Adviser CRM vendors
Adviser CRMs hold client records, notes, tasks and activity history, and several add email archiving, texting or supervision features of their own. This is AdviserDeck's own index, built from each vendor's own website as we read it on October 22, 2026. It is not a regulator's list: FINRA retired its Compliance Vendor Directory effective March 19, 2024, and no regulator endorses the vendors named here. A listing is not a recommendation: vendors appear in alphabetical order, with no ranking, ratings or prices, and our verdicts, with each vendor read against the rule, live on the comparison pages linked from each vendor's card. For the rule itself, read our guide to Rule 204-2 books and records.
Read October 2026
CRMs built for advisers
AdvisorEngine CRM
Adviser CRM
A CRM for financial advisers, built by advisers, with activity tracking, a workflow engine and document storage.
Practifi
Wealth-management CRM
A wealth-management CRM for RIAs, offered in two versions, Sentir and Naya.
Redtail CRM
Adviser CRM, Email, Speak, Imaging
An adviser CRM for firms from solo practices to enterprises, with add-ons for email archiving (Redtail Email), texting (Speak) and document imaging.
Salesforce Agentforce Financial Services
Enterprise CRM, wealth-management edition
Salesforce's CRM for financial services, formerly Financial Services Cloud, whose wealth-management page names RIAs as its focus and also broker-dealers and investment managers.
SS&C Black Diamond CRM
Wealth CRM, three editions
A wealth CRM from SS&C in three editions, two on Salesforce and one on Microsoft Dynamics 365, for RIAs, broker-dealers, family offices and banks, from breakaway startups to large wealth firms.
Compared on
Tamarac CRM (Envestnet)
Relationship CRM on Microsoft
Envestnet's relationship CRM for independent investment advisers, built on Microsoft's platform.
Compared on
Wealthbox
Adviser CRM
A CRM for financial advisers that names independent advisers, enterprise firms, broker-dealers, OSJs, banks and family offices, from a solo adviser to firms with hundreds.
General CRMs advisers also use
Business CRMs not built for advisers. Ask each one what it keeps, for how long, and how you export it before it holds client records.
Capsule CRM
General small-business CRM
A small-business CRM whose own blog pitches it to small advisory teams and says it has no built-in financial-planning or compliance features.
HubSpot CRM
General business CRM
A general business CRM that is not built for advisers; the pages we read make no financial-services, SEC or FINRA claim.
Compared on
Pipedrive
General sales CRM
A general sales CRM with a page aimed at financial advisers and banking professionals.
Compared on
Zoho CRM
General business CRM
A general business CRM that is not built for advisers; the pages we read make no financial-services, SEC or FINRA claim.
Compared on
Filed nearby
- Best CRM for financial advisors and RIAsComparison
- Best CRM for wealth management firmsComparison
- Redtail vs Wealthbox for RIAs and repsComparison
- Best free CRM for financial advisorsComparison