CRM

Don't just manage relationships. Grow them.

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Your Clients. Their Plans. One Place.

Financial planning, embedded in the connected operating system where you already work

Advisor360° Planning, powered by Conquest Planning, seamlessly integrates financial planning into your advisor workday, creating a more connected and engaging client experience. No separate login. No duplicate data entry. No lost context between planning and execution.

 
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A CRM built for wealth management, organized around households, not contacts.


Advisor360° CRM captures the full client relationship across people, meetings, accounts, and history. It connects that story to the rest of your advisor workday. No separate login. No duplicate data. No context lost between a client conversation and the decisions it informs.
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The Challenge

Your relationships deserve more than a generic CRM.

Most CRM tools are not  integrated into the advisor workday. They track contacts, provide manual workflows, and log calls, but they don’t capture the complete financial story of the family. They live outside the platform where you actually work, forcing you to jump between systems or bridge the gap manually, every day. 

That’s time you are not spending with clients. It’s context lost between meetings. And it creates operational drag that limits how many relationships you can grow.

Benefits

The complete client story, connected across every part of your workday.

Your client record stays complete.

Every note, decision, document, and next step is automatically captured and connected to the household record. The context that used to live in your head is in the system, actionable and accessible to your whole team.

Your team stays aligned.

Every team member works from the same household record. They know the history, the open items, and the last conversation.

Your pipeline keeps growing.

Prospects move through a structured workflow from first conversation through onboarding. Clear stages, clear ownership, and visibility across the practice.

What you get

The tool you need to deliver holistic, personalized advice. 

Complete Household Context

Every client record is organized around the household individuals, accounts, relationships, and activity in one place. Easily go from holistic multi-generational family planning conversations to specific account insights in seconds.

Seamless Continuity—From Meeting Preparation to Execution

Conversations, documents, and actions flow into the CRM at the household level—ready to act on. Conversations captured by Parrot AI® carry forward across meetings, while follow-ups surface inside your workflow with Meeting Prep. Not just a transcript. A connected experience that acts on what it knows and gives you visibility.

Every Opportunity. Fully Visible. Always Moving. 

Track your prospects from first engagement through conversion and onboarding. Clear stages, clear ownership, and clear visibility across the practice.

Your Practice, In Your Pocket

View and update key CRM records from anywhere with the Advisor360° Mobile App. Your client relationships don't pause when you are out of the office, and neither does your CRM. Full mobile capabilities keep you connected to your practice on any device.

Full Interactive Timeline

Every meeting, email, document, and task lives on a single searchable timeline. The complete story of every relationship, ready before every client interaction.

Dependent Workflows

Tasks trigger the next step automatically, keeping work moving and accountability clear across your team. Less manual follow-up. More execution.

Compliance-Friendly Communication

From secure messaging and document vault to compliance-designed texting, all client communications remain protected, captured, and audit-ready. 

Outlook/Exchange Online Integration

Your email workflow stays aligned with your CRM without switching context. Reduces operational friction by keeping the tools you already use connected to the platform where your client data lives. 

Practice-Level Reporting and Visibility

Turns CRM activity into measurable execution patterns across the practice. Track relationship health, pipeline progress, and team performance with consistent visibility leadership can act on.

 

For Firm Leaders

One CRM. Built into the platform your advisors already use.

A standalone CRM is one more vendor, contract, and system your advisors have to manually connect to the rest of their stack. Advisor360° CRM eliminates that equation. Built natively into the Autonomous Financial PlatformTM, client data, portfolio context, workflows, and communications share the same data model from day one—no integration required, no thread of work lost.

  • Replace a standalone CRM with a natively integrated capability that shares the same data model as your portfolio, planning, and trading tools

  • Give every advisor on your platform shared visibility into client relationships, pipeline health, and workflow execution—without building a reporting layer on top.
  • Reduce onboarding complexity by eliminating one more system to learn and one more login new advisors have to manage
  • Scale relationships managed across your advisor base with consistent execution patterns and practice-level visibility, not individual advisor habits

 
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Your relationships are your business. Give them a platform that treats them that way.

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