Finding the Right Sales Automation Software for Financial Advisors: Insights from Market Research Navigating the landscape of sales automation software for financial advisors can feel like searching for a needle in a haystack, especially when studies suggest a significant portion of professionals—around 60%—are still relying on outdated methods. Comparative analysis of product specs shows that platforms like Redtail and Wealthbox offer robust CRM features specifically tailored for financial advisors, earning them frequent mentions in expert roundups. Customer feedback trends indicate that users appreciate Redtail’s intuitive interface and strong customer support, while Wealthbox is noted for its seamless integration with other financial tools. Interestingly, while some software packages tout flashy features, data indicates that simpler, user-friendly options often lead to higher user satisfaction. Many consumers suggest that tools which allow for easy customization and reporting—like Salesforce and HubSpot—can be more beneficial than those packed with unnecessary bells and whistles. Pricing can vary significantly, with monthly subscriptions ranging from $30 to over $150 per user, making it essential to consider what aligns best with your practice’s size and needs.Finding the Right Sales Automation Software for Financial Advisors: Insights from Market Research Navigating the landscape of sales automation software for financial advisors can feel like searching for a needle in a haystack, especially when studies suggest a significant portion of professionals—around 60%—are still relying on outdated methods.Finding the Right Sales Automation Software for Financial Advisors: Insights from Market Research Navigating the landscape of sales automation software for financial advisors can feel like searching for a needle in a haystack, especially when studies suggest a significant portion of professionals—around 60%—are still relying on outdated methods. Comparative analysis of product specs shows that platforms like Redtail and Wealthbox offer robust CRM features specifically tailored for financial advisors, earning them frequent mentions in expert roundups. Customer feedback trends indicate that users appreciate Redtail’s intuitive interface and strong customer support, while Wealthbox is noted for its seamless integration with other financial tools. Interestingly, while some software packages tout flashy features, data indicates that simpler, user-friendly options often lead to higher user satisfaction. Many consumers suggest that tools which allow for easy customization and reporting—like Salesforce and HubSpot—can be more beneficial than those packed with unnecessary bells and whistles. Pricing can vary significantly, with monthly subscriptions ranging from $30 to over $150 per user, making it essential to consider what aligns best with your practice’s size and needs. One humorous observation from user reviews is that advisors seem to bond over their shared struggles with complicated software; perhaps they should start a support group! Lastly, it’s worth noting that HubSpot was founded in a dorm room at MIT, which might explain its youthful energy and adaptability in the fast-paced world of financial services. Ultimately, the best choice will depend on your specific workflow and client interaction style—after all, what's the point of software that doesn't actually make your life easier?
AdvisorStream is a robust digital marketing software targeted at financial advisors. It offers an all-in-one marketing solution, allowing advisors to focus on client relations while the software takes care of marketing. The software is equipped with industry-specific tools designed to drive growth in the financial sector.
AdvisorStream is a robust digital marketing software targeted at financial advisors. It offers an all-in-one marketing solution, allowing advisors to focus on client relations while the software takes care of marketing. The software is equipped with industry-specific tools designed to drive growth in the financial sector.
CUSTOMIZABLE SOLUTIONS
Best for teams that are
Advisors wanting to share licensed content from publishers like NYT and WSJ
Firms focused on lead generation through high-quality, automated content marketing
Advisors needing compliance-friendly newsletters without writing them manually
Skip if
Advisors looking for a comprehensive website builder or hosting solution
Firms that prefer creating 100% unique, self-written content over curated news
Users seeking a full CRM replacement rather than a marketing add-on
Expert Take
Our analysis shows AdvisorStream stands out primarily for its exclusive licensing agreements, allowing advisors to share premium, paywall-free content from giants like The Wall Street Journal and The New York Times. Research indicates this capability, combined with Broadridge's robust compliance infrastructure, solves a critical pain point for advisors who need high-quality, trustworthy engagement tools without regulatory risk. While pricing and cancellation terms are rigid, the value of legally compliant, top-tier content is a significant competitive advantage.
Pros
Licensed content from WSJ & Forbes
Paywall-free reading for clients
Automated multi-channel distribution
Built-in FINRA/SEC compliance tools
Backed by Broadridge Financial Solutions
Cons
Strict cancellation & auto-renewal policy
Support responsiveness issues reported
Content can be generic/US-centric
Limited customization on some templates
Higher price point ($175+/mo)
This score is backed by structured Google research and verified sources.
Overall Score
9.9/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Sales Automation Software for Financial Advisors. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.9
Category 1: Product Capability & Depth
What We Looked For
We evaluate the platform's ability to automate multi-channel marketing and curate high-quality content specifically for financial advisors.
What We Found
AdvisorStream offers an AI-powered platform that automates content distribution across email, social media, and websites, featuring a library of licensed content from premium publishers like The Wall Street Journal and Forbes.
Score Rationale
The score is high due to its unique access to premium, paywall-free content and AI-driven personalization, though some users note limitations in customizing automated newsletters.
Supporting Evidence
The platform uses generative AI to create timely newsletters and uncover client interests to recommend the next best content. AdvisorStream harnesses the capabilities of AI to effortlessly personalize your marketing... Use generative AI to create timely newsletters
— advisorstream.com
AdvisorStream includes licensed content from The Wall Street Journal, Barron's, Forbes, The New York Times, and 30+ more publishing partners. Drive growth (revenue & retention) by sharing highly-engaging content licensed from the world's most trusted publishers
— g2.com
The software includes a high-quality content library, as outlined in the companys feature overview.
— advisorstream.com
Documented in official product documentation, AdvisorStream offers compliance-approved content tailored for financial advisors.
— advisorstream.com
9.4
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the vendor's industry standing, ownership stability, and reputation among financial professionals.
What We Found
Acquired by Broadridge Financial Solutions in 2021, the platform holds significant industry weight and maintains high user ratings across review platforms like G2.
Score Rationale
The acquisition by Broadridge, a global fintech leader, combined with a 4.8/5 rating on G2, establishes exceptional market credibility and stability.
Supporting Evidence
The product maintains a 4.8 out of 5 star rating based on user reviews on G2. 4.8 out of 5 stars. 5 star. 91%
— g2.com
Broadridge Financial Solutions acquired AdvisorStream in June 2021 to expand its digital engagement solutions. Broadridge Financial Solutions, Inc. (NYSE:BR)... today announced that it has acquired AdvisorStream
— broadridge.com
Recognized by the financial industry for its compliance-approved content, as reported by Financial Planning Magazine.
— financial-planning.com
8.8
Category 3: Usability & Customer Experience
What We Looked For
We look for ease of setup, intuitive automation workflows, and the quality of customer support interactions.
What We Found
Users generally report the platform is easy to set up and saves significant time through automation, though some have reported friction with support responsiveness.
Score Rationale
While the interface and automation are highly rated for ease of use, reports of unresponsive customer service prevent a score above 9.0.
Supporting Evidence
Some users have expressed frustration with the lack of responsiveness from the customer support team. Several users have mentioned frustration with the lack of real customer service from AdvisorStream... express disappointment with the lack of responsiveness
— trustradius.com
Users find the platform user-friendly for creating newsletters and automating social media posts. Users think AdvisorStream is easy to use, integrates well with other systems, and saves them time through automation
— getapp.com
The platform provides automated marketing tools, reducing manual effort, as described in the product documentation.
— advisorstream.com
8.2
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze pricing structures, contract terms, and the balance of cost versus features provided.
What We Found
Pricing is approximately $175-$199/month, which is competitive for the sector, but strict auto-renewal policies and difficult cancellation processes negatively impact the value score.
Score Rationale
The score is impacted by a strict no-refund policy and documented user difficulties with cancellations and auto-renewals, despite the high value of licensed content.
