How can a wealth management CRM solution improve client retention?

Customer relationship management ( CRM ) apps track client interactions, preferences and key financial milestones. Advisors use this centralized client information to personalize financial advice, streamline onboarding and increase client engagement to reduce churn .

Can a wealth advisor CRM help with compliance management?

Yes. A financial services CRM stores and organizes detailed records of client communications , transactions and approvals. Some CRMs also have built-in compliance tools, like encryption and regular security assessments. A CRM simplifies financial audits and helps your firm stay compliant with data privacy and security regulations.

Is it possible for a CRM to have integration capabilities with other financial tools?

Absolutely. Pipedrive, for example, has seamless integrations with tools like Xero for accounting and Stripe for invoice management and online payments. Integrating these tools helps teams access client profiles, automate workflows and reduce manual work. As a result, financial advisors improve operational efficiency and deliver a better client experience .

Why is a customized CRM solution essential for a wealth advisor?

A customized CRM solution for wealth advisors provides integrated compliance tracking and automated regulatory workflows (e.g., KYC) that generic platforms lack. This allows the advisor to maintain a 360-degree client view, ensure adherence to strict regulations and focus on delivering personalized strategic advice.

Wealth Management CRM

Simplify client portfolio tracking in wealth management

Organization and trust are key to portfolio management, tracking interactions and meeting client goals.

A CRM for wealth management centralizes client data, automates follow-ups and ensures every customer gets timely, personalized attention.

Use Pipedrive’s wealth management CRM to track every portfolio in one location. Boost team productivity, strengthen client relationships and deliver consistent, high-quality service.

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What to look for in a CRM for wealth management

The best CRM for wealth management includes these key functions:

Contact management. Sync customer data from any source to provide a personalized experience.
Data security and privacy. Protect sensitive data at all times.
Customizable fields and workflows. Standardize processes and activities to manage specific clients.
Workflow automation. Automate follow-ups, reminders and meeting scheduling.
Ease of use. Navigate the user-friendly system quickly to minimize training time, boost adoption and enhance scalability.

Wealth management CRM features

Track email and communications

Organize client conversations in one place. Sync emails, calls and meeting notes for complete visibility.

Customize dashboards

Track advisor performance and asset growth in real time. Visualize metrics across portfolios to improve decision-making.

Manage projects

Coordinate your team on every client or asset. Assign tasks, monitor progress and manage deliverables all in one location.

Monitor activities and goals

Focus on high-impact actions that drive measurable results. Set clear objectives, track progress and motivate advisors to excel.

Scale with AI software

Automate tasks and expand services with financial services cloud AI. Use automation to predict client needs and streamline operations.

Automate marketing strategies

Engage prospects automatically to convert more leads. Deliver personalized messages and nurture relationships to close more deals.

Capture, qualify and prioritize leads in one place

Wealth managers often rely on scattered spreadsheets or inboxes to track referrals and prospects, leading to missed opportunities and slow follow-ups.

Wealth management CRM software captures every inquiry, giving teams a clear system to turn inquiries into clients.

Pipedrive organizes, qualifies and prioritizes leads in one place. Act at the perfect moments to close more deals and strengthen client relationships.

See how Pipedrive manages leads

Stay organized with a unified activity calendar

Advisory firms juggle client calls, review meetings and compliance deadlines. Tasks easily slip through the cracks and affect client satisfaction.

An activity calendar in a wealth management CRM system unifies tasks, appointments and reminders, organizing teams and ensuring no client or deadline is missed.

Pipedrive’s activity calendar outlines every task and meeting so advisors stay on top of client management and deliver consistent service.

View Pipedrive’s activity calendar

Make data-driven decisions with powerful insights

Without clear performance visibility, it’s hard to know which advisors, client segments or activities drive growth.

Insights and reports let financial advisors track assets under management (AUM) growth, pipeline health and conversion trends to guide smarter decisions.

Pipedrive’s insights and reporting tools visualize key metrics so teams can optimize performance and grow assets more effectively.

Get actionable insights with Pipedrive

Focus on high-impact activities and goals

Spending too much time on low-priority tasks can affect client satisfaction and revenue growth.

A CRM software for wealth management helps teams organize daily tasks, set clear priorities and track progress to ensure every action contributes to measurable results.

Pipedrive’s activities and goals feature keeps advisors organized and focused on what matters most, driving results and stronger client outcomes.

Learn about Pipedrive’s task management

Automate tasks with AI-powered software

Manual admin work slows advisors down, taking time away from client service and growing assets.

AI-powered automation handles repetitive tasks, scheduling and reminders, letting teams focus on client relationships and strategic growth.

Pipedrive’s AI features streamline workflows, reduce manual tasks and enable advisors to deliver faster, more personalized service.

Discover Pipedrive’s AI tools

Over 500+ integrations

Expand the capabilities of Pipedrive with hundreds of apps and integrations

See all apps and extensions

How Pipedrive helped Network Financial Planning boost efficiency by 50%

Network Financial Planning used scattered systems and a CRM that didn’t meet their needs. Tracking leads, client journeys and projects was a challenge.

The team used Pipedrive to centralize client data, map touchpoints, automate workflows and streamline operations. As a result, the wealth management firm completed 50% more activities and delivered a tailored user experience.

“Every day, we keep growing and improving our and our clients’ experience by using Pipedrive.”

Read the case study

Streamline client paperwork with Smart Docs

Use Pipedrive’s Smart Docs to create, send and track client documents directly from your CRM, reducing manual work and improving accuracy.

Key features include:

Autofill documents. Pull client data straight from Pipedrive to eliminate manual entry and reduce errors.
Real-time tracking. See when clients open, view or sign proposals so you can follow up at the right moment.
E-signatures. Collect legally binding signatures instantly – no printing or scanning required.
Templates and collaboration. Create reusable templates and share them with your team for consistent, compliant documentation.

Learn more

Wealth management CRM FAQs

Used by over 100,000 companies in 179 countries

In the forecast view, we look at what deals are due to close this month, next month just to make sure everyone is really honest about what they should be working on.

Carolyn PearsonFounder, Maiden Voyage

One of the favorite features within Pipedrive is the email integration. It pulls all of the clients details in, so that we don’t have to think about it.

Erin and DrewFounders, Pro Arts

As a business owner, my favorite feature in Pipedrive is the statistics and being able to look at the dashboard and use those metrics to help each individual on the team.

Lisa CoyleCEO, 360 Payments