The independent CRM for Financial Advisers

Adviser CRM is a complete CRM solution to manage all of your leads, clients, policies, loans, investments, client communication, documents, meetings, marketing and much more.  Adviser CRM can put your policy and loan renewals on automation while you spend more time with sales leads and writing new business.

If compliance is your focus right now, no problem, use our process builder to build your step-by-step processes you and your team can follow, or ask about our customisation service to create your business processes for you.  Keep a complete client communication history of emails, meetings, phone calls, tasks and documents for auditing.

Adviser CRM is packed full of features to help you to build a better business.  We are an independent CRM Provider and are not owned by, or exclusive to any financial services group. Your data is yours and Adviser CRM can follow you wherever you go.

What are your priorities?


Take Adviser CRM with you regardless of what group you belong to.  You may not be part of a group at all, or maybe you are building your own group. We provide a simple pricing model for everyone which makes Adviser CRM affordable and transportable regardless of your industry arrangements.

  • You know exactly how much you are going to pay.
  • No need to move CRM if you move groups.
  • No long term contracts.
  • Your data can be downloaded for free.