A CRM built for financial advisors
Clients, plans, reviews and fees on one screen — review packs compile themselves, and no annual review ever slips past its date again.
Free · no signup · a real plan and price in ~10 minutes, in your words.
- to a working prototype
- ~1 week
- to start
- €500
- that never slip past due
- Reviews
Off-the-shelf CRMs were built for a sales team. Not for financial advisors.
Review dates live in a spreadsheet nobody quite trusts. One missed annual review is a compliance breach — and an awkward call you never want to make.
Every review starts with a scavenger hunt: valuations from three provider portals, the fact-find from the filing cabinet, the fee agreement from 2021.
Fees arrive as PDF statements, one per provider. Whether they match what was actually agreed, nobody checks — and the shortfalls quietly compound.
The compliance file gets assembled in a panic the week before the audit, not as the work happens. That week comes out of client time, every year.
See it from the inside
What your CRM would look like — screen by screen.
Not stock screenshots — this is the shape of the system we’d build for financial advisors: your records, your stages, your words. Click through the screens.
The adviser’s morning screen — reviews coming due, unsigned documents, fees — and what the automations already did before you sat down.
A real starting point
Here’s the analysis we’d start from — for financial advisors.
Not a template. This is the data model, pipeline and automations a business like yours actually runs on — mapped in your words. Your free analysis produces exactly this, shaped to you.
Your system, mapped
Your pipeline, exactly as your CRM would show it — your stages, your words. This is what we build from.
What it tracks
Where customers reach you
Connects to
Busywork the system takes over
- Review scheduler — opens each annual review 60 days out and offers a slot
- Valuation pull — fetches plan values from every provider before a review
- Fee reconciliation — matches provider statements against agreed fees monthly
- Document chaser — collects signatures and IDs, nudges until the file is complete
What this replaces — where it hurts today
- Review dates in a spreadsheet
- Valuations gathered by hand
- Fees unchecked against agreements
Your price, from your answers
Standard scopePrototype · 1 weekstart here
€500
- Client + plan records
- The annual review board
- The review-scheduler automation
Full build
€4,500–€8,000
Estimate — it becomes one fixed price on the free call. Never hourly, no surprises.
What sets your scope
- · Review scheduling & pack compilation
- · Fee reconciliation across providers
- · A compliance file that builds itself
Run · monthly
€200/mo
Hosting, monitoring, fixes and small improvements.
If you go all the way: ≈ €6,900 first year, all-in — and you own everything. Today's only decision is the €500 prototype.
Questions financial advisors ask us
- Can it pull valuations from our providers and back-office?
- Yes — we build around what you already use. Anything with an export or API can feed the client record, so the review pack opens with current values instead of a morning spent in provider portals.
- Will it stand up to a compliance audit?
- That’s rather the point. The file assembles itself as the work happens — fact-find, risk profile, report and signatures, all dated and in one place — and sign-off is blocked until it’s complete. When the auditor calls, you export the lot.
- How long until we’re live?
- A working prototype in about a week for €500. The full build usually lands in three to six weeks, depending on how many providers and integrations are in scope.
- Who owns the system and the client data?
- You do — entirely. It’s your system, hosted for you, and you can export everything at any time. No per-seat lock-in.
Have a mess like this one?
Book a free 30-min call. We’ll sketch what your version of this system would look like — and put a number on it.
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