Built for financial advisors
Best CRM for Financial Advisors
Financial planning is a relationship that spans decades. Annual reviews, AUM milestones, life transitions, estate planning triggers -- these are the moments that define your practice. Round Table CRM makes sure you never miss one.
Sound familiar?
These are the problems we hear from agents in your niche every week.
- 1
Annual review meetings should happen every 12 months per client, but when your book grows past 100 households, the cadence slips and clients notice
- 2
Market volatility is when clients most need to hear from you -- but without a system, your outreach during volatility is reactive and incomplete
- 3
Life events -- retirement, inheritance, divorce, death of a spouse -- trigger planning needs that require immediate outreach, and you only find out if the client calls you
- 4
AUM milestones, when a client moves into a higher service tier, are opportunities to deepen the relationship, but nothing flags them in time
Why Round Table CRM fits your book
Built by people who know how insurance agents actually work.
Annual review cadence with 30-day advance reminders so every household gets a meeting invitation before the anniversary date
Market event outreach list -- one click to surface all clients over $X in assets who should get a proactive call today
Life event tracking with planning-trigger prompts -- retirement date, expected inheritance, divorce, or beneficiary death all create action items
AUM milestone alerts when a client crosses thresholds you define so you can move the relationship to the right service tier
Household record view showing all accounts, dependents, estate planning status, and insurance coverage in one place
How we stack up
Generic CRMs were not built for insurance. Here is the difference.
| Feature | Round Table CRM | HubSpot |
|---|---|---|
| Annual review reminder cadence per household | Built in | Manual calendar |
| Market volatility outreach list | Yes | No |
| Life event planning trigger tracking | Yes | No |
| AUM milestone alerts | Yes | No |
| Household view with full relationship picture | Yes | Contact-level only |
| Priced for independent RIAs and hybrid advisors | Yes -- see /pricing | Enterprise pricing |
Comparison based on publicly documented features of HubSpot, Salesforce, and Radiusbob as of 2025.
Questions agents ask us
Answers that are actually useful, not marketing fluff.
How does Round Table CRM help me stay on a consistent annual review schedule?
Each household has an annual review date. Thirty days before the anniversary, a reminder surfaces in your queue with a task to schedule the meeting. Every client gets their review, not just the ones who ask.
How do I reach out to clients during market volatility?
Filter your book by AUM threshold and create a batch outreach task. You have a prioritized call list in under a minute -- clients with the most to lose hear from you first.
Does Round Table CRM integrate with portfolio management software?
Direct integration with Orion, Tamarac, or Riskalyze is on the roadmap. Today, you manage client relationship data in the CRM and log AUM figures manually or via periodic import. The relationship context stays in one place.
I have both insurance and investment clients. Can Round Table CRM handle both?
Yes. Insurance records and investment account records can both live on a contact. Many advisors who also hold insurance licenses use the CRM to manage their full book across both disciplines.
How does the life event tracking work?
You log a life event on a contact -- upcoming retirement, recent inheritance, divorce filing, beneficiary death. The CRM prompts you with a planning-review task so the conversation happens within days, not weeks.
Is Round Table CRM compliant for financial advisors?
Round Table CRM is a relationship and follow-up tool, not an RIA system. It does not store account numbers or execute trades. Client data compliance under your RIA or BD agreement sits with your custodian and compliance team. What lives here: contact records, notes, and follow-up tasks.
How does pricing work?
Visit /pricing for current plan details. Solo advisors and small teams both have options. No annual contract required.
Ready to try it?
No annual contract. No setup fee. Import your book and start in minutes.