AdvisorOne CRM
Stop fighting generic templates and start growing your firm with a CRM designed for financial workflows. We simplify complex client relationships by automating review reminders and streamlining task management, giving you a 360-degree view of holdings and insurance in one unified platform.
Financial Services CRM Design
Built for wealth management workflows – We design Dynamics 365 around financial advisor models—clients, households, relationships, investments, insurance policies, and ongoing advice—not generic CRM templates.
Smart Household Segmentation & Client Review Tracking
Assign a segment to every household and eliminate manual tracking of annual reviews. Built‑in intelligence automatically detects the last client touchpoint and proactively creates reminders for upcoming reviews and follow-ups — ensuring timely engagement and consistent client care.
Investment Accounts and Insurance Policies
Manage investment accounts and insurance policies in one centralized view per household or client. Advisors can quickly assess coverage, holdings, and gaps to deliver better advice.
Smart Task Management System
Nothing falls through the cracks – Tasks are created in seconds using predetermined categories, automatically assigned with email alerts, and enriched with template notes as they move between team members.
Single Sign-On (SSO) and Multi-Factor Authentication (MFA) with Microsoft
Centralized control – sign-in using your existing Microsoft Account count, creating a streamlined, highly secure, and unified workspace.
A Mobile App to manage your clients on the go
Access client data, tasks, and activities on the go with the Dynamics 365 Sales mobile app. Advisors stay productive and responsive from anywhere. Easily enter activity notes using dictation.
Ready to get started?
See how AdvisorOne can simplify your workflows, connect your data, and help you scale your practice with confidence.