Updated
Financial advisor CRM software
Financial advisor CRM software that stops the annual review slipping. Reviews sit on the calendar with reminders, client documents live on the household record, and prospects get an automated follow-up sequence after the first meeting.
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
Financial advisor software for review scheduling and fee billing
Your reviews come due every year and your fees bill on a cycle. Smarfle keeps each household's review date, documents and fees on its record.
Financial advisor scheduling software
Each household's annual review sits on the calendar with a due date, and the client gets a reminder before it.
Financial advisor billing software
Flat advisory and planning fees charge the client's saved card on the cycle you agreed, each with its own invoice.
Financial advisor invoicing software
Planning projects and hourly advice become invoices, and clients pay by card from a link, or by ACH for businesses.
Calls, reviews and your financial advisor website in one account
Advisor call tracking
Referrals call to ask questions first. You see where every call came from, and a missed caller hears back by text within moments.
Reviews and Google Business Profile
Your Google Business Profile stays current with posts, hours and reviews where your compliance rules allow them.
Website and lead follow-ups
Meeting requests from your site land on the calendar, and a follow-up workflow keeps in touch after the first meeting.
CRM for financial advisors, priced as your practice grows
All plans include a 14-day free trial. No credit card required.
Starter
Small teams adding tools and growth
- Up to 5 users (1 owner + 4 techs)
- Up to 2,000 clients
Professional
Growing service businesses
- Up to 10 users
- Up to 5,000 clients
SMS, email, AI, and voice are billed pay-as-you-go. See every plan and usage rate →
Three advisory practice problems Smarfle fixes
Prospects who go quiet after one meeting
A workflow sends timed emails after the first meeting, so a prospect still deciding hears from you.
Household documents scattered
Statements and plans sit in the household's private folder, shared one file at a time on links that expire.
Households tracked as separate people
Keep spouses and dependents on one household record with custom fields, so every client relationship has context.
Four ways to answer financial advisor calls
Choose how your line answers in review meetings. A call you miss is texted back or answered by the AI, and every call is logged on the household.
Plain forwarding
$0.04/min
Rings your phone, and every call is logged as answered or missed.
Forward with call tracking
$0.10/min
Rings your phone; calls are recorded, transcribed and saved to the customer.
Busy message and text-back
~$0.05/call
Plays your message, then texts the caller. Replies land in your Inbox.
AI receptionist
$0.25/min
The AI answers, qualifies the caller and books the job, day or night.
Spam screening comes with every mode. Unknown callers press a key before the call connects, and screened calls cost nothing. How spam screening works
Curious how the AI option sounds? Call (866) 355-9645 and try booking a consultation with it.
How a planning client flows through Smarfle
Client onboarding, from a household's first meeting to the review cycle after it.
- 1
Intro meeting booked
A call, text or web request becomes a prospect with the meeting on the calendar.
- 2
Planning agreement signed
The client signs the planning agreement online and pays any upfront planning fee.
- 3
Plan delivered
The plan's due date sits on the calendar, and time is logged as you work.
- 4
Annual review
Each review closes with notes for the office, and the next one is set a year out.
- 5
Between reviews
Reminders and occasional emails keep the household engaged between one review and the next.
Advisory practices Smarfle suits
Fee-only and hourly planners who bill clients directly.
A good fit if
Probably not a fit if
Everything Smarfle does for an advisory practice
One link per household, no password
Clients open one link with invoices, receipts and the documents you share, and pay a planning fee from it.
Profit per household
Hours at each advisor's rate and expenses sit beside what the household paid, so you see which relationships pay.
Referral links clients share
Each client gets a referral link, and a friend who books a meeting through it is logged under them.
Financial advisor CRM features beside your portfolio tools
Advice is the product, and the contact management around it is overhead. Saved emails, drafted follow-ups, an audit trail and pinned household notes trim that overhead.
Review prep emails you stop retyping
Save review prep and document request emails as templates with merge fields, and send one in two taps.
Follow-ups drafted from your notes
AI drafts a follow-up email from the notes on the household, and you edit it before it goes out.
Every change on the record
The audit log records each change with the person and the time, which helps when a question comes up later.
The one note your whole team sees
A pinned note sits at the top of the household record, so the detail that matters is the first thing anyone reads.
Get more clients for your advisory practice
Financial advisor lead generation
One household that stays is worth decades of fees. Smarfle finds the people in your area actively looking for an advisor and sends what they are trying to solve, so the first conversation starts somewhere real. You accept the ones that fit your book.
Flat pricing per accepted lead
Financial Advisor leads run about $55 each. You see the job and ZIP first, then accept or pass free, with no lead budget or bidding.
When leads start
Google needs time to rank the pages we add around you, so plan for up to two months. You pay per lead, never for waiting.
Requests arrive pre-qualified
Each request comes with the customer's answers to “What brings you in?” and “Where are you now?”, so your callback quotes the job instead of interviewing.
Fair by design
Your existing customers and repeat requests are always free, and a bad lead can be disputed for a wallet refund.
What advisors ask before switching financial advisor software
Related industries
Other professional service firms with a similar workflow.
Accounting CRM
Professional firms billing engagements and hours.
Insurance CRM
Client households with renewal dates.
Tax preparation CRM
Seasonal work for the same households.
Switching to Smarfle from another financial advisor CRM?
We import your households, services and past meetings for you. Portfolio data stays in your custodian and planning tools.
- Comes across
- Clients, services with prices, and past projects with their dates and prices.
- Set up fresh
- Recurring plans and saved cards, since card numbers never move between systems.
- Stays in your old system
- Past invoices, so export them as a file before you cancel.
Why businesses stay
Who you are buying from
Ihor Lavrenenko, founder of Smarfle and author of Rank, Ring, Repeat, a local SEO guide for business owners, puts his name on this product after helping hundreds of local businesses grow. Ask for a feature or a change and it is often built by the next day.
Try Smarfle free for 14 days
No credit card. Import your households and book the next review today.
14 days free · No credit card · Cancel anytime