AdvisorCRM

Streamline your advisory practice with a powerful yet intuitive app designed specifically for financial advisors. From managing client portfolios to tracking assets under management (AUM), this app gives you the tools to stay organized, informed, and connected — anytime, anywhere.

Key Features:
• Secure Sign-In – Log in quickly with email, password, or single sign-on using Google.
• Advisor Management – Add advisors manually or import directly from your phone’s contacts.
• Detailed Advisor Profiles – View advisor contact info, firm details, and AUM at a glance.
• Asset Tracking – Monitor holdings such as ETFs, mutual funds, and stocks with ticker symbols and values.
• Portfolio Summary – See your total AUM across all advisors in a clean, easy-to-read dashboard.
• Privacy & Security – Manage account settings, terms of service, and privacy policy all in one place.

Whether you manage a few clients or a large network, this app streamlines your workflow, allowing you to focus on what matters most—helping your clients succeed.