CRM for Financial Advisors

Does anyone have any recommendations for CRM softwares for financial advisors? Currently exploring options for a startup RIA.

6,285 WSO Academy Investment Banking Session Reviews: 4.82/5

Thompson Rivers University

Class of '29 Nov 2026 Cohort

4.92/5

Investment Banking Full Resume Review

“I had a great experience working with him during my resume review session. He was extremely knowledgeable, approachable, and genuinely invested in helping me improve my resume. He took the time to go through each section carefully, provided detailed and constructive feedback, and explained the reasoning behind his recommendations. What I particularly appreciated was his understanding of the investment banking industry and what recruiters typically look for when reviewing candidates. His suggestions were practical, specific, and tailored to my career goals rather than being generic advice. He also helped me identify areas where I could better highlight my experiences, accomplishments, and technical skills. Overall, the session was incredibly valuable, and I left with a much clearer understanding of how to position myself as a stronger candidate for investment banking opportunities. I would highly recommend him to anyone looking to improve their resume and prepare for finance recruiting.”

Class of '28 Nov 2026 Cohort

4.78/5

Investment Banking 7 Stories Review

“Overall, gave me great insights. Was very easy to understand and gave me clear takeaways that I could use to improve my "Tell me about yourself" and 7 stories questions. Also very kind and very sociable. Very easy to talk to, but the ease of scheduling was quite difficult. I had to schedule 6 days in advance. Nothing else was free until that specific time, so it was quite difficult to get that arranged. That just means I have to be more organised with when I book the sessions with him. ”

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2 Comments

WSO Monkey Bot

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Based on the most helpful WSO content, here are some CRM software recommendations for financial advisors:

Redtail
Act! For Advisors
Morningstar Workstation
Cloze
Podio
ZoHo
Salesforce

These tools are commonly used by financial advisors to manage client relationships effectively.

Sources: https://www.wallstreetoasis.com/forum/wealth-management/qa-a-bored-financial-advisor?customgpt=1, Calling all Financial Advisors: What products do high net-worth people use to manage their wealth?, What software/apps do you use?, Thoughts on Starting Investment Bank/M&A Advisory for my Company, Do retail financial advisors provide ANY value??

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+270	Earliest you can get fired	58	15h
+251	UBS’s M&A BANKERS ARE DOING TERRIBLY. $200M EXTRA IS BEING CUT	47	19h
+238	Investment Banking is Divine	40	11h
+223	Career Crossroads	31	1d
+213	US 2027 SA IB worried about background check	53	8h
+207	Another $115bn Mega deal for these banks. Congrats!	45	12h
+206	Analyst: Why is UBS IB doing worse than peers?, UBS CFO: No Comment	41	1d
+122	Is UBS really that bad?	38	10h
+39	Is Houston SA 28 recruiting already over?	33	13h
+26	2026-27 IB Energy Top Banks	8	14h

1	redever	99.2
2	BankonBanking	99.0
3	kanon	99.0
4	Secyh62	99.0
5	Betsy Massar	98.9
6	GameTheory	98.9
7	CompBanker	98.9
8	dosk17	98.9
9	DrApeman	98.9
10	Linda Abraham	98.8

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CRM for Financial Advisors

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Elite Career Bootcamp. Top Job Offer Guaranteed.

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CRM for Financial Advisors

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