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Best AI tools for CRM for financial advisors
Short answer: Wealthbox, Redtail CRM, Salesforce Financial Services Cloud are strong starting points. Here are all 5 options and what each is best for.
Advisor CRMs track households, relationships, tasks and workflows. Many now include AI features for summarizing activity and automating follow-up.
| Tool | Best for | Starting price | Free option | Link |
|---|---|---|---|---|
| Wealthbox CRM workspace built for financial advisors, with AI features. | Advisors who want a modern, easy-to-use CRM | From $59/user/mo | Free trial offered. | Visit ↗ |
| Redtail CRM Long-standing advisor CRM, now part of Orion, with compliant texting, imaging and email archiving. | Advisors who want a widely used, advisor-specific CRM | From $39/user/mo (annual) | Free trial offered. | Visit ↗ |
| Salesforce Financial Services Cloud Salesforce's CRM and AI platform for financial services firms. | Larger firms that want a highly customizable platform | From $325/user/mo (annual) | None listed | Visit ↗ |
| Practifi Intelligent CRM for RIAs and wealth management firms. | Growing RIAs that want structured workflows | From $135/user/mo | None listed | Visit ↗ |
| Advyzon All-in-one advisor platform on a single code base and data model. | Firms that want CRM, reporting and more in one system | Contact vendor | None listed | Visit ↗ |
Checked against vendor websites on October 21, 2026. List prices as of October 21, 2026; prices change often, so confirm on each vendor's site.
Compare CRM pricing plan by plan · Want a walkthrough? Open any tool page and use “Get a demo”.
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FAQ
What are the best CRM tools for financial advisors?
Wealthbox, Redtail CRM, Salesforce Financial Services Cloud are good starting points. We list 5 options in this category.
What CRM do most financial advisors use?
Popular options built for advisors include Redtail, Wealthbox, Salesforce Financial Services Cloud, Practifi and Advyzon. The right one depends on firm size and the rest of your tech stack.
Does my note-taker need to integrate with my CRM?
It saves the most time when it does. Check each note-taker's integrations page for your specific CRM before you buy.