{"id":2754,"date":"2026-10-22T18:42:42","date_gmt":"2026-10-22T15:42:42","guid":{"rendered":"https:\/\/fluidcrm.io\/blog\/?p=2754"},"modified":"2026-10-22T18:42:42","modified_gmt":"2026-10-22T15:42:42","slug":"crm-for-financial-advisors","status":"publish","type":"post","link":"https:\/\/fluidcrm.io\/blog\/crm-for-financial-advisors\/","title":{"rendered":"6 Best CRMs for Financial Advisors in Small Practices"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Most lists of the best CRM for financial advisors rank Wealthbox, Salesforce and sales CRMs as rivals. Wealthbox and Redtail look after the households you already serve, while a sales pipeline wins the ones you don&#8217;t have yet. <a href=\"https:\/\/fluidcrm.io\" target=\"_blank\" rel=\"noopener\">Fluid CRM<\/a> and five other tools below are sorted by that job.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>The best CRM for financial advisors depends on the job. Wealthbox and Redtail manage existing clients and connect to advisor systems. Salesforce Financial Services Cloud fits large firms with an admin, and Fluid CRM, at $16 per seat per month, tracks prospects and referral partners for a small practice.<\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What_to_Look_For_in_a_Financial_Advisor_CRM\"><\/span>What to Look For in a Financial Advisor CRM<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">An advisory practice asks its CRM to do two different jobs. The first is keeping the book in order: households, accounts, review meetings and the notes compliance expects to see. The second is growing the book, which means knowing who you met, who sent them and when you promised to call back.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A household CRM is built around clients who already signed. A prospect gets a contact record and a note, and nothing reminds you to call them in three weeks. My view is that most solo advisors buy a household CRM before they have many households, then keep their real pipeline in a notebook.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If your practice sells planning and advice the way a consultancy sells projects, our <a href=\"https:\/\/fluidcrm.io\/consulting-crm\" target=\"_blank\" rel=\"noopener\">consulting CRM<\/a> page shows how that kind of pipeline works. Here is what to check for each job.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"For_the_clients_you_already_serve\"><\/span>For the clients you already serve<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A household view that ties spouses, children and trusts to one family record<\/li>\n\n\n\n<li>Custodian data feeding in, so balances and accounts are not typed by hand<\/li>\n\n\n\n<li>Activity history that your compliance officer can review<\/li>\n\n\n\n<li>Secure messaging or compliant texting, if you text clients<\/li>\n\n\n\n<li>A sync with your financial planning software<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"For_the_clients_you_want_next\"><\/span>For the clients you want next<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Stages that match how an advisor wins a client, from first intro to accounts opened<\/li>\n\n\n\n<li>A required field for who referred each prospect<\/li>\n\n\n\n<li>One dated next step on every prospect, so &#8220;call me after tax season&#8221; comes back on time<\/li>\n\n\n\n<li>An intake form for your website&#8217;s &#8220;book an intro call&#8221; page<\/li>\n\n\n\n<li>A place to track the CPAs and estate attorneys who send you work<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Can you name the prospects who told you &#8220;call me after tax season&#8221; and the date you promised to call them? If the answer lives in your head, the second list is the one you need first.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Ask_Your_Compliance_Officer_Before_You_Pick_Any_Tool\"><\/span>Ask Your Compliance Officer Before You Pick Any Tool<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Checking with your compliance officer is the step most advisor CRM guides skip, and it decides more than any feature. Registered advisors work under recordkeeping rules for client communications. Broker-dealer reps follow <a href=\"https:\/\/www.finra.org\/rules-guidance\/key-topics\/books-records\" target=\"_blank\" rel=\"noopener\">FINRA&#8217;s books and records rules<\/a>, and registered investment advisers follow <a href=\"https:\/\/www.law.cornell.edu\/cfr\/text\/17\/275.204-2\" target=\"_blank\" rel=\"noopener\">SEC Rule 204-2<\/a>, which covers the written communications an adviser sends and receives.