AdvisorCRM

Input—per 1M tokens

Output—per 1M tokens

Context—tokens

WeightsClosed

About

AdvisorCRM is ranked #2 of 28 in financial services CRM software on Inferse. It runs on API, Web. There is a free plan. Paid plans start at $59/mo.

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