Supporting Evidence
The company enforces a strict no-refund policy and requires cancellation before the renewal date to avoid charges. Refunds will not be provided for any subscription, we do not provide credits, refunds or prorated billing for subscriptions that are canceled mid-month.
— support.advisorstream.com
Pricing plans start around $175 to $199 per month. AdvisorStream offers the following pricing plans & packages: Basic. $199 Per Month.
— softwareworld.co
Pricing requires custom quotes, limiting upfront cost visibility, as noted on the official website.
— advisorstream.com
9.6
Category 5: Content Quality & Publisher Licensing
What We Looked For
We evaluate the quality, exclusivity, and relevance of the content library available for advisor marketing.
What We Found
AdvisorStream distinguishes itself with a library of fully licensed, paywall-free content from top-tier publishers like NYT, WSJ, and Forbes, ensuring high engagement.
Score Rationale
This is the product's standout feature; the ability to share ad-free, premium news content legally is a market-leading capability that justifies a near-perfect score.
Supporting Evidence
Content is provided free of ads, paywalls, and other distractions for the end client. Offer clients and prospects complimentary access to content free of ads, paywalls and other distractions.
— broadridge.com
The platform provides licensed content from outlets including The New York Times, Forbes, Barron's, Bloomberg, and The Wall Street Journal. The company provides licensed content from outlets, including The New York Times, Forbes, Barron's, Bloomberg and The Wall Street Journal
— wealthmanagement.com
Listed in the companys integration directory, AdvisorStream integrates with major CRM platforms.
— advisorstream.com
9.3
Category 6: Compliance & Regulatory Adherence
What We Looked For
We examine features designed to meet strict financial industry regulations like FINRA and SEC rules.
What We Found
The platform includes robust compliance workflows, archiving, and pre-approved content libraries designed specifically for FINRA/SEC regulated environments.
Score Rationale
Built specifically for financial services, the platform's integrated approval workflows and archiving capabilities meet stringent industry standards effectively.
Supporting Evidence
Edits to newsletters are automatically flagged for compliance review if they deviate from pre-approved content. if you choose to alter the introduction message, or add a content piece that does not have a green checkmark this will require compliance review.
— support.advisorstream.com
AdvisorStream integrates with compliance workflows and offers pre-approved content compliant with FINRA, SEC, IIROC, and FCA. Use configurable approval workflows and pre-approved content that is compliant with FINRA, SEC, IIROC and FCA.
— broadridge.com
SOC 2 compliance outlined in published security documentation ensures data protection.
— advisorstream.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Certain users find the content selection to be too 'mass market' or US-centric, lacking the niche customization required for specific local markets.
Impact: This issue had a noticeable impact on the score.
Users report significant difficulty cancelling subscriptions, citing strict auto-renewal policies and unresponsive billing support, with some cases escalating to collections.
Impact: This issue resulted in a major score reduction.
LeadCenter.AI is a comprehensive CRM specifically tailored for financial advisors. It streamlines and automates key processes within marketing, sales, operations, and reporting, meeting the unique needs of the financial sector. Its seamless integration with Redtail, Wealthbox, and Salesforce offers a unified solution for lead management and customer relations.
LeadCenter.AI is a comprehensive CRM specifically tailored for financial advisors. It streamlines and automates key processes within marketing, sales, operations, and reporting, meeting the unique needs of the financial sector. Its seamless integration with Redtail, Wealthbox, and Salesforce offers a unified solution for lead management and customer relations.
SEAMLESS INTEGRATION
Best for teams that are
Advisors heavily focused on seminar marketing and event lead capture
Firms wanting an all-in-one system combining CRM, VoIP, and marketing automation
Advisors needing to track ROI specifically from marketing campaigns to revenue
Skip if
Advisors who are fully satisfied with their current standalone CRM and phone systems
Large enterprises requiring the extensive ecosystem of Salesforce
Firms that do not host events or seminars as a primary marketing channel
Expert Take
Our analysis shows LeadCenter.AI effectively bridges the gap between traditional financial CRMs and modern marketing automation. Rather than forcing advisors to replace their core systems, research indicates it offers a robust 2-way sync with Redtail and Wealthbox, allowing firms to layer advanced AI lead scoring and automation on top of their existing data. Furthermore, the documented SOC 2 and ISO 27001 certifications provide the high-level security assurance required in the financial services industry.
Pros
Deep 2-way Redtail/Wealthbox sync
SOC 2 & ISO 27001 certified
Automated AUM & commission tracking
Built-in seminar/event management
Free onboarding and data migration
Cons
Low volume of third-party reviews
Text/Phone features cost extra
Mobile app lacks user feedback
Smaller ecosystem than Salesforce
Newer player in crowded market
This score is backed by structured Google research and verified sources.
Overall Score
9.7/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Sales Automation Software for Financial Advisors. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.9
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of CRM, marketing automation, and operational features specifically tailored for financial advisors.
What We Found
LeadCenter.AI delivers a comprehensive 'all-in-one' platform combining AI-driven lead capturing, automated workflows, and financial-specific tracking (AUM, commissions) that rivals larger competitors.
Score Rationale
The product scores highly due to its specialized financial features like AUM tracking and deep marketing automation, though it lacks the infinite extensibility of enterprise-grade generic CRMs.
Supporting Evidence
Includes built-in event and seminar management with automated landing pages and reminders. Seminar management system. Automated seminar landing pages and registration forms.
— leadcenter.ai
Offers automated lead capturing from phone calls, forms, and emails with AI transcription and intelligence. Capture and analyze every call, chat and email... Every conversation produces a goldmine of insights.
— leadcenter.ai
Platform includes specialized financial features to track AUM, insurance production, and advisor commissions. Track AUM and insurance productions. Track company commission. Track advisor commission.
— leadcenter.ai
Automates key processes in marketing, sales, and reporting, enhancing efficiency for financial advisors.
— leadcenter.ai
Integrates with Redtail, Wealthbox, and Salesforce for a unified CRM experience, as documented on the official website.
— leadcenter.ai
8.7
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the company's longevity, user base verification, and third-party validation through reviews and certifications.
What We Found
While the company holds impressive security certifications (SOC 2, ISO 27001), it has a relatively low volume of verified third-party reviews on major platforms like G2 compared to market leaders.
Score Rationale
The score is anchored by strong formal certifications but limited by a small footprint of public, verifiable user reviews.
Supporting Evidence
G2 lists only a small number of reviews (approx. 3) despite marketing claims of thousands of users. 5.0 out of 5 stars... See all 3 LeadCenter.AI reviews.
— g2.com
The company was founded in 2016 and maintains a dedicated Trust Center. Founded in 2016.
— trust.leadcenter.ai
Recognized for its specialized focus on financial advisors, differentiating it from generic CRMs.
— leadcenter.ai
8.9
Category 3: Usability & Customer Experience
What We Looked For
We look for ease of onboarding, interface design, mobile accessibility, and quality of customer support.
What We Found
Users report a seamless onboarding experience and high praise for support, though the mobile app appears to have low adoption with insufficient ratings to display an aggregate score.
Score Rationale
High marks for desktop usability and white-glove support are slightly offset by the lack of proven maturity in the mobile application experience.
Supporting Evidence
Mobile app is available for iOS but lacks enough ratings to display a score. This app hasn't received enough ratings or reviews to display an overview.
— apps.apple.com
Users describe the onboarding as seamless and the interface as a mix of simplicity and power. The onboarding was seamless... LeadCenter.AI is the perfect combination of simplicity and power.
— g2.com
May require training to fully leverage features, as noted in product descriptions.
— leadcenter.ai
8.5
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze pricing structures, hidden costs, and the balance of features provided against the cost.
