Categories
CRM software
CRM systems built for (or widely used by) financial advisors and wealth firms: client records, workflows, pipelines and integrations.
9 listingsFinancial planning software
Cash-flow, retirement, tax and goals-based planning tools advisors use to build and present client plans.
10 listingsPortfolio management & reporting
Portfolio accounting, performance reporting, rebalancing, held-away accounts and cash management for advisors.
8 listingsRisk tolerance & proposals
Risk questionnaires, risk scoring, stress tests and proposal tools.
6 listingsCustodians & wealth platforms
Custodians, clearing firms, TAMPs and turnkey wealth platforms for RIAs and broker-dealers.
9 listingsCompliance & archiving
Compliance management, marketing review, and email/text/social archiving and supervision.
6 listingsLead generation & advisor matching
Consumer-facing advisor directories and matching services that send prospects to advisors.
5 listingsAI assistants & note-takers
AI tools that take meeting notes, draft follow-ups and update the CRM.
4 listingsDocuments, e-signature & onboarding
Secure file sharing, client portals, e-signature, data gathering and back-office automation.
6 listingsEstate & tax planning
Tools for tax-return analysis, tax planning, estate documents and estate visualizations.
4 listingsBilling & payments
Fee billing, subscription and flat-fee payments, and accounts payable tools.
3 listingsScheduling & communication
Meeting scheduling, video calls, business phone and compliant texting.
5 listingsFeatured listings
Redtail CRM
Redtail Technology's CRM, built for financial advisors, with contact management, workflows and integrations with advisor tools.
CRM softwareHolistiplan
Holistiplan simplifies and scales the financial planning process for taxes, insurance, and estates.
Financial planning softwareeMoney Advisor
Industry-leading financial planning software dedicated to helping people talk about money. Robust solutions for advisors, planners, RIAs, and others.
Financial planning softwareRightCapital
Easy-to-use software with powerful tools to simplify planning, enhance client engagement, and help advisors scale efficiently
Financial planning softwareOrion
Wealth-tech platform for advisors covering portfolio accounting, reporting, trading and rebalancing, financial planning and client experience tools.
Portfolio management & reportingAltruist
The AI-forward wealth platform and custodian that unifies account opening, trading, portfolio management, billing, and reporting.
Custodians & wealth platformsSmarsh
Helping companies manage the risk in their electronic communications. Cloud-based capture, archiving and supervision solutions across more than 80 channels.
Compliance & archivingZocks
5,000+ firms run on Zocks, the #1 AI Assistant for Financial Services (G2). Automate meeting prep, notes, onboarding & financial plans. Book a demo today.
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The Advisor Tech-Stack Checklist (2026)
Every software category an RIA or advisory practice typically needs, what each one does, and the questions to ask before you buy or migrate.
Communications Archiving for Financial Advisors: The Basics
Why RIAs and broker-dealers archive email, text and social messages, the main record-keeping rules, and what to ask archiving vendors.
How to Choose a CRM for Financial Advisors: 10 Questions That Matter
Advisor-specific CRMs vs. general CRMs, the integrations that matter, and 10 questions to ask before you pick a CRM for your practice.
About this directory
AdvisorSupplies is an independent directory of technology for financial advisors and wealth-management firms. Listings describe each product in the vendor's own words or ours, with a link to the vendor's site. We don't accept payment for placement in the core directory. More about us · How we make money