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">What that means in practice depends on your firm, and the person who decides is your compliance officer, not a software vendor. If you are affiliated with a broker-dealer, it may already require a specific CRM and a specific archive. Ask before you sign up for anything, including the tools on this list.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A simple split makes that conversation with compliance easier. Keep account numbers, Social Security numbers, statements and anything else your firm treats as client records in the systems compliance approved. A prospect pipeline needs much less: a name, a stage, who referred them, the next step and a date.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Fluid CRM sits on that second side, and its limits are covered in its entry below. If you want to know where its data is stored, our page on <a href=\"https:\/\/fluidcrm.io\/blog\/crm-eu-data-hosting\/\" target=\"_blank\" rel=\"noopener\">CRM with EU data hosting<\/a> explains the setup.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"The_6_Best_CRMs_for_Financial_Advisors\"><\/span>The 6 Best CRMs for Financial Advisors<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Three of the six tools below are built for advisors: Wealthbox, Redtail and Salesforce Financial Services Cloud. The other three are sales CRMs that advisors use for new business. The table shows which job each one does.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Tool<\/th><th>Job<\/th><th>Best for<\/th><th>Built for advisors<\/th><th>Starting price<\/th><\/tr><\/thead><tbody><tr><td>Fluid CRM<\/td><td>Prospect and referral pipeline<\/td><td>Independent advisors and practices of 1 to 10<\/td><td>No<\/td><td>$16\/seat\/mo or $144\/seat\/yr, 7-day free trial<\/td><\/tr><tr><td>Wealthbox<\/td><td>Client and household CRM<\/td><td>Small to mid-size RIAs<\/td><td>Yes<\/td><td>$59\/user\/mo Basic<\/td><\/tr><tr><td>Redtail<\/td><td>Client and household CRM<\/td><td>Advisors on a broker-dealer or custodian that supports it<\/td><td>Yes<\/td><td>$39\/user\/mo Launch (annual)<\/td><\/tr><tr><td>Salesforce Financial Services Cloud<\/td><td>Full client and sales platform<\/td><td>Large firms with a Salesforce admin<\/td><td>Yes<\/td><td>$325\/user\/mo Core (annual), 30-day trial<\/td><\/tr><tr><td>HubSpot<\/td><td>Sales pipeline plus marketing<\/td><td>Advisors who market with newsletters and seminars<\/td><td>No<\/td><td>Free for 2 users, Starter $20\/seat<\/td><\/tr><tr><td>Pipedrive<\/td><td>Sales pipeline<\/td><td>Practices with a dedicated business development person<\/td><td>No<\/td><td>Lite $14\/seat\/mo (annual)<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"1_Fluid_CRM\"><\/span>1. Fluid CRM<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Job:<\/strong> prospect and referral pipeline.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/fluidcrm.io\/\" target=\"_blank\" rel=\"noopener\">Fluid CRM<\/a> is a visual pipeline for the clients your practice hasn&#8217;t won yet. Every prospect is a card on a board, each card has one dated reminder and a daily digest email lists today&#8217;s follow-ups every morning. We built Fluid CRM for small teams who want the whole pipeline on one screen without setting up a suite.<\/p>\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2000\" height=\"977\" src=\"https:\/\/fluidcrm.io\/blog\/wp-content\/uploads\/2026\/10\/agency-crm-new-business-pipeline.webp\" alt=\"Fluid CRM new business pipeline with stages from enquiry to won, label filter and reminder dots on each card\" class=\"wp-image-1791\" srcset=\"https:\/\/fluidcrm.io\/blog\/wp-content\/uploads\/2026\/10\/agency-crm-new-business-pipeline.webp 2000w, https:\/\/fluidcrm.io\/blog\/wp-content\/uploads\/2026\/10\/agency-crm-new-business-pipeline-300x147.webp 300w, https:\/\/fluidcrm.io\/blog\/wp-content\/uploads\/2026\/10\/agency-crm-new-business-pipeline-1024x500.webp 1024w, https:\/\/fluidcrm.io\/blog\/wp-content\/uploads\/2026\/10\/agency-crm-new-business-pipeline-768x375.webp 768w, https:\/\/fluidcrm.io\/blog\/wp-content\/uploads\/2026\/10\/agency-crm-new-business-pipeline-1536x750.webp 1536w\" sizes=\"auto, (max-width: 2000px) 100vw, 2000px\" \/><\/figure>\n\n\n<p class=\"wp-block-paragraph\">For an advisor, the useful parts are custom fields for referral source, labels for engagement type, unlimited pipelines (one for prospects, one for referral partners), lead capture forms and the REST API and webhooks.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">There is also an MCP connector, so you can ask Claude or ChatGPT which prospects you haven&#8217;t contacted this month.