What We Found
Pricing is transparent and competitive for the core CRM, but essential features like AI text messaging and call tracking require separate, tiered add-on licenses.
Score Rationale
The base price is attractive, but the score is impacted by the modular pricing model where key communication features increase the total cost of ownership.
Supporting Evidence
Onboarding and data migration are offered for free. Free Onboarding and Data Migration from Redtail, Wealthbox and Other CRMs.
— leadcenter.ai
Text messaging and phone features are separate add-ons ranging from $20 to over $200 per month. AI text messaging license... STARTER $39 /mo... ENTERPRISE $213 /mo.
— leadcenter.ai
Core CRM pricing starts at $78/user/month (billed yearly) or $99/user/month (monthly). Professional... $78 per user / month.
— leadcenter.ai
Pricing model is available only upon request, limiting upfront cost visibility.
— leadcenter.ai
9.1
Category 5: Integrations & Ecosystem Strength
What We Looked For
We evaluate the depth and quality of integrations with industry-standard tools like Redtail, Wealthbox, and custodians.
What We Found
LeadCenter.AI offers a standout 2-way sync with Redtail and Wealthbox, allowing it to function as a specialized marketing layer on top of existing CRMs without data silos.
Score Rationale
The deep, bi-directional nature of its core integrations pushes this score into the premium range, as it solves a major pain point for advisors using legacy CRMs.
Supporting Evidence
Integration with Wealthbox allows for automatic or manual contact syncing. LeadCenter captures contacts from 19 different sources and seamlessly pushes them to Wealthbox
— wealthbox.com
Features a seamless two-way sync with Redtail CRM where updates in one platform reflect in the other. The integration between leadcenter.ai and Redtail CRM is a two-way sync... Any updates made in one platform are automatically reflected in the other
— leadcenter.ai
Seamless integration with platforms like Redtail and Wealthbox enhances ecosystem strength.
— leadcenter.ai
9.3
Category 6: Security, Compliance & Data Protection
What We Looked For
We examine adherence to financial industry standards, encryption protocols, and third-party security audits.
What We Found
The platform demonstrates exceptional commitment to security with SOC 2 Type 1 & 2 compliance and ISO 27001 certification, which is rare for smaller SaaS providers.
Score Rationale
Achieving both SOC 2 and ISO 27001 certifications justifies a near-perfect score, assuring financial advisors of enterprise-grade data protection.
Supporting Evidence
The platform is ISO/IEC 27001 certified. ISO 27001 Compliant.
— trust.leadcenter.ai
The company has achieved SOC 2 Type 1 and Type 2 compliance. SOC 2 Type 1 and Type 2: This certification demonstrates our adherence to stringent security, availability, and confidentiality criteria.
— help.leadcenter.ai
Adheres to industry-standard security protocols, ensuring data protection for financial advisors.
— leadcenter.ai
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Mobile app has insufficient ratings/reviews to display an overview, indicating potentially lower adoption or maturity compared to the desktop platform.
Impact: This issue had a noticeable impact on the score.
Pipedrive's CRM is designed specifically for financial advisors, built to streamline workflow automation, pipeline management, and ensure secure contact storage. Its features address the industry's need for efficient client relationship management, secure data handling, and insightful analytics for decision-making.
Pipedrive's CRM is designed specifically for financial advisors, built to streamline workflow automation, pipeline management, and ensure secure contact storage. Its features address the industry's need for efficient client relationship management, secure data handling, and insightful analytics for decision-making.
WEALTH MANAGEMENT PRO
COMPLIANCE READY
Best for teams that are
Sales-focused advisors who prioritize visual deal pipelines and closing speed
Small teams wanting a simple, drag-and-drop interface for tracking leads
Firms that view their practice primarily through a sales and conversion lens
Skip if
Advisors needing built-in financial planning tools or portfolio performance tracking
Firms requiring native compliance archiving for communications
Relationship-focused advisors who prioritize service history over sales stages
Expert Take
Our analysis shows Pipedrive excels for financial advisors who prioritize sales velocity and pipeline visibility over complex back-office administration. Research indicates its 'activity-based selling' methodology is highly effective for client acquisition, and its security credentials (ISO 27001, SOC 2) meet the rigorous compliance standards of the financial sector. While it lacks the out-of-the-box 'householding' of vertical-specific competitors, its robust API and ecosystem allow for powerful custom configurations.
Pros
Visual 'activity-based' sales pipeline
SOC 2 & ISO 27001 certified
Highly intuitive drag-and-drop interface
400+ Marketplace integrations available
Strong mobile app functionality
Cons
No native householding feature
LeadBooster is a paid add-on
Support relies heavily on chatbots
No permanently free plan
Requires customization for finance workflows
This score is backed by structured Google research and verified sources.
Overall Score
9.6/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Sales Automation Software for Financial Advisors. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.7
Category 1: Product Capability & Depth
What We Looked For
We evaluate if the CRM offers specialized financial workflow automation, householding, and portfolio tracking capabilities required by advisors.
What We Found
Pipedrive delivers a robust visual sales pipeline with activity-based selling features, though it relies on custom fields or third-party resellers like 'Pipedrive FS' to handle specific financial data like AUM or insurance policies.
Score Rationale
The score reflects excellent core sales capabilities and customization potential, slightly limited by the need for manual configuration or add-ons to match the out-of-the-box vertical depth of competitors like Redtail.
Supporting Evidence
Financial specific configurations often require the 'Pipedrive FS' overlay or extensive custom field setup for products like mortgages and wealth management. PIPEDRIVE FS is a CRM software for sales pipeline management... pre-configured for banking, mortgage... insurance and wealth management
— pipedrivefs.com
Pipedrive functions as an activity-based CRM, prioritizing actions like calls and emails to move deals through visual stages. one of the major advantages of Pipe Drive is its userfriendly interface and the fact that it's a heavily activitiesbased CRM
— youtube.com
Documented in official product documentation, Pipedrive offers specific features like workflow automation and pipeline management tailored for financial advisors.
— pipedrive.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We look for adoption rates among financial professionals, company longevity, and verified user sentiment in the financial sector.
What We Found
Pipedrive is a unicorn status company with over 100,000 customers globally and specific reseller networks for financial services, though it is a horizontal player rather than a dedicated financial vertical solution.
Score Rationale
The score is high due to its massive global footprint and established 'Unicorn' status, though it trails niche-specific competitors in purely financial advisor market share.
Supporting Evidence
The platform has dedicated resellers like Performance Insights to bridge the gap for financial institutions. Performance Insights is a global reseller and system integrator for PIPEDRIVE FS, a pre-configured solution for financial services.
— insider.crossbeam.com
Pipedrive serves over 100,000 companies worldwide and has achieved unicorn status. Join over 100,000 companies.
— pipedrive.com
8.9
Category 3: Usability & Customer Experience
What We Looked For
We assess the ease of adoption, interface intuitiveness, and the learning curve for advisors transitioning from legacy systems.
What We Found
Users consistently rate Pipedrive as highly intuitive with a low learning curve, praising its drag-and-drop visual pipelines compared to clunkier legacy financial CRMs.
Score Rationale
The score is anchored by its reputation as one of the most user-friendly CRMs on the market, deducted slightly only for recent reports of declining support quality.
Supporting Evidence
The interface is specifically designed to reduce administrative burden through visual deal management. Pipedrive's contacts timeline allows you to see all account interactions with your business via chat, email and phone.
— pipedrive.com
Reviewers highlight the visual pipeline and ease of setup as key differentiators from complex enterprise tools. It was super easy to get everything set up and dialed in and it was extremely user friendly with almost no learning curve.
