If you’re looking for a CRM that's more than a glorified filing cabinet, and actually fits the way wealth firms work, this guide is for you.
We break down 8 wealth management CRMs that matter, what they do well, and what they cost. Save you hours of wandering through marketing pages.
Rings AI
Rings AI is an XRM platform that combines CRM functionality with relationship intelligence and automated data enrichment.
The system focuses on uncovering opportunities, updating contact data automatically and mapping relationship paths so teams can make faster, more informed outreach decisions.
Key features of Rings AI
Automatic enrichment with 100M+ updated data points across people and companies
Pathpower® relationship mapping to visualize warm paths and connection strength
Unified prospecting and pipeline management in one workspace
AI scoring for companies, funds, investors and opportunities
Project management with customizable task and workflow hierarchies
Natural language search, AI insights and smart privacy controls
Fast onboarding supported by pre-enriched market data and concierge setup
Native integrations with Gmail, Outlook, Salesforce, HubSpot, LinkedIn and Zapier
iOS app, Chrome extension and collaborative workspace features
Here’s a short product walkthrough to see how Rings.ai actually works.
Pricing
Rings AI uses a demo-based pricing model, so you get a tailored quote after sharing your workflow and team needs. Pricing usually reflects how much enrichment, automation and collaboration that you want to bring into one system.
Zoho Finances
Zoho CRM is a flexible platform that wealth management firms often customize to manage client relationships, keep financial documents organized, and streamline advisor workflows.
It brings together client profiles, communications, and portfolio-related records so advisors always have context before a meeting or recommendation.
Key features of Zoho finances CRM
Unified client profiles with financial documents, policy records, and communication history
Account management tools to track interactions, transactions, and household or institutional relationships
Built-in analytics for AUM visibility, advisor performance, and custom KPIs
AI assistant (Zia) for smarter follow-ups and suggested actions
Integrations with Zoho Finance Plus, Zoho Desk, Zoho Sign, and 100+ third-party apps
Compliance-ready infrastructure with GDPR and modern security controls
Pricing
Zoho CRM’s paid tiers start at S$17/user/month for Standard, S$28 for Professional, S$50 for Enterprise, and S$70 for Ultimate (all billed annually).
Standard fits simple tracking, while Enterprise and Ultimate are built for firms that need AI guidance, richer compliance controls, and tailored advisor workflows.
Wealthbox
Wealthbox is a modern, wealth advisor-friendly CRM. Its interface is clean and simple. It functions as a central workspace where advisors can manage relationships, meetings, notes, email, and workflows in one place.
Key features of Wealthbox
Contact management with notes, emails, files, financial details, and householding
Click-to-call, email dropbox, tagging, permissions, and advanced filtering
Drag-and-drop opportunity pipelines and customizable workflows
Two-way sync for email and calendar, plus integrated task and meeting tools
AI Notetaker for recording, transcribing, and summarizing client meetings
150+ wealthtech integrations including custodians, planning tools, and communication apps
Mobile app, centralized reporting, and user-friendly collaboration features
Pricing
Wealthbox offers four tiers: Basic at $59/user/month, Pro at $75, Premier at $99, and a custom-priced Enterprise plan.
The pricing reflects the increasing need for structure as a firm grows. Basic works for simple tracking, while Premier and Enterprise add deeper automation, more pipelines, richer reporting, and multi-workspace setups — helpful when multiple advisors or teams need a consistent, shared system.
AdvisorEngine
AdvisorEngine CRM is built specifically for advisory firms. The platform focuses on simple data organization and a workflow engine that supports both routine and complex client processes.
It works as a centralized hub for communication, activity tracking and client personalization.
Key features of AdvisorEngine CRM
Contact and household management with detailed data organization
Workflow engine for digitizing tasks and standardizing service processes
Dashboards that convert firm-wide data into clear visual insights
Growth tools for prospect engagement and pipeline management
Unlimited document storage and integrated activity tracking
Secure environment designed for advisory practices
Pricing
AdvisorEngine CRM is priced at $69/user/month, billed annually, with a minimum of three users. Every subscription includes full access to all features, unlimited storage and priority support.
There are no add-on charges or usage-based fees, which helps firms keep predictable costs while scaling workflows and data without worrying about tier limits.
Pipedrive
Pipedrive is a simple CRM that helps financial advisors organize leads, track client activity and keep daily work consistent.
The interface is clean and easy to navigate, which makes it practical for smaller advisory teams that want structure without adopting a complex system. It focuses on pipelines, automation and visibility into client interactions.