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Jaakko Sahimaa is a business psychologist who started using Fluid CRM to bring structure to a growing business. He had only used it for a short time when he wrote this.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>&#8220;What I especially like is the simplicity and clarity of the system.&#8221;<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The team that builds it is small, and you reach it by writing to the founder. Ritz Steytler of Abacus Partners wrote about that support after his first week.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>&#8220;I do not think I have ever experienced support this responsive.&#8221;<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Best for:<\/strong> independent advisors and practices of 1 to 10 people that win clients through referrals, seminars and introductions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Not for:<\/strong> keeping client records. Fluid CRM has no custodian or financial planning integrations and does not archive messages for compliance, so the households you serve belong in the tool your firm approved.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cost for 5 seats:<\/strong> $720 a year on annual billing or $80 a month, with every feature in the one plan.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2_Wealthbox\"><\/span>2. Wealthbox<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Job:<\/strong> client and household CRM.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.wealthbox.com\" target=\"_blank\" rel=\"nofollow noopener\">Wealthbox<\/a> is a CRM built for advisory firms. It groups contacts into households, tracks tasks and meetings and connects to more than 150 tools. That list includes custodians like Schwab and Fidelity and planning software like eMoney, MoneyGuide and RightCapital.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Basic is $59 per user per month with households, tasks and one opportunity pipeline. Pro is $75 and adds workflows, two-way email sync, broadcast email and three pipelines. Premier is $99 with custom dashboards, and an AI notetaker add-on is $49 per user per month.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Where it falls short:<\/strong> Basic gives you one pipeline, and the workflows that move prospects along start on Pro.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Pick this instead if:<\/strong> you manage households with custodian data and planning software that should all meet in one CRM your whole team will open.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"3_Redtail\"><\/span>3. Redtail<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Job:<\/strong> client and household CRM.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.redtailtechnology.com\" target=\"_blank\" rel=\"nofollow noopener\">Redtail<\/a> is one of the longest-running advisor CRMs, and custodians including Schwab and Pershing have built integrations with it. Its plans include a secure mobile app, detailed reporting, segmentation and access to more than 100 integrations.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Launch is $39 per user per month on annual billing or $45 monthly, and it stops at 5 users. Growth is $59 annual or $65 monthly with unlimited users, and it adds process workflows, automation triggers, document storage and compliant texting.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Where it falls short:<\/strong> it is built around the client record, so a referral partner who sends you two prospects a year is just another contact.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Pick this instead if:<\/strong> your broker-dealer or custodian already works with Redtail, or you need compliant texting and document storage next to the client record.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"4_Salesforce_Financial_Services_Cloud\"><\/span>4. Salesforce Financial Services Cloud<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Job:<\/strong> full client and sales platform.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.salesforce.com\/financial-services\/\" target=\"_blank\" rel=\"nofollow noopener\">Salesforce Financial Services Cloud<\/a> adds a financial data model to Salesforce, with households, financial goals and plans and segmentation built in. It can do almost anything, provided someone configures it.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Core is $325 per user per month, Advanced is $500 and Max is $700, all billed annually. Advanced adds a full sandbox, backup and recovery and the Security Center, and Max adds the full Agentforce suite.