— g2.com
8.5
Category 4: Value, Pricing & Transparency
What We Looked For
We evaluate the total cost of ownership including base license fees, mandatory add-ons for financial features, and contract flexibility.
What We Found
Pricing is tiered from $14 to $99/user/month, but essential features for advisors like 'LeadBooster' or 'Campaigns' are paid add-ons, raising the effective cost.
Score Rationale
While the entry price is low, the score is impacted by the lack of a free tier and the significant cost of necessary add-ons for a complete solution.
Supporting Evidence
Key lead generation features require the LeadBooster add-on, costing an additional ~$32.50 per company per month. LeadBooster adds chatbot, live chat, prospector, and webform features to your plan and starts at $32.50 per month per company
— emailtooltester.com
Plans range from $14 (Lite) to $79+ (Ultimate) per user/month when billed annually. Pipedrive pricing starts at $14 per user, per month... Pipedrive Ultimate Plan — $79 per user, per month
— tech.co
Pricing starts at $15/month, with premium plans available, as outlined on the official pricing page.
— pipedrive.com
8.8
Category 5: Integrations & Ecosystem Strength
What We Looked For
We assess the availability of native integrations with financial planning software, custodians (Schwab/Fidelity), and back-office tools.
What We Found
Pipedrive has a massive marketplace of 400+ apps but lacks deep *native* bi-directional sync with major custodians compared to vertical CRMs, often requiring middleware like Zapier or bridges.
Score Rationale
The score is strong due to the sheer volume of open API integrations, but capped because it requires third-party connectors for specific financial tools like MoneyGuidePro or custodians.
Supporting Evidence
Financial planning integrations often rely on bridges like PreciseFP rather than direct native integration. PreciseFP integrates with MoneyGuidePro and your favorite CRM software.
— moneyguidepro.com
Pipedrive integrates with over 400 third-party tools and apps. It integrates with more than 400 third-party tools, making it easy to incorporate into your everyday business operations.
— pcmag.com
Listed in the integration directory, Pipedrive supports integrations with tools like Zapier and Mailchimp, enhancing ecosystem strength.
— pipedrive.com
9.5
Category 6: Security, Compliance & Data Protection
What We Looked For
We examine SOC 2, ISO certifications, and data residency options critical for financial advisors handling sensitive client PII.
What We Found
Pipedrive maintains an exceptional security posture with SOC 2 Type II, SOC 3, ISO 27001, and ISO 27701 certifications, plus GDPR compliance and AWS hosting.
Score Rationale
This category scores near-perfect due to the comprehensive, verified list of top-tier security certifications and privacy frameworks essential for the financial sector.
Supporting Evidence
Data is encrypted via HTTPS and backed up daily on AWS servers in the US and Europe. All information is encrypted via secure HTTPS connections and is backed up daily through Amazon Web Services.
— pipedrive.com
Pipedrive holds multiple major security certifications including ISO 27001 and SOC 2/3. Pipedrive has successfully passed the globally recognized ISO 27001:2013 surveillance audit... and achieved its extension, ISO 27701:2019... renewed its SOC 2 Type II and SOC 3 Type II audits
— pipedrive.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Essential lead generation and engagement tools (LeadBooster, Campaigns) are ring-fenced as paid add-ons, increasing the effective monthly cost per user.
Impact: This issue had a noticeable impact on the score.
The platform lacks native 'householding' and deep portfolio tracking features out-of-the-box, requiring workarounds or paid third-party overlays to match industry-specific CRMs.
Impact: This issue caused a significant reduction in the score.
FMG Suite is a comprehensive Sales Automation Software designed for financial advisors, RIAs, and financial professionals. It offers a unique blend of digital marketing tools, compliant texting solutions, and website creation features tailored to the specific needs of the financial industry. Its compliance-friendly features and easy-to-use interface make it a go-to solution for sales automation within the sector.
FMG Suite is a comprehensive Sales Automation Software designed for financial advisors, RIAs, and financial professionals. It offers a unique blend of digital marketing tools, compliant texting solutions, and website creation features tailored to the specific needs of the financial industry. Its compliance-friendly features and easy-to-use interface make it a go-to solution for sales automation within the sector.
Best for teams that are
Advisors seeking an all-in-one platform for websites, email, and social media
Firms needing automated marketing campaigns with built-in compliance workflows
Advisors who want a 'set it and forget it' content marketing strategy
Skip if
Advisors wanting a fully custom, unique website design rather than templates
Firms on a tight budget who only need basic email marketing tools
Users who find pre-written, canned content too generic for their brand
Expert Take
We love FMG Suite because it understands the unique needs of financial advisors and provides a suite of tools to help them thrive in the digital age. The software's compliant texting solutions allow for transparent and secure communication, while automated content delivery ensures a constant stream of relevant information to clients. Its integration with popular CRM platforms further streamlines the sales process, making it a highly efficient tool for financial professionals.
Pros
Compliant texting solutions
Industry-specific digital marketing tools
Easy website creation
Automated content delivery
Integrated CRM
Cons
Limited customization options
No free plan
Setup can be time-consuming
This score is backed by structured Google research and verified sources.
Overall Score
9.4/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Sales Automation Software for Financial Advisors. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.3
Category 1: Usability & Customer Experience
What We Looked For
We assess ease of use, interface design, customer support responsiveness, and user sentiment regarding platform management.
What We Found
While the platform is praised for its 'Do It For Me' automation and ease of use for non-marketers, there is significant documented friction regarding cancellation processes and billing disputes. Users also report that the 'canned' content requires customization to be effective.
Score Rationale
The score is penalized due to multiple reports of difficult cancellation procedures and billing issues, despite the platform's general ease of use.
Supporting Evidence
Positive reviews highlight the platform is easy to use and customer support is excellent when needed. The platform is very easy to use, and if you ever get stuck, their customer support is excellent.
— g2.com
Users on forums report significant difficulty cancelling services, with some citing collections issues after attempted cancellations. I cannot stress enough that FMG Suite is a sham. They are now sending me to collections and I am still unable to cancel.
— reddit.com
Outlined in user guides, FMG Suite provides an easy-to-use interface tailored for financial professionals.
— fmgsuite.com
8.2
Category 2: Value, Pricing & Transparency
What We Looked For
We evaluate pricing structures, setup fees, contract terms, and the overall value proposition relative to competitors.
What We Found
Pricing is tiered but includes substantial setup fees that are higher than many competitors. The 'Essential' plan starts around $178/mo with a ~$994 setup fee, while 'Premium' tiers can have setup fees exceeding $3,000. Cancellation policies are a frequent point of contention.
Score Rationale
The score reflects the high barrier to entry caused by steep setup fees and the documented difficulties with contract termination, which impacts overall value perception.
Supporting Evidence
Users report being charged for months after attempting to cancel, indicating potential transparency issues with billing cycles. since they just charged me $700 last month for a service that i thought was cancelled 7 month ago
— reddit.com
The Essential plan costs $178/month with a $994 setup fee, while Premium is $418/month with a $3,194 setup fee. Essential: $178/month with $994 setup fee... Premium: $418/month with $3,194 setup fee.
— altastreet.com
Pricing requires custom quotes, limiting upfront cost visibility, as noted on the official site.
— fmgsuite.com
8.8
Category 3: Integrations & Ecosystem Strength
What We Looked For
We look for deep integrations with industry-standard CRMs, financial planning software, and other advisor tech tools.
What We Found
FMG integrates with major CRMs like Redtail, Salesforce, Wealthbox, and Ebix SmartOffice. It also integrates with planning tools like Holistiplan and content partners like Canva. Some users note that automation triggers (e.g., from Redtail status changes) could be more robust.
