CRM for Financial Advisors and Advisory Firms
Get a complete overview of your client portfolio, contracts and meetings. AutoCRM CRM helps you build long-term client relationships and never miss an important deadline.
30%
more contract renewals
100%
GDPR compliance
Trusted by firms in the financial sector
Sound familiar?
6 challenges every financial advisor faces
If any of this sounds familiar, AutoCRM CRM will help you overcome these challenges.
Client data in ten places
Contracts in a binder, contacts in your phone, meeting notes in email. No unified view of the client and their portfolio.
Missed contract renewals
A client's life insurance expires, but you find out a month after expiration. You lose commissions and client trust.
Compliance and GDPR risk
Client data in Excel on a shared drive. No audit trail, no consent records. A problem when the regulator comes calling.
Losing oversight as portfolio grows
With 100 clients, you could manage from memory. With 500 clients and thousands of contracts, you can't. Without a system, opportunities slip away.
Manual meeting preparation
Before every meeting, 30 minutes searching for what contracts the client has, when they were last reviewed and what you promised.
No performance visibility
How many new contracts this month? What's the average volume per client? How are individual advisors performing? Without CRM, you're guessing.
Sound familiar?
We'll show you how AutoCRM CRM solves financial advisor challenges — in less than 20 minutes.
Solution for financial advisors
CRM designed for financial advisory
AutoCRM CRM covers the entire client lifecycle — from first contact through contract closing to service meetings and renewals.
Complete client portfolio
All contracts, products and documents for each client in one place. Instant overview at every meeting.
GDPR and compliance by design
Consent records, audit trail, granular access rights. The system meets regulatory requirements out of the box.
Automatic deadline alerts
The system monitors contract expirations, meeting anniversaries and key dates. Never miss a renewal or cross-sell opportunity.
Features for advisors
Tools financial advisors actually need
AutoCRM CRM offers features specifically designed for financial advisory and client portfolio management.
Client portfolio management
Complete overview of every client — contracts, products, payments, documents and full communication history in one card.
Contract and renewal tracking
Overview of all active contracts with expiration dates. Automatic notifications before expiry. Easy renewal records.
Meeting notes
Structured records from every meeting — topics discussed, agreed actions, attachments. Full relationship history.
Document management
Contracts, powers of attorney, investment questionnaires and other documents securely stored. Versioning and controlled access.
Compliance and AML
KYC/AML document tracking, data processing consents and regulatory obligations. Audit trail of every change.
Reporting and statistics
Production reports, conversion rates and portfolio overviews. Dashboard for management and individual advisors.
Try CRM for financial advisors — free
14 days full version. No commitment. Start getting your portfolio under control.
14 days free — full functionality — no credit card
Industry benefits
Why financial advisors choose AutoCRM
AutoCRM CRM brings specific benefits for financial advisory that standard CRM systems don't offer.
Regulatory compliance
Meet CNB, MiFID II and other regulatory requirements. Consent records, investment profiles and mandatory documentation in one place.
- Data processing consent records
- Audit trail of all client data changes
- Automatic alerts on regulatory document expiration
Client lifecycle
From first contact through needs analysis, solution design and contract closing to regular service. CRM guides you through the entire process.
- Structured new client onboarding
- Automatic service meeting scheduling
- Client satisfaction and NPS score tracking
Cross-sell and up-sell opportunities
AI analyzes client portfolio and suggests products the client is missing. Never miss an opportunity to expand the relationship.
- AI product recommendations based on client profile
- Automatic monitoring of contracts approaching renewal
- Client segmentation by value and potential
Case Studies
How CRM helps financial advisors in practice
See how real financial advisors and advisory firms use AutoCRM CRM to improve their results.
Advisory firm — 30% increase in contract renewals
A firm with 15 advisors implemented automatic expiration notifications. Increased renewal rate by 30% in 6 months.
Případové studie
Independent advisor — 200 clients under control
A financial advisor switched from Excel to AutoCRM CRM. Saved 15 hours monthly on admin and doubled the number of meetings.
Případové studie
Mortgage broker — 3x faster processing
A brokerage office automated document collection from clients. Mortgage application completion shortened from 3 days to 4 hours.
Případové studieCRM in numbers
Why financial advisors choose AutoCRM
AutoCRM CRM is used by hundreds of advisors and advisory firms across the Czech Republic.
more contract renewals
saved monthly
GDPR compliance
meeting preparation
FAQ
Everything you need to know about CRM for financial advisors
Answers to common questions about AutoCRM CRM for financial advisory.
Yes. AutoCRM CRM is ideal for independent advisors with dozens of clients as well as advisory firms with a team of advisors. The system is modular — you pay only for what you use.
The system offers data processing consent records, audit trail of all changes, granular access rights and data encryption. Data is stored on EU servers.
Yes. For each contract, you enter the expiration date and the system automatically sends you an alert in advance — typically 30, 60 or 90 days before expiration.
Yes. AutoCRM offers invoice export to common accounting systems (Pohoda, Money S3, ABRA). Your accounting firm can access just the invoicing part of the system.
AutoCRM CRM starts at 3,450 CZK/month with no per-user fees. For financial advisors, we recommend the Professional plan which includes document management and compliance modules.
Yes. We support imports from Excel, CSV and direct migration from other CRM systems. Our team will help with data transfer free of charge as part of implementation.
Data is encrypted in transit and at rest. Servers are in the EU with daily backups. We offer two-factor authentication, IP whitelisting and granular access rights.
AutoCRM allows you to create a client portal where clients can view their contracts and documents. Access is secured and controlled — you decide what the client sees.
Bára Ondroušková
Sales Director
We are happy to help
Ready to get your client portfolio under control?
Book a free consultation and see how AutoCRM CRM can help your advisory practice.
Or write to us directly
Next modules and steps
Where to go next from this page
Modules, pricing, and references that best complement this topic.
CRM System
Complete contact management, sales opportunities and customer communication in one place.
Pricing
Comparison of ERP packages, implementation, and related services.
Contact
Direct contact for sales, consultations, and next steps with AutoCRM.
Case Studies
Real AutoCRM implementations and client outcomes from practice.