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Where it falls short:<\/strong> a 2-person practice would pay $7,800 a year on Core before anyone sets it up, and it needs an admin to stay useful.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Pick this instead if:<\/strong> your firm has a Salesforce admin and needs households, accounts, sales and compliance reporting in one system for dozens of advisors.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"5_HubSpot\"><\/span>5. HubSpot<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Job:<\/strong> sales pipeline plus marketing.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.hubspot.com\" target=\"_blank\" rel=\"nofollow noopener\">HubSpot<\/a> suits an advisor who markets the practice, with a monthly newsletter, retirement seminars and landing pages. The free plan covers up to 2 users with contacts and deals.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Starter lists at $20 per seat per month. Professional is $90 per seat per month on annual billing or $100 monthly, plus a required one-time onboarding fee of $1,500.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Where it falls short:<\/strong> most of what Professional adds is marketing automation, and it is not an advisor CRM, so households and custodian data are not part of it.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Pick this instead if:<\/strong> seminars and email marketing bring in most of your new clients and you want the pipeline and the newsletter in one place.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"6_Pipedrive\"><\/span>6. Pipedrive<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Job:<\/strong> sales pipeline.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.pipedrive.com\" target=\"_blank\" rel=\"nofollow noopener\">Pipedrive<\/a> fits a larger practice where one person&#8217;s whole job is business development. Its pipeline is solid, and its automations and sales reports are built for someone who works deals all day.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">On annual billing, Lite costs $14 per seat per month, Growth $39 and Premium $59. Monthly billing is $24, $49 and $79, and Growth is the first plan with email sync and automations.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Where it falls short:<\/strong> email sync and automations start on Growth, and an advisor who works prospects between client reviews may not use enough of them to justify the step up.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Pick this instead if:<\/strong> you have a full-time business development person who works the pipeline every day and needs sequences and deep reports.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What_a_Two-Tool_Setup_Costs_a_5-Person_Practice\"><\/span>What a Two-Tool Setup Costs a 5-Person Practice<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Advisor CRMs and sales pipelines do different jobs, so many practices end up with one tool for the book and one for the pipeline. Here is what 5 seats cost per year in each setup, with the billing cadence in every row.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Setup<\/th><th>5 seats per year<\/th><th>What it covers<\/th><\/tr><\/thead><tbody><tr><td>Fluid CRM alone<\/td><td>$720 (annual)<\/td><td>Prospects and referral partners only<\/td><\/tr><tr><td>Redtail Launch alone<\/td><td>$2,340 (annual)<\/td><td>Clients and households, up to 5 users<\/td><\/tr><tr><td>Redtail Launch plus Fluid CRM<\/td><td>$3,060 (annual)<\/td><td>Clients in Redtail, new business in Fluid CRM<\/td><\/tr><tr><td>Wealthbox Basic alone<\/td><td>$3,540 (monthly list price)<\/td><td>Clients and households, one pipeline<\/td><\/tr><tr><td>Redtail Growth alone<\/td><td>$3,540 (annual)<\/td><td>Clients plus workflows, documents and compliant texting<\/td><\/tr><tr><td>Wealthbox Basic plus Fluid CRM<\/td><td>$4,260 (Wealthbox monthly, Fluid CRM annual)<\/td><td>Clients in Wealthbox, new business in Fluid CRM<\/td><\/tr><tr><td>Wealthbox Pro alone<\/td><td>$4,500 (monthly list price)<\/td><td>Clients plus workflows, email sync and three pipelines<\/td><\/tr><tr><td>Salesforce Financial Services Cloud Core<\/td><td>$19,500 (annual)<\/td><td>Clients and sales in one configurable platform<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">A solo advisor who is still building a book may need only one row. Fluid CRM is $144 a year for one seat, and a household CRM can wait until there are households to manage, unless your firm already supplies one or your compliance officer says otherwise.