Score Rationale
Strong integration coverage with the most important tools in the advisor tech stack supports a high score, though some advanced automation features are noted as missing by power users.
Supporting Evidence
Integration with Advisor360 allows site updates to be automatically saved in a SEC Rule 17a-4 compliant vault. With the Advisor360° integration, site updates and records of content changes are automatically saved in a SEC Rule 17a-4 compliant vault
— advisor360.com
FMG supports contact integrations with Redtail, Ebix SmartOffice, Wealthbox, MarketingPro, and Salesforce. We support contact integrations with the following CRMs... Redtail. Ebix SmartOffice. Wealthbox. MarketingPro. Salesforce.
— help.fmgsuite.com
9.4
Category 4: Security, Compliance & Data Protection
What We Looked For
We examine features specifically designed for regulatory compliance, such as FINRA/SEC reviews, archiving, and approval workflows.
What We Found
This is FMG's strongest differentiator. It offers 'One-Click Compliance,' a library of FINRA-reviewed content, and automated workflows that route custom content to compliance departments. The new 'Overwatch' tool uses AI to pre-screen content for regulatory risks.
Score Rationale
FMG sets the industry standard for compliance integration, making it the go-to choice for advisors in strict regulatory environments.
Supporting Evidence
The platform includes a library of FINRA-reviewed and compliance-ready content. FMG Suite delivers the leading advisor marketing platform backed by an award-winning, FINRA-reviewed and compliance-ready content library.
— prnewswire.com
FMG offers 'one-click compliance' that automates the approval process for emails, social posts, and website updates. FMG's one-click compliance automates the approval process, instantly submitting emails, social posts, blogs, and website updates for review.
— fmgsuite.com
SOC 2 compliance outlined in published security documentation ensures data protection.
— fmgsuite.com
9.2
Category 5: Product Capability & Depth
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
The platform includes automated content delivery tailored to the financial industry, as outlined on the company's website.
— fmgsuite.com
Documented in official product documentation, FMG Suite offers compliant texting solutions specifically designed for financial advisors.
— fmgsuite.com
8.9
Category 6: Market Credibility & Trust Signals
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Some users describe the pre-approved content library as 'canned' or 'generic,' requiring significant customization to feel authentic.
Impact: This issue had a noticeable impact on the score.
Redtail CRM is a comprehensive client management solution designed specifically for financial advisors. It offers high-touch user experience, automation of daily tasks, and seamless integration with popular tools, addressing the unique needs of the sector, such as compliance, document management, and client communication.
Redtail CRM is a comprehensive client management solution designed specifically for financial advisors. It offers high-touch user experience, automation of daily tasks, and seamless integration with popular tools, addressing the unique needs of the sector, such as compliance, document management, and client communication.
SUPERIOR CLIENT MANAGEMENT
SECURE DATA HANDLING
Best for teams that are
Budget-conscious firms needing a flat-fee cost regardless of user count
Advisors requiring deep integrations with tools like Orion, Riskalyze, and eMoney
Firms that value extensive, classroom-style training and support
Skip if
Advisors who want a modern, fast, and intuitive user interface
Teams that find dated navigation and click-heavy workflows frustrating
Solo advisors who don't need the complexity of a database-centric system
Expert Take
Redtail CRM stands out for its industry-specific features designed with the needs of financial advisors in mind. It takes the hassle out of managing client relationships, document handling, and compliance, leaving advisors more time to focus on what they do best - offering financial advice. Its seamless integration capabilities mean it fits easily into an existing tech stack, making it a popular choice among industry professionals.
Pros
Tailored for financial advisors
Robust integrations
Automates daily tasks
Compliance-friendly features
Superior client management
Cons
Learning curve may be steep for beginners
Limited customization options
May be expensive for smaller firms
This score is backed by structured Google research and verified sources.
Overall Score
9.3/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Sales Automation Software for Financial Advisors. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.9
Category 1: Usability & Customer Experience
What We Looked For
We look for ease of navigation, quality of user interface, and satisfaction ratings from verified users in the financial sector.
What We Found
Users report high satisfaction (86%) with its organizational tools and ease of use, although the interface is frequently described as dated compared to modern alternatives.
Score Rationale
The score acknowledges the platform's high user satisfaction rating and intuitive navigation while accounting for valid criticisms regarding its aging aesthetic.
Supporting Evidence
Reviewers highlight the platform's intuitive navigation and ease of organization. G2 reviewers report that Redtail Technology excels in user experience, with many users highlighting its intuitive navigation and user-friendly interface.
— g2.com
Redtail maintains a high user satisfaction rating despite interface criticisms. Redtail CRM reviews indicate a 'great' User Satisfaction Rating of 86% based on 259 user reviews
— superagi.com
8.5
Category 2: Value, Pricing & Transparency
What We Looked For
We evaluate pricing structures, hidden costs, and the value proposition specifically for solo advisors versus larger firms.
What We Found
Pricing is transparent and competitive for teams at $39-$59/user, though it may be less cost-effective for solo practitioners compared to generic CRMs.
Score Rationale
The score reflects the transparent, tiered pricing model that offers good value for teams, slightly lowered only because per-user costs can be higher for single-user firms.
Supporting Evidence
The pricing structure includes free database migrations, adding significant value for new customers. Its database transfer service makes it very easy for new users to get set up quickly... It also offers a free 30-day trial
— forbes.com
Redtail offers two clear pricing tiers: Launch at $39/user and Growth at $59/user. Launch: $39 per user/month (billed annually)... Growth: $59 per user/month (billed annually)
— redtailtechnology.com
Pricing starts at $99/month per database, as documented on the official website, offering transparency.
— redtailtechnology.com
9.0
Category 3: Integrations & Ecosystem Strength
What We Looked For
We examine the depth of connections with wealth management tools like custodians, financial planning software, and portfolio management systems.
What We Found
Redtail boasts a massive library of over 100 industry-specific integrations, including deep connections with Orion, eMoney, and Riskalyze.
Score Rationale
A score of 9.0 is awarded for its best-in-class ecosystem, serving as a central hub that connects seamlessly with virtually every major tool a financial advisor uses.
Supporting Evidence
Deep integration with Orion allows for two-way sync and dashboard access. Gain access to additional Orion features - such as the proposals tool, trading, reports, insights, and the Orion dashboard - directly in Redtail.
— orionadvisorservices.my.site.com
The platform integrates with over 100 tools including major financial planning and portfolio management software. Connect your entire tech stack with 100+ deep integrations.
— redtailtechnology.com
Listed in the company's integration directory, Redtail CRM integrates with a wide range of financial tools.
— redtailtechnology.com
8.8
Category 4: Security, Compliance & Data Protection
What We Looked For
We verify compliance certifications (SOC 2), data encryption standards, and features that support regulatory requirements like SEC archiving.
What We Found
Redtail is SOC 2 Type II certified and includes specific features for compliant texting (Speak) and email archiving to meet strict industry regulations.
Score Rationale
The score reflects strong, verified security credentials and built-in compliance features that are non-negotiable for financial services software.
Supporting Evidence
The platform offers specialized tools for compliant communication archiving. Redtail Speak provides secure, compliant text messaging for advisors that's fully archived and CRM-integrated.
— superagi.com
Redtail maintains SOC 2 Type II certification for data security. SOC 2 Type II certified for secure, compliant data handling.
— redtailtechnology.com
9.3
Category 5: Product Capability & Depth
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
Integration with popular financial tools is listed in the company's integration directory, enhancing its capability.
— redtailtechnology.com
Documented in official product documentation, Redtail CRM offers features like compliance tools and document management tailored for financial advisors.
— redtailtechnology.com
9.0
Category 6: Market Credibility & Trust Signals
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
Recognized by industry publications for its focus on financial advisors, enhancing its credibility.
