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AI Meeting Notes! AdvisorCRM just added free AI Meeting Notes!
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Settings

Manage your settings here.

Personal Info

Update your photo and personal details here.

Primary Address

Billing Information

Core CRM

Free Plan

  • ✔ Unlimited Contacts
  • ✔ Tags & Segmentation
  • ✔ Tasks
  • ✔ Deals & Opportunities
  • ✔ ONE Calendar & Email Sync
  • ✔ Custodian Integration
  • ✔ AI Meeting Notes: Manual Upload Only
  • ✔ One Connected Calendar & Email
  • ✔ Up to 3 Users Included
Current Plan

Workflows & AI

$59 / month

  • ✔ Everything in Core CRM, plus:
  • ✔ Branded AI Notetaker (Auto-Join)
  • ✔ Custodial Alerts & Automation
  • ✔ Unlimited Calendars/Email Accounts
  • ✔ Auto-Filled Forms & E-Signatures
  • ✔ Full Automation Builder via Zapier
  • ✔ Structured Product Module
  • ✔ Insurance & Tax Modules
  • ✔ Advanced Task Management System
  • ✔ Up to 10 Users Included
Current Plan

Enterprise

Custom Pricing

  • ✔ All Workflows & AI Features
  • ✔ API Access & SSO
  • ✔ Dedicated Manager
  • ✔ Unlimited Clients
Manage Billing & Invoices

Integrations and Connected Apps

Supercharge your workflow and connect the tools you use every day.

Request Integration

My Apps

Google Suite

Connect your Email, Calendar, Meet, and Google Drive

Connect
Microsoft Suite

Connect your Exchange or Office365 Email, Calendar, and OneDrive

Connect
Nitrogen Wealth

Open Nitrogen Contacts directly from within AdvisorCRM, allow for sending quesitonnairs, check-ins, and automatic updating of Risk Scores.

Connect
Zoom

Archive meetings and generate AI summaries that get saved to your contact record.

Connect
Docusign

Connect a Docusign account for sending paperwork and updating Envelope statuses automatically.

Connect
Charles Schwab

Pull in account data, integrate alerts and provide Single Sign On from contact and account pages.

Connect
Calendly

Schedule events directly from a contact page or from your calendar. Update contact history based on activity.

Connect
Orion Wealth

Pull in account information and allocation information from Orion, and/or use Orion for executing trades.

Connect
Redtail

Pull in contact information in from Redtail.

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Wealthbox

Pull in contact information in from Wealthbox.

Connect
Egnyte

Connect Egnyte to save/load client files and documents.

Connect
SmartData

Connect SmartData to connect held-away accounts, tax docs, and prospect accounts.

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Connect
Typeform

Connect Typeform to AdvisorCRM so we can instantly pull in any forms filled out, create/update contacts, etc.

Connect
Zapier

Connect Zapier to AdvisorCRM to automate tasks like syncing contacts, creating tasks from form submissions, and more.

Connect

Users

Edit users for your company here. To change a users role, please create a Tech Support ticket, and/or email support@advisorcrm.com

Templates

Your templates for your emails, signatures, and note templates.

Tags

These are your tags that will be available for tagging contacts and accounts. Click on a tag to edit or change the color.

Risk Settings

These are your Investment Objectives, Risk Tolerances, etc... that you can assign to clients and accounts.
Click on a Risk Settings to edit.
Click the add button to create new options.

Brand Settings

Define your company's brand identity, messaging, and voice for consistent AI-generated marketing content across all platforms. These settings will be automatically incorporated when creating marketing copy, social media posts, email campaigns, and other promotional materials to ensure your brand voice remains consistent and authentic.

Power Phrases

Create compelling phrases that capture your brand's essence and can be used in marketing materials.

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