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Wealthbox Pro is a fair choice for a practice that wants one system and will use its workflows on both sides.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The two-tool setups make sense when the people who sell are not the people who service, or when your firm already picked the client CRM for you.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you want to check whether any of these pays for itself, our guide to <a href=\"https:\/\/fluidcrm.io\/blog\/crm-roi\/\" target=\"_blank\" rel=\"noopener\">CRM ROI<\/a> walks through the math for a small team.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How_to_Set_Up_an_Advisor_Prospect_Pipeline_in_Fluid_CRM\"><\/span>How to Set Up an Advisor Prospect Pipeline in Fluid CRM<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Most new clients for an advisor arrive as an introduction, and introductions die quietly. A CPA mentions you to a client and the client agrees to a coffee, then the follow-up sits in your inbox under three client review emails.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is the setup we would use for a solo advisor or a practice of up to five.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Step_1_stages_from_first_intro_to_accounts_opened\"><\/span>Step 1: stages from first intro to accounts opened<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Create six stages: Intro received, Discovery meeting booked, Data gathering, Plan presented, Accounts opening and New client. &#8220;Plan presented&#8221; is the stage that matters most, because it holds every prospect who has seen your recommendation and not yet said yes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Add a parking stage called &#8220;Revisit later&#8221; for the people who say &#8220;after tax season&#8221; or &#8220;once the house sale closes&#8221;. Set a reminder on the date they named, and the daily digest puts them back in front of you that morning.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Step_2_record_which_CPA_or_estate_attorney_sent_each_prospect\"><\/span>Step 2: record which CPA or estate attorney sent each prospect<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Add a text field called &#8220;Referred by&#8221; to the pipeline and mark it required, so no deal can be saved without it. At year end, export your deals and you will see which centers of influence sent you clients and which sent nothing.<\/p>\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"458\" src=\"https:\/\/fluidcrm.io\/blog\/wp-content\/uploads\/2026\/05\/fluid-crm-custom-deal-fields.webp\" alt=\"Fluid CRM deal fields settings with a new custom field being added and the option to mark it required\" class=\"wp-image-1007\" srcset=\"https:\/\/fluidcrm.io\/blog\/wp-content\/uploads\/2026\/05\/fluid-crm-custom-deal-fields.webp 1024w, https:\/\/fluidcrm.io\/blog\/wp-content\/uploads\/2026\/05\/fluid-crm-custom-deal-fields-300x134.webp 300w, https:\/\/fluidcrm.io\/blog\/wp-content\/uploads\/2026\/05\/fluid-crm-custom-deal-fields-768x344.webp 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n<p class=\"wp-block-paragraph\">Use labels for the type of work, such as Planning only, Ongoing management and One-off project. Keep account details out of the pipeline. A label that says &#8220;Ongoing management&#8221; tells you what you need to know without putting a client&#8217;s balance in a sales tool.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Step_3_track_your_referral_partners_as_their_own_pipeline\"><\/span>Step 3: track your referral partners as their own pipeline<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The CPAs, estate attorneys and insurance professionals who send you work are relationships to maintain, not contacts to forget. Give them a separate pipeline in Fluid CRM, with a reminder for the next lunch or call and a note of the referrals you sent back.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Our guide on <a href=\"https:\/\/fluidcrm.io\/blog\/how-to-ask-for-referrals\/\" target=\"_blank\" rel=\"noopener\">how to ask for referrals<\/a> covers the scripts and a board for tracking partners. For an advisor, the part that matters is reciprocity, so log every client you send a CPA&#8217;s way next to the ones they sent you.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Step_4_put_an_intake_form_on_your_intro_call_page\"><\/span>Step 4: put an intake form on your intro call page<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Fluid CRM&#8217;s lead capture forms embed on your website. When a prospect fills in the form, they land in Intro received as a deal with their details filled in, instead of as an email you have to copy over.