Advisory Firm Software That Keeps Every Client Relationship Growing
Stop letting client reviews slip and follow-ups die in your inbox. Smarfle keeps your plans organized, your meetings on schedule, and your compliance records clean.
128
14
$52,600
11
Whitfield Retirement Plan
Quarterly Portfolio Review
Okafor Education Fund
529 Plan Setup
Brennan Estate Plan
Estate Planning Consultation
Park Family Trust
Trust Review and Update
Sound familiar?
Annual Reviews Get Postponed Indefinitely
Clients need regular portfolio reviews, but scheduling falls to whoever remembers. Reviews get pushed back quarter after quarter until the client feels neglected and starts taking calls from other advisors.
Compliance Documentation Is Scattered
Regulators expect detailed records of every recommendation, client meeting, and suitability assessment. When notes live in email threads and notebooks, an audit becomes a weeks-long scramble.
Prospect Follow-Up Dies After the First Meeting
You meet a prospect, discuss their goals, and promise to send a proposal. Then client work takes over, the follow-up never happens, and a qualified lead goes cold. This pattern repeats every month.
Built for financial advisor businesses
Not a generic CRM. Every feature is tailored to how financial advisor companies actually work.
Client Plan Tracking With Review Scheduling
Create financial plans per client with goals, risk profile, and review frequency. Smarfle auto-schedules review meetings and alerts you when a client is overdue for a check-in.
Fee-Based Invoicing for Advisory Services
Generate quarterly or annual invoices based on advisory fees. Flat-fee and AUM-based billing templates make invoicing consistent and eliminate manual calculation.
Client Portal for Documents and Meeting Notes
Clients access their plan summaries, meeting notes, and invoices through a secure portal. They stay informed between meetings without calling your office.
Meeting Scheduling and Preparation Tools
See upcoming client meetings with full context: last review date, outstanding action items, and account notes. Walk into every meeting prepared without scrambling for information.
AUM and Revenue Reporting
Track revenue by client, service type, and time period. Identify which client segments are most profitable and where your advisory practice is growing.
Is Smarfle the right fit for your financial advisor business?
We built this for a specific type of business owner. Tap each one that sounds like you.
We built this for you if...
Tap the ones that resonate
This probably isn't for you if...
And that's okay
Compliance-Ready Records for Every Client Interaction
Every meeting note, recommendation, and plan change is timestamped and stored in the client's activity log. When regulators ask for documentation, you pull up a complete audit trail in seconds instead of digging through email and paper files.
Everything your financial advisor business needs
Three ways Smarfle transforms how you operate, get paid, and grow.
Client Profile Dashboard
See every client with their plan type, risk profile, last review date, and next scheduled meeting. Filter by advisor, review status, or client segment.
Review Scheduling and Alerts
Set review frequencies per client. Smarfle alerts you when a review is overdue so no client goes too long without a check-in. Schedule directly from the alert.
Prospect Pipeline
Track prospects from initial contact through discovery, proposal, and onboarding. See conversion rates and identify where prospects stall in your process.
Meeting Preparation View
Before every meeting, see the client's plan details, recent activity, outstanding items, and last meeting notes in one screen. Walk in prepared every time.
Plans that grow with your financial advisor business
All plans include a 7-day free trial. No credit card required.
Starter
Solo operators & small teams
- Up to 3 users (1 owner + 2 techs)
- Up to 100 clients
- 1 GB storage
- Unlimited work orders & invoices
- Client portal
- Scheduling calendar
- Reports & analytics
- Review requests
- Voice AI receptionist (usage-based)
Professional
Growing service businesses
- Up to 10 users
- Up to 500 clients
- 3 branch locations
- 5 GB storage
- Everything in Starter
- AI email & SMS drafts
- GMB rank tracking
- Voice AI receptionist (usage-based)
Business
Multi-location operations
- Up to 30 users
- Up to 1,000 clients
- 10 branch locations
- 20 GB storage
- Everything in Professional
- Priority support
- Voice AI receptionist (usage-based)
SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →
Financial Advisor CRM questions
Ready to run your financial advisor business from one place?
Join service businesses that book more jobs, get paid faster, and grow their reputation with Smarfle.
7 days free · No credit card · Cancel anytime