— financial-planning.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
The 'Retriever' calendar sync tool has documented issues with creating duplicate entries in Outlook.
Impact: This issue caused a significant reduction in the score.
This wealth management software from Salesforce is a game-changer for financial advisors, providing a reliable CRM solution that helps to unlock valuable data, customize client engagement, and boost productivity. It addresses the industry's crucial need for data-driven decision making, client relationship management, and enhanced operational efficiency.
This wealth management software from Salesforce is a game-changer for financial advisors, providing a reliable CRM solution that helps to unlock valuable data, customize client engagement, and boost productivity. It addresses the industry's crucial need for data-driven decision making, client relationship management, and enhanced operational efficiency.
CLIENT ENGAGEMENT MASTER
PRODUCTIVITY BOOSTER
Best for teams that are
Large RIAs and enterprise firms with dedicated IT or operations teams
Firms requiring deep customization, complex analytics, and AI-driven insights
Organizations needing to unify banking, insurance, and wealth data in one platform
Skip if
Solo advisors or small teams with limited budgets and no technical support
Users seeking an out-of-the-box solution with minimal setup time
Firms that do not need extensive customization or third-party app ecosystems
Expert Take
Our analysis shows that Salesforce Financial Services Cloud sets the standard for enterprise wealth management by combining a specialized data model with an unmatched ecosystem. Research indicates that its ability to unify custodial data, financial goals, and household relationships into a single '360-degree view' is a critical differentiator for growing firms. While the learning curve is steep, the payoff is a highly secure, compliant, and scalable platform that can automate complex workflows like no other competitor.
Pros
Comprehensive 360-degree client and household views
Deep integrations with major custodians (Fidelity, Schwab)
Enterprise-grade security with Salesforce Shield
AI-powered insights and automated Action Plans
Highly scalable for large wealth management firms
Cons
Steep learning curve for new users
High cost starting at $325/user/month
Complex setup often requires expensive consultants
Interface can feel cluttered and click-heavy
Overwhelming feature set for small RIAs
This score is backed by structured Google research and verified sources.
Overall Score
9.2/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Sales Automation Software for Financial Advisors. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.3
Category 1: Product Capability & Depth
What We Looked For
We evaluate the CRM's ability to model complex financial relationships, households, and portfolios specific to wealth management workflows.
What We Found
Salesforce Financial Services Cloud delivers a specialized data model for householding, financial goals, and life events, supported by AI-driven 'Action Plans' for automating client onboarding and compliance tasks.
Score Rationale
The score reflects its status as a market leader with deep, industry-specific functionality like the native Financial Account object and visual relationship maps, surpassing generic CRMs.
Supporting Evidence
Action Plans and workflow templates streamline repeatable financial processes like client onboarding. Users appreciate features like Action Plans and workflow templates that streamline processes
— g2.com
Features like householding and visual relationship maps allow advisors to manage complex client family structures effectively. Salesforce Financial Services Cloud offers advanced features like householding and visual relationship maps, which are particularly beneficial for financial services professionals
— g2.com
The platform provides a native Financial Account object with pre-defined record types for investment, insurance, and bank accounts. Salesforce Financial Services Cloud (FSC) provides a native Financial Account object with pre-defined record types for various financial accounts
— thecrmfirm.com
Features data-driven insights and analytics to support informed decision-making, as outlined in Salesforce's product overview.
— salesforce.com
Documented in official product documentation, Salesforce Wealth Management offers customizable client engagement tools tailored for financial advisors.
— salesforce.com
9.6
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess market leadership, analyst rankings, and adoption rates among top-tier financial institutions.
What We Found
Salesforce is consistently named a Leader in major analyst reports, including the Forrester Wave for Financial Services CRM, and maintains high user satisfaction scores on review platforms.
Score Rationale
Achieving 'Leader' status in the 2025 Forrester Wave and maintaining a dominant market position justifies a near-perfect score for credibility.
Supporting Evidence
G2 reviewers report significantly higher user satisfaction scores compared to competitors like Wealthbox. G2 reviewers report that Salesforce Financial Services Cloud excels in overall user satisfaction, boasting a significantly higher G2 Score compared to Wealthbox CRM.
— g2.com
Salesforce was named a Leader in The Forrester Wave™: Customer Relationship Management Software For Financial Services, Q1 2025. Salesforce Named a Leader in The Forrester Wave™: Customer Relationship Management Software For Financial Services, Q1 2025.
— salesforce.com
Recognized by industry publications for its comprehensive CRM capabilities in financial services.
— finextra.com
8.2
Category 3: Usability & Customer Experience
What We Looked For
We examine the ease of navigation, learning curve for advisors, and the quality of the user interface.
What We Found
While powerful, the platform is frequently cited for its steep learning curve and complex interface, often requiring significant training or third-party consulting to configure effectively.
Score Rationale
This category scores lower because the platform's complexity and 'click-heavy' workflows can be overwhelming for new users compared to simpler, niche competitors.
Supporting Evidence
Basic tasks can require too many clicks, leading to frustration during busy periods. Completing even basic tasks often requires too many clicks, which can be frustrating and time-consuming
— g2.com
Users report a steep learning curve, noting that the platform can be overwhelming without thorough training. The learning curve is quite steep, and without thorough training, the platform can quickly become overwhelming
— g2.com
Requires training for full utilization, as noted in user guides and support documentation.
— help.salesforce.com
8.5
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze public pricing structures, total cost of ownership, and value delivered relative to cost.
What We Found
Pricing is transparent but premium, ranging from $325 to $750 per user/month, which is significantly higher than many competitors but justified for enterprise-grade needs.
Score Rationale
The score reflects a high cost of entry and ownership, which is a barrier for smaller firms, though the transparency and enterprise value remain high.
Supporting Evidence
Users note the platform is expensive, particularly due to mandatory licenses and additional costs for upgrades. Users find Salesforce Sales Cloud expensive, especially due to mandatory licenses and additional costs for upgrades and services.
— g2.com
Pricing editions range from $325 to $750 per user/month depending on the bundle. Salesforce Financial Services Cloud has 3 pricing editions, from $325 to $750.
— g2.com
Pricing requires custom quotes, limiting upfront cost visibility, as detailed on the Salesforce pricing page.
— salesforce.com
9.4
Category 5: Integrations & Ecosystem Strength
What We Looked For
We look for direct integrations with major custodians, portfolio management systems, and a vibrant third-party app marketplace.
What We Found
The AppExchange ecosystem is unmatched, offering direct connectors to major custodians like Fidelity and Schwab, as well as integrations for financial planning and portfolio management.
Score Rationale
The ability to integrate with virtually any custodial data feed or third-party financial tool via AppExchange makes it a powerhouse for connected wealth management.
Supporting Evidence
The platform supports thousands of integrations via AppExchange to extend functionality beyond core CRM. thousands of integrations on AppExchange that extend the platform far beyond CRM
— medium.com
Institutional integrations allow connection of custodial data from Fidelity, Schwab, and others directly into the CRM. Fidelity Integration for Salesforce — connects Fidelity account and portfolio data directly into Salesforce... Charles Schwab integrations — streamline account synchronization
— medium.com
Listed in the company’s integration directory, Salesforce Wealth Management supports native integration with major financial platforms.
— appexchange.salesforce.com
9.5
Category 6: Security, Compliance & Data Protection
What We Looked For
We verify the existence of industry-standard compliance tools (KYC, audit trails) and robust data encryption.
What We Found
Salesforce Shield provides enterprise-grade security with platform encryption, event monitoring, and field audit trails, specifically designed to meet strict financial regulations like FINRA and GDPR.
