Settings
Manage your settings here.
Personal Info
Update your photo and personal details here.
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
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
Enterprise
Custom Pricing
- ✔ All Workflows & AI Features
- ✔ API Access & SSO
- ✔ Dedicated Manager
- ✔ Unlimited Clients
Communication Add-ons
Compliant Texting & Voice
Professional communication that meets compliance standards
Integrations and Connected Apps
Supercharge your workflow and connect the tools you use every day.
My Apps
Open Nitrogen Contacts directly from within AdvisorCRM, allow for sending quesitonnairs, check-ins, and automatic updating of Risk Scores.
Connect a Docusign account for sending paperwork and updating Envelope statuses automatically.
Pull in account data, integrate alerts and provide Single Sign On from contact and account pages.
Pull in Mutual fund and insurance contract information from funds/carriers that supply their data through FanMail. To learn about how to setup a FanMail account, go to the data feeds tab and click FanMail.
Schedule events directly from a contact page or from your calendar. Update contact history based on activity.
Pull in account information and allocation information from Orion, and/or use Orion for executing trades.
Connect SmartData to connect held-away accounts, tax docs, and prospect accounts.
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Integrate MyRepChat with AdvisorCRM for 2-way text message sync. Send and receive client texts directly in AdvisorCRM, and let our AI process chat conversations to create follow-up tasks, draft emails, and log actionable insights.
Connect Typeform to AdvisorCRM so we can instantly pull in any forms filled out, create/update contacts, etc.
Connect Zapier to AdvisorCRM to automate tasks like syncing contacts, creating tasks from form submissions, and more.
Data Connections
Connect your custodial accounts for seamless data synchronization
Users
Edit users for your company here. You can change user roles directly using the dropdown in the Role column.
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.
To Get Started: We just need to know your website. We'll then send our AI bots to check it out and they will build a comprehensive profile of you and your business.
Don't have a website? Don't worry. Go to AdvisorModels.com and they could potentially build you one for free.
Power Phrases
Create compelling phrases that capture your brand's essence and can be used in marketing materials.
AI Notetaker Configuration
Automatically join meetings, record conversations, and generate intelligent summaries with AI-powered transcription.
Calendar Connection Required
To use AI Notetaker, you'll need to connect your calendar account. This allows us to automatically detect and join your scheduled meetings.
Note: The AI will join as a visible participant in the meeting.
How It Works
- AI assistant joins your scheduled meetings as a participant
- Records audio and generates real-time transcriptions
- Creates meeting summaries and action items automatically
- Securely stores all recordings and transcripts in your account
- Requires calendar connection and auto-join to be enabled
Email Labels
Manage your email labels, colors, and AI categorization prompts. Drag to reorder labels.
AI Prompt Guidelines
Write clear instructions for when emails should receive this label. The AI will analyze email content, subject lines, and sender information.
• "Emails from clients asking about account performance, portfolio updates, or investment returns"
• "Meeting requests, calendar invites, or scheduling-related emails"
• "Marketing emails, newsletters, and promotional content from vendors"
• "Bills, invoices, statements, and other financial documents"