The CRM built specifically for financial advisers.
Manage clients, reviews, opportunities, referrals, workflows and compliance from one central platform — designed around the way advisers actually work.
For sole advisers and multi-adviser practices alike.
Most CRMs are built for generic businesses. Every screen, workflow and report in AdviserCRM is built around financial planning and insurance practices — so it fits the way you already work.
Organise client relationships. Improve service standards. Grow your business.
Everything an advice practice needs — in one place.
From the first conversation to every annual review, AdviserCRM keeps your clients, tasks and team moving together.
A client database built for advisers
Every client, policy, investment and conversation in one rich profile — linked to the revenue, reviews and people that matter.
Review management
Automated review cycles and reminders so no client is ever overlooked.
File notes
A complete, searchable record of every client interaction.
Task management
Assign, track and follow up so nothing slips through the cracks.
Referral tracking
Capture, attribute and nurture referrals — your best source of growth.
Workflow automation
Standardise onboarding, SOAs and reviews into repeatable workflows.
Staff management
Give your team clear ownership and visibility across the practice.
Practice reporting
Understand client growth, activity and service standards at a glance.
Built to help your practice grow.
An adviser doesn't buy a CRM. They buy better retention, more referrals, and less admin.
Never miss a review
Automated cycles keep every client on schedule and well served.
Improve client retention
Consistent, proactive service keeps clients for the long term.
Increase referrals
Track and nurture introductions to grow without ad spend.
Reduce administration
Automation removes repetitive work so your team can focus on clients.
Consistent experiences
Repeatable workflows give every client the same high standard.
Grow with confidence
Clear visibility of your practice helps you scale deliberately.
See AdviserCRM built around your practice.
Tell us a little about how you work and we'll tailor a walkthrough to your client base, reviews and workflows.