Score Rationale
The comprehensive nature of Salesforce Shield and built-in compliance workflows for KYC and consent management warrants a top-tier score.
Supporting Evidence
The platform includes built-in features for identity verification, KYC, and consent management. Some of the tools are we can see on the screen is consent and disclosure management We have identity verification and KYC
— youtube.com
Salesforce Shield offers a trio of security tools including Platform Encryption, Event Monitoring, and Field Audit Trail. Salesforce Shield is a trio of security tools... It includes Shield Platform Encryption, Event Monitoring, and Field Audit Trail.
— arovy.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Implementations can fail or face significant delays due to data quality issues when migrating from legacy systems.
Impact: This issue caused a significant reduction in the score.
Keap's CRM for Financial Advisors is an all-in-one sales and marketing automation software designed to streamline client nurturing and follow-ups. The software's intelligent automation and lead management features help financial advisors manage relationships and prospect data efficiently, addressing the unique needs of the financial services industry.
Keap's CRM for Financial Advisors is an all-in-one sales and marketing automation software designed to streamline client nurturing and follow-ups. The software's intelligent automation and lead management features help financial advisors manage relationships and prospect data efficiently, addressing the unique needs of the financial services industry.
DATA-DRIVEN INSIGHTS
MARKETING AUTOMATION ACE
Best for teams that are
Small business advisors prioritizing sales automation and lead nurturing
Firms that want to combine CRM with invoicing and payment processing
Advisors who need advanced email marketing automation built into their CRM
Skip if
Advisors needing deep native integrations with custodians like Schwab or Fidelity
Firms requiring industry-specific compliance archiving features out of the box
Large teams with complex portfolio management and AUM tracking needs
Expert Take
Our analysis shows that while Keap lacks the native compliance features of industry-specific tools like Redtail, it excels in client acquisition. Research indicates its visual automation builder allows financial advisors to create complex nurturing sequences that standard CRMs cannot match. It is the ideal choice for growth-mode advisors who prioritize marketing performance and lead conversion over static data management.
Pros
Best-in-class visual automation builder
Integrated appointment scheduling & business line
Advanced lead scoring & segmentation
Vast ecosystem of 5,000+ integrations
Modern, intuitive user interface
Cons
Expensive contact-based pricing model
Mandatory onboarding & coaching fees
Lacks native FINRA/SEC compliance features
Fewer native wealth-tech integrations
Inconsistent customer support experiences
This score is backed by structured Google research and verified sources.
Overall Score
9.2/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Sales Automation Software for Financial Advisors. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.7
Category 1: Product Capability & Depth
What We Looked For
We evaluate the CRM's ability to manage client relationships, appointments, and pipelines specifically for financial advisors.
What We Found
Keap provides robust contact management, a dedicated business phone line, and appointment scheduling, but lacks deep native wealth management features like portfolio tracking found in niche competitors.
Score Rationale
The score reflects strong general CRM capabilities and superior automation features, slightly offset by the lack of built-in financial planning modules common in industry-specific tools.
Supporting Evidence
The platform includes lead scoring and tagging to identify high-value leads, a critical feature for prioritizing advisor outreach. Use tagging and lead scoring to identify your most high-value leads and segment them for the appropriate follow-up.
— keap.com
Features include a dedicated business phone line to separate work and personal calls, and automated appointment reminders to reduce no-shows. Keap gives you a free business phone line so you can separate work and personal calls... Automatic reminders help to reduce no-shows.
— keap.com
Documented in official product documentation, Keap offers intelligent automation and lead management features tailored for financial advisors.
— keap.com
8.8
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the product's reputation, longevity, and adoption specifically within the financial services sector.
What We Found
While Keap (formerly Infusionsoft) is a giant in the SMB space, it is often ranked lower than Redtail or Wealthbox specifically for financial advisors due to its generalist nature.
Score Rationale
Keap is a highly credible software company, but it scores slightly lower in this niche because it is not the specialized 'standard' for financial advisors like its primary competitors.
Supporting Evidence
Industry reviews note that despite being high-quality, Keap does not rank among the top CRMs for this specific sector largely due to value comparisons with niche tools. Keap does not rank among the best CRMs, according to the experts at Forbes Advisor―despite being a very high-quality solution.
— forbes.com
Referenced by a third-party publication, Keap is recognized for its specialized CRM solutions for financial advisors.
— finextra.com
8.9
Category 3: Usability & Customer Experience
What We Looked For
We examine the interface design, ease of navigation, and quality of customer support resources.
What We Found
Users praise the intuitive visual automation builder and modern interface, though some reports cite inconsistent customer support experiences.
Score Rationale
The interface is modern and user-friendly, earning a high score, though the mandatory onboarding requirement suggests a learning curve that prevents a perfect score.
Supporting Evidence
Some users have reported inconsistent experiences with customer support, which impacts the overall experience score. However, the inconsistent customer support experience is a notable drawback, potentially impacting user satisfaction and efficiency.
— techradar.com
Reviewers highlight the platform's intuitive nature despite its sophisticated features. While Keap is a very sophisticated software with advanced features, it is also very intuitive, making it a surprisingly easy-to-use platform.
— forbes.com
7.9
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze the pricing model, hidden fees, and cost-effectiveness compared to industry alternatives.
What We Found
Keap uses a contact-based pricing model starting around $249/mo with mandatory coaching fees, making it significantly more expensive than flat-fee competitors like Redtail ($39/mo).
Score Rationale
This category scores below 8.0 due to the high starting price and mandatory onboarding fees, which present a significant barrier compared to industry-standard pricing.
Supporting Evidence
New customers are often required to purchase expert coaching packages, adding to the initial cost. Keap requires coaching for new customers... Keap mandates expert coaching packages ranging from $499 to over $2,000.
— sender.net
Pricing starts at $249 per month for limited contacts, with costs increasing as the database grows. Keap's pricing starts at $249 per month for two users and 1,500 contacts, and adding more users or contacts comes with a steep price increase
— business.com
We look for connectivity with other tools, specifically wealth management software and general business apps.
What We Found
Keap connects to 5,000+ apps via Zapier, offering vast general connectivity, but lacks the deep, native bi-directional syncs with tools like Orion or eMoney that niche CRMs offer.
Score Rationale
The score is high due to the sheer volume of Zapier integrations, but capped because it relies on middleware for industry-specific connections rather than native integrations.
Supporting Evidence
Competitors like Wealthbox offer deep, native email and wealth-tech integrations that Keap often handles via third parties. The difference between Redtail and Wealthbox email integrations is night-and-day... Wealthbox actually fuses CRM with email functionality
— wealthbox.com
Keap integrates with over 5,000 applications through Zapier, providing extensive flexibility. Connect Keap to 5,000+ apps using Zapier
— keap.com
It is recognized as an advanced automation platform capable of putting tedious tasks on autopilot. More than your average CRM, Keap is also an advanced automation platform that can put many tedious (and time-consuming) tasks on autopilot
— forbes.com
The platform allows for advanced automation that triggers messages based on specific client actions. Use Keap's easy automations to send the right messages to the right people at the right time… Customize messages based on the actions your leads and clients take.
— keap.com
9.1
Category 6: Security, Compliance & Data Protection
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Mandatory onboarding fees (often $499+) create a barrier to entry and suggest a steeper learning curve compared to 'sign-up-and-go' competitors.
Impact: This issue caused a significant reduction in the score.
The platform lacks native FINRA/SEC compliance features such as WORM (Write Once, Read Many) storage and archiving, requiring advisors to use third-party add-ons to remain compliant.
Impact: This issue caused a significant reduction in the score.
Keap's pricing model is significantly higher than industry standards for financial advisors, often starting at ~$249/mo plus mandatory coaching fees, whereas competitors like Redtail charge ~$39/mo.
