CRM for Financial Advisors
The CRM for Financial Advisors and Wealth Management Teams
Household and account-level tracking. Native SMS and dialer for client reviews. Flat-rate pricing that does not tax you for adding associates, operations staff, or paraplanners to the workspace.
The challenge
Why most CRMs fail financial advisors
Financial advisory relies on multi-decade client relationships, not one-off transactions. You manage complex household structures, joint accounts, trusts, and beneficiary designations across multiple family members. Growth is referral-driven, meaning the CRM must track centers of influence and attribution meticulously. Client review meetings dictate the operational cadence, requiring strict scheduling, document preparation, and follow-up workflows. Most wealth management CRMs are rigid, legacy systems that silo your data, while generic business CRMs lack the relational data modeling required for family offices. Advisory teams need deep automation, native multi-channel communication, and a real API to connect with planning and custodial software — without paying a per-seat tax for every operations person who just needs to view a calendar.
Why Conduyt
Why financial advisors choose Conduyt
Four reasons teams like yours make the switch.
Household and account grouping
Model complex client relationships by linking individual contacts under a single Household record. Track joint accounts, trusts, and LLCs as separate deals or custom objects tied to that household. View total assets under management and relationship history across the entire family in one unified timeline.
Native SMS and built-in dialer
Client communication happens over the phone and text. Conduyt includes a built-in dialer with local presence, call recording, and DNC enforcement. Native SMS lets you send meeting reminders or request documents without paying for a separate VoIP or texting integration.
Review meeting automation
Build workflows that trigger months before a client review: assign portfolio analysis tasks to paraplanners, automatically generate document checklists, and send calendar booking links. Post-meeting, trigger automated thank-you emails and next-step task creation for the advisor.
The API your operations team needed
535 REST endpoints, three MIT-licensed SDKs (TypeScript, Python, Go), and 127 webhook event types. Sync client data with your custodian, push AUM metrics into your reporting tools, and build custom dashboards without the rigid data locks found in legacy wealth management CRMs.
Flat-rate pricing for the whole firm
Add lead advisors, associate advisors, paraplanners, and operations staff without recalculating your software budget. $299/mo Starter or $499/mo Professional. Unlimited users, unlimited contacts, and unlimited pipelines. No per-seat upcharges for administrative staff.
Use cases
Common use cases for financial advisors
How teams like yours actually use Conduyt day-to-day.
- Annual review scheduling: automated 90/60/30-day reminders, document request generation, and paraplanner prep task assignment
- Referral tracking: log a new prospect against the referring center of influence, track conversion rates, and trigger automated thank-you sequences upon closing
- Household lifecycle events: birth, retirement, or inheritance alerts trigger automated financial planning review tasks for the lead advisor
- Document collection workflows: send secure SMS requests for updated beneficiary forms or KYC documents, track completion in the deal pipeline
- Internal AI agents on client data: use Conduyt's MCP server to let your AI summarize 5 years of meeting notes and generate a pre-meeting brief
Recommended plan
Which plan fits financial advisors?
Our recommendation based on how financial advisors typically use Conduyt.
Professional
$499/mo
Most advisory teams operate on Professional at $499/mo for the advanced automation primitives (time-aware delays for review cycles, conditional routing for paraplanner workflows) and priority support. Both plans include unlimited users, contacts, and pipelines. 20-day free trial, no credit card.
- Everything in Starter (unlimited users, contacts, pipelines)
- Priority support
- Dedicated onboarding
- Advanced automations
- Full API access
- Custom branding
- Dedicated success manager
“We were paying over $700/month for Redtail because of per-seat pricing for our operations team. Conduyt gives us household grouping, native SMS for client reviews, and a real API for our custom integrations at a flat $499/mo. The data model finally fits how an advisory firm actually operates.”
The math
How Conduyt compares
Real numbers, real savings.
Redtail CRM is the default for many RIAs, offering solid advisor-specific features but carrying per-seat pricing and a dated, restrictive API. Wealthbox is the modern, design-forward alternative with strong workflow templates, but it still scales its pricing per user. Salesforce Financial Services Cloud is the heavyweight option for massive enterprises; the implementation cost and platform tax are rarely justified for independent firms. AdvisorEngine ties wealth management to portfolio management but locks you into their broader ecosystem. HubSpot is flexible but lacks native household/account modeling out of the box. Where Conduyt sits: independent advisory firms and wealth teams that have outgrown legacy per-seat tools, want native multi-channel communication, and need an open API to connect their modern tech stack without per-seat bloat.
Frequently asked questions
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