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once someone becomes a client, their care moves to your client CRM and your review schedule. If you have no system for that yet, our guide on how to <a href=\"https:\/\/fluidcrm.io\/blog\/keep-in-touch-with-clients\/\" target=\"_blank\" rel=\"noopener\">keep in touch with clients<\/a> covers a light cadence that doesn&#8217;t turn into a chore.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Financial_Advisor_CRM_FAQ\"><\/span>Financial Advisor CRM FAQ<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<div class=\"schema-faq wp-block-yoast-faq-block\"><div class=\"schema-faq-section\" id=\"faq-question-1792523511733\"><strong class=\"schema-faq-question\">What CRM do most independent financial advisors use?<\/strong> <p class=\"schema-faq-answer\">Many independent advisors use an advisor CRM such as Wealthbox or Redtail for client records, often because their custodian or broker-dealer supports it. Fewer track prospects anywhere structured. A simple sales pipeline like Fluid CRM covers that side for $16 per seat per month.<\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1792523511734\"><strong class=\"schema-faq-question\">Is Wealthbox or Redtail better for a solo advisor?<\/strong> <p class=\"schema-faq-answer\">Redtail Launch is cheaper at $39 per user per month on annual billing, and custodians including Schwab and Pershing integrate with it. Wealthbox Basic is $59 per user per month and connects to custodians like Schwab and Fidelity. Ask your compliance officer which one your firm approves before you choose.<\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1792523511735\"><strong class=\"schema-faq-question\">Can a financial advisor use a general sales CRM?<\/strong> <p class=\"schema-faq-answer\">Yes, for prospects and referral partners, as long as client records stay in the systems your compliance officer approved. A general sales CRM has no custodian integrations or compliance archive. It is a pipeline for new business, not a place for client accounts.<\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1792523511736\"><strong class=\"schema-faq-question\">How much does a CRM cost for a financial advisor?<\/strong> <p class=\"schema-faq-answer\">Advisor CRMs start at $39 per user per month for Redtail Launch on annual billing and $59 for Wealthbox Basic. Salesforce Financial Services Cloud starts at $325 per user per month. A sales pipeline like Fluid CRM is $16 per seat per month or $144 per seat per year.<\/p> <\/div> <\/div>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Pick_a_Financial_Advisor_CRM_for_the_Clients_You_Havent_Met_Yet\"><\/span>Pick a Financial Advisor CRM for the Clients You Haven&#8217;t Met Yet<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Your client CRM keeps the book in order, and your compliance officer decides where client records live. Fluid CRM gives the next client a pipeline, with a stage, a referral source and a date on every prospect. For more on how advice-led firms sell, see our <a href=\"https:\/\/fluidcrm.io\/consulting-crm\" target=\"_blank\" rel=\"noopener\">consulting CRM<\/a> page and our guide to <a href=\"https:\/\/fluidcrm.io\/blog\/crm-for-professional-services\/\" target=\"_blank\" rel=\"noopener\">CRM for professional services<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/fluidcrm.io\/auth?mode=signup\" target=\"_blank\" rel=\"noopener\">Start your 7-day free trial here<\/a>, no credit card required.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Most lists of the best CRM for financial advisors rank Wealthbox, Salesforce and sales CRMs as rivals. Wealthbox and Redtail look after the households you already serve, while a sales pipeline wins the ones you don&#8217;t have yet. Fluid CRM and five other tools below are sorted by that job. The best CRM for financial &#8230; <a title=\"6 Best CRMs for Financial Advisors in Small Practices\" class=\"read-more\" href=\"https:\/\/fluidcrm.io\/blog\/crm-for-financial-advisors\/\" aria-label=\"Read more about 6 Best CRMs for Financial Advisors in Small Practices\">Read more<\/a><\/p>\n","protected":false},"author":1,"featured_media":2856,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_wp_convertkit_post_meta":{"form":"-1","landing_page":"0","tag":"0","restrict_content":"0"},"footnotes":""},"categories":[18],"tags":[],"class_list":["post-2754","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crms-by-industry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>6 Best CRMs for Financial Advisors in Small Practices<\/title>\n<meta name=\"description\" content=\"A CRM for financial advisors does two jobs. See which tools manage households, which track prospects and referrals, and what 5 seats cost per year.