The complete financial planning and CRM platform. Manage client relationships, build financial plans, and run your practice — without juggling disconnected tools.
| Client | Status | Net Worth | Next Task |
|---|---|---|---|
| JMJames & Carol Mitchell | Client | $2.1M | Annual Review — 4/15 |
| SKSusan Kowalski | Prospect | $850K | Follow Up — 4/10 |
| RBRobert & Linda Baxter | Lead | — | Initial Meeting — 4/8 |
Trusted by advisory firms
From client onboarding to annual reviews — financial planning and CRM in one connected platform.
Full client profiles with household grouping, contact details, communication logs, and relationship history — all in one place.
Track assets, liabilities, and net worth over time. See the full balance sheet for every client and household at a glance.
Model retirement income, spending needs, and portfolio longevity with clear visual projections your clients will actually understand.
Document life, LTC, and disability coverage. Identify gaps and track policies alongside the rest of the financial plan.
Assign tasks, track follow-ups, and log every client interaction. Nothing falls through the cracks.
Track prospects from lead to client with stage-based pipeline management. See your practice growth in real time.
Document wills, trusts, powers of attorney, and beneficiary designations right inside the client profile.
Set and monitor client goals — retirement, education, estate transfer — with progress tracking tied to the financial plan.
Works alongside SeminarEV and future EV tools. Prospects from your seminars flow right into your CRM and planning workflow.
Most advisors pay for a CRM and a separate planning tool that don't talk to each other. AdvisorEV brings it all together.
Platform instead of 3-4 disconnected tools
Data re-entry between your CRM and planning tool
Client visibility — relationship + finances in one view
Extra cost for financial planning on top of your CRM
AdvisorEV follows the way you actually work — your real workflow, fully tracked and connected.
Import from a spreadsheet or add manually. Set up households, link spouses, and build complete profiles in minutes.
Enter assets, income, goals, and insurance. Generate net worth statements and retirement projections — all connected to the client profile.
Track tasks, log meetings, manage follow-ups. Every interaction is recorded so your whole team stays aligned.
See practice-wide analytics — AUM growth, client count, pipeline health — and know exactly where to focus your time.
No per-user fees. No surprise charges. One flat price for your whole practice.
Perfect for solo advisors building their practice.
For active practices with full planning and pipeline needs.
For large firms, custom integrations, and white-label deployments.