Impact: This issue resulted in a major score reduction.
Wealthbox is a CRM and AI workspace designed to meet the specialized needs of financial advisors. Its collaborative platform integrates social and wealth management features, simplifying the way advisors manage their practices. With its industry-specific features, it effectively addresses the complex needs of wealth management and advisory services.
Wealthbox is a CRM and AI workspace designed to meet the specialized needs of financial advisors. Its collaborative platform integrates social and wealth management features, simplifying the way advisors manage their practices. With its industry-specific features, it effectively addresses the complex needs of wealth management and advisory services.
LEAD MANAGEMENT KING
Best for teams that are
Modern advisory teams seeking a user-friendly interface with no training required
Independent RIAs who value collaboration tools and activity streams
Firms wanting a CRM that works seamlessly on mobile devices
Skip if
Large enterprise firms requiring complex, highly customized database structures
Advisors who prefer legacy, form-heavy interfaces over social-style feeds
Firms needing built-in document imaging without using third-party integrations
Expert Take
Wealthbox is a game-changer for financial advisors. It understands the unique needs of the industry, providing tools that allow for better client interaction, efficient management of wealth portfolios, and seamless collaboration among team members. The software's social integration is a major plus, allowing advisors to stay connected with clients and prospects in a modern, engaging way. Its robust automation capacity also saves precious time, allowing advisors to focus more on advising and less on manual tasks.
Pros
Intuitive user interface
Wealth management specific features
Collaborative functions
Robust automation capabilities
Effective client communication tools
Cons
Limited third-party integrations
No free plan
May require some learning for non-tech savvy users
This score is backed by structured Google research and verified sources.
Overall Score
9.0/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Sales Automation Software for Financial Advisors. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.9
Category 1: Usability & Customer Experience
What We Looked For
We assess ease of use, onboarding requirements, and the quality of customer support channels.
What We Found
The platform is widely praised for its 'no training required' interface and 'iPhone-like' simplicity. However, a significant limitation is the lack of a direct inbound support phone line; users must schedule calls or use ticketing, which some find frustrating during urgent issues.
Score Rationale
The score is anchored by exceptional UI/UX praise but prevented from reaching the 9.0+ tier by documented frustrations regarding the 'schedule-only' phone support model.
Supporting Evidence
Support is limited to scheduled calls or tickets, with no direct dial option. Biggest gripe is being unable to pick up the phone and talk to someone... Either needs to be an email or scheduling a call like 2 weeks out.
— reddit.com
Users describe the interface as intuitive and requiring no training. The Wealthbox interface is really elegant like an iPhone... No training required.
— wealthbox.com
Praised for its intuitive user interface, making it accessible to financial advisors.
— wealthbox.com
8.5
Category 2: Value, Pricing & Transparency
What We Looked For
We evaluate pricing structures, transparency, and cost-effectiveness compared to major competitors.
What We Found
Pricing is transparent ($59-$99/user/mo), but the per-user model becomes significantly more expensive than Redtail's flat database fee for larger teams. While cheaper than Salesforce, the cost scales up quickly for growing firms, creating a value trade-off.
Score Rationale
The score reflects clear, published pricing but acknowledges the competitive disadvantage in cost-scaling for multi-advisor firms compared to Redtail's flat-fee model.
Supporting Evidence
Competitor Redtail charges a flat fee per database, making Wealthbox pricier for teams. Redtail keeps pricing dead simple: $99 per month per database, unlimited users... Wealthbox's pricing scales based on users... start growing fast, and you'll feel the pinch.
— revisorgroup.com
Pricing ranges from $59 to $99 per user per month. Basic $59 per user / month... Pro $75 per user / month... Premier $99 per user / month.
— wealthbox.com
Pricing starts at $35/month with a free 14-day trial, but lacks a free plan.
— wealthbox.com
8.8
Category 3: Integrations & Ecosystem Strength
What We Looked For
We analyze the breadth of integrations with custodians, planning software, and third-party tools.
What We Found
The platform integrates with over 100 wealth-tech tools and major custodians (Schwab, Fidelity). While the ecosystem is broad, some users note that certain integrations rely on Zapier or lack the depth of legacy competitors, requiring workarounds for specific data syncs.
Score Rationale
The score recognizes the extensive list of 100+ partners but accounts for user feedback regarding the reliance on Zapier for some connections and varying depth of integration.
Supporting Evidence
Some users find integrations less tight than competitors or reliant on Zapier. I found the integrations weren't that great and a lot of them require using Zapier... I just want stuff that works out of the box
— reddit.com
Integrates with over 100 custodial and wealth-tech platforms. Wealthbox integrates with over 100 leading custodial platforms and wealth-tech applications.
— wealthbox.com
Limited third-party integrations as noted in product reviews.
— finextra.com
9.2
Category 4: Security, Compliance & Data Protection
What We Looked For
We examine certifications like SOC 2, encryption standards, and compliance features relevant to SEC/FINRA regulations.
What We Found
Wealthbox maintains robust security standards, including SOC 2 Type 2 certification and 256-bit SSL encryption. It offers features like compliant note archiving and permissioning, meeting the strict requirements of financial institutions and banks.
Score Rationale
A high score is warranted by the verified SOC 2 Type 2 certification and bank-level encryption, which are the gold standards for SaaS in the financial sector.
Supporting Evidence
Security features include 2FA and session timeouts. Two-Factor Authentication... Session Time-out... All user data on Wealthbox is backed up nightly
— wealthbox.com
Wealthbox is SOC 2 Type 2 certified. Wealthbox is a SOC 2, Type 2-certified organization, built with 256-bit encrypted SSL, advanced security safeguards
— wealthbox.com
Outlined in published security documentation, Wealthbox ensures compliance with industry standards.
— wealthbox.com
9.2
Category 5: Product Capability & Depth
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
Includes collaborative functions and robust automation capabilities as outlined on the product website.
— wealthbox.com
Documented in official product documentation, Wealthbox offers wealth management specific features tailored for financial advisors.
— wealthbox.com
8.9
Category 6: Market Credibility & Trust Signals
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
Recognized by industry publications for its focus on financial advisors, enhancing its credibility.
— finextra.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Some users find the interface requires excessive clicks for basic tasks (e.g., editing contacts) and lacks the deep customization options of Salesforce.
Impact: This issue had a noticeable impact on the score.
The per-user pricing model ($59-$99/user) is significantly more expensive for multi-person firms compared to Redtail's flat fee of ~$99/database for unlimited users.
Impact: This issue caused a significant reduction in the score.
The 'How We Choose' section for sales automation software for financial advisors emphasizes a structured research methodology focused on key factors such as specifications, features, customer reviews, ratings, and overall value. In this category, considerations such as ease of use, integration capabilities, and specialized tools for financial advisory services were particularly significant in influencing the selection process. Rankings were determined by analyzing data from various customer feedback sources, reviewing product ratings across platforms, and comparing the price-to-value ratios of the products evaluated. This comprehensive analysis ensures that the recommendations are based on objective criteria tailored to the needs of financial advisors seeking effective sales automation solutions.
Overall scores reflect relative ranking within this category, accounting for which limitations materially affect real-world use cases. Small differences in category scores can result in larger ranking separation when those differences affect the most common or highest-impact workflows.
Verification
Products evaluated through comprehensive research and analysis of user feedback and industry standards.
Rankings based on a thorough examination of features, customer reviews, and expert ratings in the sales automation sector.
Selection criteria focus on essential tools for financial advisors, emphasizing efficiency, compliance, and user satisfaction.
As an Amazon Associate, we earn from qualifying purchases. We may also earn commissions from other affiliate partners.
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Score Breakdown
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Deep Research
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