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fluidcrm.io\/blog\/crm-for-financial-advisors\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"6 Best CRMs for Financial Advisors in Small Practices\" \/>\n<meta property=\"og:description\" content=\"A CRM for financial advisors does two jobs. 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He also runs Fenixtal, a B2B outbound agency that has booked over 1,000 meetings and generated 12M\u20ac+ in pipeline for 50+ clients across 3 years of cold email and LinkedIn outreach. He writes about sales pipelines, CRM selection and outbound for founders and small teams.","sameAs":["https:\/\/fluidcrm.io","https:\/\/www.linkedin.com\/in\/omarabdalla99\/"],"url":"https:\/\/fluidcrm.io\/blog\/author\/omarfenixtal-com\/"},{"@type":"Question","@id":"https:\/\/fluidcrm.io\/blog\/crm-for-financial-advisors\/#faq-question-1792523511733","position":1,"url":"https:\/\/fluidcrm.io\/blog\/crm-for-financial-advisors\/#faq-question-1792523511733","name":"What CRM do most independent financial advisors use?","answerCount":1,"acceptedAnswer":{"@type":"Answer","text":"Many independent advisors use an advisor CRM such as Wealthbox or Redtail for client records, often because their custodian or broker-dealer supports it. Fewer track prospects anywhere structured. A simple sales pipeline like Fluid CRM covers that side for $16 per seat per month.","inLanguage":"en-US"},"inLanguage":"en-US"},{"@type":"Question","@id":"https:\/\/fluidcrm.io\/blog\/crm-for-financial-advisors\/#faq-question-1792523511734","position":2,"url":"https:\/\/fluidcrm.io\/blog\/crm-for-financial-advisors\/#faq-question-1792523511734","name":"Is Wealthbox or Redtail better for a solo advisor?","answerCount":1,"acceptedAnswer":{"@type":"Answer","text":"Redtail Launch is cheaper at $39 per user per month on annual billing, and custodians including Schwab and Pershing integrate with it. Wealthbox Basic is $59 per user per month and connects to custodians like Schwab and Fidelity. Ask your compliance officer which one your firm approves before you choose.","inLanguage":"en-US"},"inLanguage":"en-US"},{"@type":"Question","@id":"https:\/\/fluidcrm.io\/blog\/crm-for-financial-advisors\/#faq-question-1792523511735","position":3,"url":"https:\/\/fluidcrm.io\/blog\/crm-for-financial-advisors\/#faq-question-1792523511735","name":"Can a financial advisor use a general sales CRM?","answerCount":1,"acceptedAnswer":{"@type":"Answer","text":"Yes, for prospects and referral partners, as long as client records stay in the systems your compliance officer approved. A general sales CRM has no custodian integrations or compliance archive. It is a pipeline for new business, not a place for client accounts.","inLanguage":"en-US"},"inLanguage":"en-US"},{"@type":"Question","@id":"https:\/\/fluidcrm.io\/blog\/crm-for-financial-advisors\/#faq-question-1792523511736","position":4,"url":"https:\/\/fluidcrm.io\/blog\/crm-for-financial-advisors\/#faq-question-1792523511736","name":"How much does a CRM cost for a financial advisor?","answerCount":1,"acceptedAnswer":{"@type":"Answer","text":"Advisor CRMs start at $39 per user per month for Redtail Launch on annual billing and $59 for Wealthbox Basic. Salesforce Financial Services Cloud starts at $325 per user per month. A sales pipeline like Fluid CRM is $16 per seat per month or $144 per seat per year.","inLanguage":"en-US"},"inLanguage":"en-US"}]}},"_links":{"self":[{"href":"https:\/\/fluidcrm.io\/blog\/wp-json\/wp\/v2\/posts\/2754","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fluidcrm.io\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fluidcrm.io\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fluidcrm.io\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/fluidcrm.io\/blog\/wp-json\/wp\/v2\/comments?post=2754"}],"version-history":[{"count":1,"href":"https:\/\/fluidcrm.io\/blog\/wp-json\/wp\/v2\/posts\/2754\/revisions"}],"predecessor-version":[{"id":2756,"href":"https:\/\/fluidcrm.io\/blog\/wp-json\/wp\/v2\/posts\/2754\/revisions\/2756"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fluidcrm.io\/blog\/wp-json\/wp\/v2\/media\/2856"}],"wp:attachment":[{"href":"https:\/\/fluidcrm.io\/blog\/wp-json\/wp\/v2\/media?parent=2754"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fluidcrm.io\/blog\/wp-json\/wp\/v2\/categories?post=2754"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fluidcrm.io\/blog\/wp-json\/wp\/v2\/tags?post=2754"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}