A CRM for financial advisors built on relationships.
Keep a book of clients warm, schedule reviews, follow up consistently and keep a clean record of every conversation — without enterprise wealth software.
30-day free trial · No card required · Cancel any time
The usual headache.
Reviews must happen on time
An annual review missed is a relationship — and an account — at risk.
Compliance loves a record
You need a clean, searchable history of every client touch.
Wealth suites are heavy
Enterprise advisor software is costly and slow to adopt.
Cheaper, simpler, all in one place.
Live in an afternoon
No onboarding fee, no required demo call, no admin to hire. Sign up, import a CSV and you’re working the same day.
One login, not six tabs
CRM, outreach, support, scheduling, forms and finance in one app — so nothing falls between the tools you used to stitch together.
Priced so it pays for itself
One flat plan from £39/mo with everything included — no per-feature add-ons and no surprise bill when you grow.
What you get on day one.
No add-ons to buy, no modules to unlock. The features that matter for financial advisors are in the box.
- A client timeline with notes, reminders and history
- Recurring review reminders and follow-up sequences
- A booking page tied to each client record
- Forms for fact-finds and onboarding
- Audit-friendly activity logging
CRM for financial advisors — common questions.
Give it 30 days, free.
The whole platform, no credit card, no demo call. Set it up this afternoon and see for yourself.