Build crm software financial advisors, no code required
Manage client relationships, track financial goals, and streamline processes with a custom CRM tailored for financial advisors' needs.
Customize your CRM around your processes
Build a CRM tailored for financial advisors. Add only the features and views your team needs today, and easily adapt as your client base or workflows grow.
Client onboarding management
Meeting scheduling & tracking
Investment portfolio tracking
Task and follow-up automation
Document management & sharing
Compliance & activity logging
Bring all your client data together in real time
Connect spreadsheets, CRMs, and financial tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your advisory practice.
Give every advisor a custom, secure experience.
Create a branded portal for financial advisors to manage client relationships, track interactions, and secure sensitive data with ease.
Easy, secure logins
Advisors can access client records and CRM tools from any device—desktop or mobile—without extra setup.
Works on any device
Advisors can access client records and CRM tools from any device—desktop or mobile—without extra setup.
Automations
Connect with financial planning and communication tools to automate follow-ups, reminders, and client updates.
User groups
Provide different dashboards for advisors, assistants, and compliance staff, personalizing views for each role.
Advanced permissions
Set precise permissions so only authorized users can see or update client portfolios and sensitive notes.
Security
Protect client financial data with SOC2 and GDPR compliance, ensuring every interaction is secure.
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AI Assistant for Financial Advisors
Advisors can ask AI about clients, accounts, or sales. Get clear answers instantly—right inside your CRM software.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Launch your financial advisor CRM in minutes with drag-and-drop blocks and ready-made templates.
Consolidate your stack
Add features like client onboarding, portfolio tracking, or compliance checks as your needs change.
Flexible as you grow
Manage your CRM, client portals, and reporting—all in one place, with no extra tools to buy.
Build a fully custom CRM for financial advisors in minutes
Connect to your data in seconds
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Customize layout and logic
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
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Frequently asked questions
Build your CRM for financial advisors today