Most financial advisors run a stack of five tool types: a CRM, financial planning software, portfolio management and reporting, billing, and a compliance and archiving tool. The right setup is the one that fixes your biggest time drain first, then integrates the rest as the firm grows — not a wall of subscriptions you bought because a peer had them.
We build websites and lead capture for advisory firms, not advisor software, so we have no platform to push. Below is what each category does, how to build the stack honestly, rough pricing, and where our own included tools fit — and where they do not.
The system of record for every client and prospect — contacts, tasks, review schedules, and the pipeline of people deciding to hire you. Usually the first tool a firm should get right.
Retirement projections, cash-flow and tax scenarios, and the plan presentations clients actually see. For a planning-led firm this is the engine of the value you deliver.
Performance reporting, rebalancing, and account aggregation across custodians. Priced per account or as a share of assets, so it scales with the book.
Fee calculation and invoicing, plus archiving of communications and a compliance workflow. Not optional for a registered firm — the archiving piece is a regulatory requirement.
A lean stack: one planning tool, a CRM, basic billing and archiving. Plenty for a one-advisor firm; resist adding categories you do not yet use.
Per-user planning and CRM seats, portfolio reporting tied to assets, and integrations that pass data between them. The integration is where the time savings live.
All-in-one platforms or deeply integrated suites with role permissions and reporting roll-ups. Negotiate on assets under management and confirm data export before committing.
Software keeps the clients you have. A website and a clear discovery-call path bring the clients you need.
We do not sell planning or portfolio software, and you should pick the stack that fits your firm. What we build is the front door: a clear, compliance-friendly site that states your fees and credentials and books discovery calls, plus an AI assistant that answers "what is your minimum" and "are you fee-only" after hours and captures the prospect. That AI lead capture is included from $249/mo; our custom CRM, which can hold your prospect pipeline, is part of the from $1,750/mo plan. Grow in Google at $597/mo adds the SEO content engine.
Month-to-month, you own the site and domain, and we will build a free demo in 48 hours. Related: advisor website design, the business software guides hub, is local SEO worth it, and the AI receptionist.
We don't post stock testimonials. On a 15-minute call we screen-share the real dashboards behind our own businesses — live leads, rankings, and the exact page that produced each one. See the proof →
A stack: CRM, planning, portfolio management and reporting, billing, and compliance archiving. The CRM and planning tool are usually the core.
Planning runs ~$50–$150 per user, CRM ~$30–$150. A solo advisor often spends $200–$600 a month total; a growing firm more.
No. Software runs the practice for existing clients; the website brings new ones in. They work together.
Send your firm name and city — we'll confirm your market is open and build a working demo within 48 hours. Free, no card, no commitment.
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