Financial advisory firms often separate initial prospect scheduling from formal portfolio management. When an advisory prospect requests an introductory appointment while account servicing stays in the firm's approved system, managing early conversations requires a clear boundary.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
2 minutes: email, mobile number (code for US/Canada only), card. $0 for 14 days.
Workspace369 runs that relationship from the first inquiry: client records, scheduling, client messages, service proposals and invoices, all on one prospect record. Early relationship tracking stays organized and ready to hand over when formal onboarding begins.
Key facts
CRM for financial advisors at Workspace369 covers 9 areas, including client records, proposals, projects and tasks.
The workflow runs in 5 steps, from "initial scheduling request" to "accessing the client portal".
Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 20 seats and 12× Cadet usage at $299/mo.
Additional seats cost $10 each; full pricing is public on the Workspace369 pricing page.
Advisor CRMs lead: Redtail from $39 per user a month billed yearly, Wealthbox from $59 per user with compliant note archiving on every plan, Advyzon (price on request), Practifi from $135 per user and Salesforce Financial Services Cloud from $325 per user billed annually. Workspace369 ranks last: it makes no SEC or FINRA archiving claim and lists no custodian integration, and suits fee-only planners billing flat-fee or retainer engagements.
| Tool | Entry price | Documented compliance and scope | Trial | Main limit |
|---|---|---|---|---|
| Redtail | $39 per user per month billed yearly ($45 monthly) | Archived texting and email products; workflows on Growth | Free trial of Growth, card not stated | Launch capped at 5 users |
| Wealthbox | $59 per user per month (billing period not labeled) | Compliant note archiving on all plans; SOC 2 Type II | 14 days, card not stated | Workflows start at Pro ($75) |
| Advyzon | See site | Portfolio, billing, CRM and portal in one platform | See site | No public price |
| Practifi | $135 per user per month (Naya) | Workflow engine for account openings and reviews | Not stated | Tiered by firm size |
| Salesforce Financial Services Cloud | $325 per user per month billed annually | Industry data models; Archive on Advanced | Not stated | Highest entry price |
| Workspace369 | $29 per month ($23.25 billed yearly) | No SEC or FINRA archiving claim; no custodian integration listed | 14 days, card required | 1 seat, 5 active projects |
Prices and limits from each vendor's official pricing page, checked October 18, 2026, in USD. Prices change, so confirm before you buy. Read the full buyer's guide.
When a prospect requests an introductory meeting, delays occur if scheduling tools are buried inside rigid portfolio software. Advisors lose track of initial conversations before a formal relationship begins. Keeping non-sensitive scheduling separate ensures early communication moves forward efficiently while formal compliance workflows remain properly situated within your core systems for long-term account management.
Prospects frequently share introductory notes or general administrative files before formal onboarding. Storing these early documents in scattered local folders creates confusion. Without a dedicated space for non-sensitive files and client records, advisory teams struggle to locate background information before the introductory meeting, leading to repetitive questions during the initial consultation.
Early discussions regarding meeting times, general administrative questions, and service overviews often happen across multiple email threads. When these conversations are not linked to a central client record, the advisory team lacks visibility. This separation makes it difficult to track what was discussed during the initial inquiry before the prospect enters the formal portfolio system.
Preparing for an introductory appointment requires coordinating team tasks, such as reviewing non-sensitive background files or setting up meeting links. Without clear task tracking tied to the prospect profile, administrative preparation steps are easily missed. This leads to disorganized introductory calls and delays in sending out preliminary service Proposals.
Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.
Email lands beside the client record on every plan; texts, calls and voicemail join it from Voyager, with AI call summaries from Specialist.
Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.
Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.
The workflow begins when an advisory prospect requests an introductory appointment. The administrative team uses the scheduling feature to coordinate available times for the initial consultation. This action keeps the early scheduling phase completely isolated from the firm's core account servicing system, ensuring no sensitive financial records are touched during the preliminary contact phase.
Once the appointment is set, the administrator creates the client record. The team records a note in the brief detailing the prospect's general objectives and meeting preferences. This record holds the prospect's non-sensitive details, serving as the primary reference point for the advisory team prior to the introductory consultation.
The team outlines administrative preparation steps by creating explicit tasks linked to the client record. Team members check these tasks to ensure background files are organized and the meeting time is confirmed. This internal coordination happens in Workspace369, where every task, file and note sits on the prospect's record.
Following a successful introductory meeting, the advisor generates a preliminary proposal outlining the service tiers and fees. The prospect reviews, approves and e-signs it through a public link. All subsequent conversations regarding the proposal terms are tracked within the same record.
To share files and messages in one place, the firm grants the prospect access to the client portal. The prospect uses this portal to view outstanding invoices for initial consulting fees or check scheduled follow-up tasks. This maintains a clear boundary before formal account servicing begins in the approved system.
SMB ModernizationGreat tool for modernizing small businesses. Ability to leverage AI without technical background.
True all-in-one systemIt beautifully combined my CRM, team calendar, and billing tools so I could finally stop paying for a bunch of separate software subscriptions
Best app for my construction businessGreat app. This app solved all my needs! Not only did it help, but it is cheaper than other apps. I highly recommend this app if you want to start organizing and automating your business on another level. Also love the design
Quoted exactly as written, in the reviewer’s own language. This is a selection of reviews, not all of them. Reviews from our own team are left out of the selection, but the overall rating includes their ratings.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Portfolio data stays in your approved portfolio and custody systems. Workspace369 runs the relationship around it: prospect records, introductory scheduling, client messages, service proposals, invoices and the client portal.
Record a note in the brief within the client record, and add custom fields for the non-sensitive details you track before onboarding, such as goals or meeting preferences.
Yes. You can generate and send invoices for initial consulting fees directly through the platform, and clients view and pay them online within their client portal.
Scheduling runs in Workspace369 on the prospect's record, and two-way Google Calendar sync keeps each advisor's calendar current. Formal account servicing keeps its own schedule in your approved system.
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