Key features of Pipedrive
Customizable pipelines to track prospects and client opportunities
Workflow automation for reminders, tasks and admin steps
Contact timeline for a clear view of every client interaction
Built-in reporting with visual charts and performance insights
Centralized security controls with two-factor authentication and activity monitoring
Integrations with tools like Asana, Kixie, lemlist, Klenty and email platforms
Pricing
Pipedrive’s annual plans start at $14/user/month for Lite, $39 for Growth, $59 for Premium and $79 for Ultimate.
All plans come with a 14-day free trial that gives full access, so firms can test workflows before committing.
Lower tiers cover simple tracking while higher tiers add automation, enrichment and stronger controls for teams that need more structure.
Monday CRM
monday CRM is an AI-powered platform that gives wealth management teams a structured, customizable workspace to manage leads, clients and post-sales activity.
The interface is simple, and most actions are no-code, which helps teams adapt the system without relying on technical support. It works well for firms that want automation and collaboration in one place.
Key features of monday CRM
Unlimited customizable pipelines and centralized lead, deal and account management
AI tools for email writing, task generation, summaries and formulas
Automations for routing, reminders, sequences and post-sales steps
Built-in dashboards, sales forecasting and analytics
Two-way email integration, calendar sync and mobile app
Quotes, invoices, mass email and workflow templates for scaling teams
Pricing
monday CRM starts at $12/seat/month for Basic, $17 for Standard and $28 for Pro, billed annually. Enterprise plans are custom. A free trial is available with full access.
The pricing reflects how much operational structure a team wants. Basic covers simple tracking, while Pro and Enterprise add forecasting, stronger automation and compliance controls suited for growing advisory teams.
Redtail
Redtail CRM is a long-established CRM built specifically for financial advisors and RIAs. It centralizes client information, syncs communication activity and supports compliance requirements common in wealth management.
The system is accessible on web and mobile, making it suitable for solo advisors and multi-advisor firms that want structured workflows without heavy customization.
Key features of Redtail CRM
Client and contact management with householding, custom fields and account-level data
Automated workflows, tasks and reminders for onboarding, reviews and follow-ups
Calendar and scheduling tools with integration to Outlook, Google and Office 365
Communication tools including Redtail Speak for compliant texting and email archiving
Document imaging for secure, searchable storage
Reporting and dashboards for contacts, activities and performance trends
Compliance-focused features like supervision controls and audit-ready logs
Integrations with major planning, portfolio, custodian and marketing tools
Pricing
Redtail offers three tiers. Launch is $39/user/month (billed annually) and includes core CRM features for up to five users.
Grow is $59/user/month, adding automation, email sync, document storage and Redtail Speak. Enterprise has custom pricing for larger firms. A 30-day free trial is available.
Pricing scales based on automation depth and communication features rather than user volume, which helps small and mid-sized firms adopt the CRM without steep cost jumps.
Salesforce Financial Services Cloud
Salesforce Financial Services Cloud (FSC) is a specialized version of Salesforce built for wealth management, banking and insurance teams.
It brings client data, planning tools and compliance workflows together in one system. FSC is designed for firms that need detailed household views, strong automation and AI-driven insights to support complex client books.
Key features of Salesforce FSC
360-degree client profiles with householding, relationship maps and referral tracking
Automated onboarding for KYC, document collection and account setup
Einstein AI for predictions, next-best actions, summaries and portfolio insights
Compliance tools with audit trails, permissions and encrypted data
Portfolio and planning integrations for goal tracking and investment data
Client portals for documents, messages and self-service access
Mobile access plus collaboration tools like Slack and Teams
Reporting dashboards for AUM, pipeline, performance and client sentiment
Pricing
FSC pricing starts at $300/user/month for the Enterprise edition and $450/user/month for Unlimited. A free trial is available, though most firms require paid implementation. Costs rise based on AI add-ons and customization.
The structure suits mid-large wealth firms because the platform returns the most value when a team needs advanced workflows, deep reporting and a high degree of configuration.
Choosing the Right CRM for Your Wealth Management Firm
The right choice of a wealth management CRM depends on how your advisors work each day, how complex your client books are, and how much visibility you need across planning, communication and workflows.
Most platforms offer free trials or demos, so it’s worth testing how they handle real client scenarios rather than relying on feature lists alone.
If you’re looking for a CRM that doesn’t just sit there holding data but actually moves the work forward, Rings AI is the one to pay attention to. It gives you enriched profiles, real relationship maps, and clear signals about who to contact and when. Just the kind of intel that helps advisors win more business with less guessing. If you want to see what this looks like in practice, book a demo and get a feel for it yourself.
