AdvisorCRM

Plans and prices

Every plan, in full

On the record

AI meetings

Meeting tools can prepare agendas, transcribe Zoom meetings, update CRM records, and draft follow-up emails.advisorcrm.com · read 21 Oct 2026

Android app

The Google Play app listing describes advisor profiles, asset tracking, portfolio summaries, and sign-in by email, password, or Google single sign-on.play.google.com · read 21 Oct 2026

API and Zapier

The maker describes a REST API and Zapier integration, and says full API documentation and Zapier guides are coming soon.advisorcrm.com · read 3 Oct 2026

API documentation limit

The API page says full API documentation and detailed Zapier guides are forthcoming, and directs interested developers to request access.advisorcrm.com · read 21 Oct 2026

Client CRM

Its client CRM supports relationship records, communication logs, and client segmentation.advisorcrm.com · read 21 Oct 2026

Client management

The platform includes contact management, tags and segmentation, tasks, deals, and opportunities.advisorcrm.com · read 3 Oct 2026

Client overview

The client overview dashboard presents task status, portfolio notes, goals, and suggested actions.advisorcrm.com · read 21 Oct 2026

Company founded

LinkedIn lists AdvisorCRM as founded in 2024.linkedin.com · read 21 Oct 2026

Company headquarters and size

LinkedIn lists the company headquarters as Dallas, Texas, and its size as 2–10 employees.linkedin.com · read 21 Oct 2026

Company legal name

The privacy policy identifies AdvisorCRM.com as doing business as Elements Innovation Technologies LLC.advisorcrm.com · read 21 Oct 2026

Company ownership

LinkedIn describes AdvisorCRM as privately held.linkedin.com · read 21 Oct 2026

Compliance

AdvisorCRM states that it is SOC 2 certified and that it maintains audit trails and role-based access controls.advisorcrm.com · read 3 Oct 2026

Custodian data

Account integration mirrors custodian transactions, positions, cash, and goals for account reporting and alerts.advisorcrm.com · read 21 Oct 2026

Document automation

The account-opening workflow generates paperwork with client data prefilled and validation checks.advisorcrm.com · read 21 Oct 2026

Encryption and access controls

The security page says data is encrypted at rest with AES-256 or stronger, sent over TLS 1.2 or later, and protected with required multifactor authentication and role-based permissions.advisorcrm.com · read 21 Oct 2026

Google and Microsoft sync

Google integration covers email, calendar, Meet, and Drive, while Microsoft integration covers Exchange or Office 365 email, calendar, and OneDrive.advisorcrm.com · read 21 Oct 2026

Google Play data disclosure

The app's Google Play data-safety section says the developer declares no data collected and no data shared with third parties.play.google.com · read 21 Oct 2026

Hosting model

The terms describe the CRM as a web-based system, and the company describes hosting across AWS and Google Cloud rather than a self-hosted deployment.advisorcrm.com · read 21 Oct 2026

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