers email, calendar, Meet, and Drive, while Microsoft integration covers Exchange or Office 365 email, calendar, and OneDrive.Read 21 Oct 2026 · advisorcrm.com
Google Play data disclosure
The app's Google Play data-safety section says the developer declares no data collected and no data shared with third parties.Read 21 Oct 2026 · play.google.com
Hosting model
The terms describe the CRM as a web-based system, and the company describes hosting across AWS and Google Cloud rather than a self-hosted deployment.Read 21 Oct 2026 · advisorcrm.com
Independent reviews
Searches of the named review platforms did not surface an opened product review page for AdvisorCRM with an attributable user rating and review count.Read 21 Oct 2026 · g2.com
Insurance management
The insurance module processes policy statements and can connect to vendors for quotes and policy replacement or rollover opportunities.Read 21 Oct 2026 · advisorcrm.com
Limit: API documentation
Developers cannot consult complete public API documentation or detailed Zapier guides on the API page, which says those materials are coming soon.Read 21 Oct 2026 · advisorcrm.com
Limit: pricing transparency
Enterprise and Compliance Suite prices are not stated numerically on the pricing page and require contacting the company.Read 21 Oct 2026 · advisorcrm.com
Meeting data
For Zoom meetings, recordings and transcripts are saved in AdvisorCRM and can be set to auto-delete upon request.Read 3 Oct 2026 · advisorcrm.com
Meeting notes
Its AI meeting tools can generate agendas, transcribe Zoom meetings, update CRM records, and draft follow-up emails.Read 3 Oct 2026 · advisorcrm.com
Notable news
On February 25, 2026, the company announced Trove, a service designed to identify advisory and insurance opportunities by monitoring client information across connected systems.Read 21 Oct 2026 · advisorcrm.com
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.Read 3 Oct 2026 · advisorcrm.com
Portfolio data
AdvisorCRM says it can mirror custodian transactions, positions, cash, goals, alerts, and performance metrics.Read 3 Oct 2026 · advisorcrm.com
Portfolio management
Portfolio tools track investments, compare performance with benchmarks, and produce customizable client reports.Read 21 Oct 2026 · advisorcrm.com
Praise: T3 survey
In the 2026 T3/Inside Information software survey, six respondents listed AdvisorCRM among programs they were considering; the survey table shows a product rating of 8.75 and no 2024 comparison value.Read 21 Oct 2026 · t3technologyhub.com
Rating on Google Play
No user rating or review count is displayed on the opened Google Play listing; it shows 1+ downloads.Read 21 Oct 2026 · play.google.com
REST API
The company describes a REST API that provides access to platform functionality for integrations and custom workflows.Read 21 Oct 2026 · advisorcrm.com
Security and certification
AdvisorCRM reports SOC 2 certification and says customer data is stored in the United States on AWS and Google Cloud.Read 21 Oct 2026 · advisorcrm.com
Security testing
The company says it runs automated code and dependency scans and conducts an independent annual penetration test.Read 21 Oct 2026 · advisorcrm.com
Structured products
Structured-product workflows cover discovery, due diligence, allocation, cash management, and execution.Read 21 Oct 2026 · advisorcrm.com
System requirements
The pages reviewed identify web access and an Android app but do not state specific browser, operating-system, or hardware requirements.Read 21 Oct 2026 · advisorcrm.com
Tax information
The tax module stores and compares client tax-return details year over year and can source transcripts and insights through integrations.Read 21 Oct 2026 · advisorcrm.com
Workflow ticketing
A ticketing system tracks workflows and can pull account information into those workflows.Read 21 Oct 2026 · advisorcrm.com
Zapier extensibility
AdvisorCRM offers Zapier automation to connect workflows with other apps without writing code.Read 21 Oct 2026 · advisorcrm.com

Plans and prices

Core CRM Free Free Unlimited contacts · Up to 3 users · One calendar and email sync · Custodian integration · AI meeting notes by manual upload Read 21 Oct 2026 · advisorcrm.com
Workflows & AI $59 a month $59 per month Up to 5 users · Auto-joining AI meeting notetaker · Custodial alerts and advanced automation · Unlimited calendars and email accounts · Auto-filled forms and e-signatures · Zapier automation · Structured product, insurance, and tax modules Read 21 Oct 2026 · advisorcrm.com
Performance Reporting $97 a month $97 per month Advanced analytics and portfolio reporting dashboards Read 21 Oct 2026 · advisorcrm.com
Trading & Billing $499 a month $499 per month Integrated trading · Automated client billing Read 21 Oct 2026 · advisorcrm.com
Compliance Suite Priced on request Contact us Compliance and regulatory management tools Read 21 Oct 2026 · advisorcrm.com
Enterprise Priced on request Custom Dedicated account manager and onboarding · Custom integrations and API access · SSO and advanced security controls · Unlimited clients and usage subject to fair use · Custom SLA and premium support Read 21 Oct 2026 · advisorcrm.com

Every AdvisorCRM plan and price →

Strong points and limits

Strong points

  • Free Core CRM includes unlimited contacts.
  • AI tools can transcribe Zoom meetings and draft follow-ups.
  • Portfolio data can include custodian transactions and performance metrics.
  • SOC 2 certification, audit trails, and role-based access controls are stated.
  • Integrations include Zoom, DocuSign, and Charles Schwab.

Limits

  • Free Core CRM is limited to three users.
  • Free meeting notes are manual-upload only.
  • Workflows & AI costs $59 a month.
  • Full API documentation and Zapier guides are forthcoming.

Who it suits

AdvisorCRM suits financial advisors looking to manage client records, opportunities, portfolio data, and meeting follow-up in one platform. Its free plan supports up to three users, while paid plans extend user capacity and add workflows or reporting.

Verdict

AdvisorCRM specifies a broad set of advisor-focused client, portfolio, and meeting tools, with a free entry plan and paid options. Check the three-user cap and manual-upload restriction if considering Core CRM.

Where Specifiction places it

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