Build a free CRM for financial advisors with AI
Track portfolios, manage leads, and share documents in an AI-powered CRM built with AI you customize to fit your firm's unique workflow.
Build exactly what your firm needs
Customize a free CRM for financial advisors that looks modern out of the box. Add only the features you need, and iterate as processes evolve.
Client portfolio management
New client onboarding
Lead pipeline tracking
Secure document sharing
Investment performance dashboards
Appointment & review scheduling
Bring all your client data together in real time
Connect portfolios, lead trackers, and scheduling systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Give every client a custom, secure experience.
Give each client and advisor the right views in a branded portal. Set up secure logins, portfolios, and document access in minutes.
Easy, secure logins
Softr apps are mobile-ready by default. Turn your CRM into a downloadable app in one click so you can manage clients while on the go.
Works on any device
Softr apps are mobile-ready by default. Turn your CRM into a downloadable app in one click so you can manage clients while on the go.
Automations
Build native automations with Softr Workflows to handle meeting reminders, status updates, and data sync whenever client records are changed.
User groups
Provide separate logins for different investor types, and create personalized dashboards for each client to track their specific portfolio.
Advanced permissions
Apply rules for different advisor roles. Customize who can view sensitive client data or edit investment accounts at a granular level.
Security
Protect sensitive financial information from threats. Softr is fully compliant with SOC2 and GDPR regulations for total peace of mind.
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
Build your free CRM for financial advisors in minutes with AI—no manual setup or coding needed from your team.
Consolidate your stack
Add features like portfolio dashboards or onboarding flows as your practice grows—no rebuild needed.
Flexible as you grow
Start with a CRM, then add client portals or review scheduling tools—all in one place, with no extra tools.
Generate a custom free CRM for financial advisors with AI
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Create a custom free CRM for financial advisors
Describe what you need. Softr's AI builds your first financial services app in minutes.