Meeting prep means four open tabs.
Before a review, advisors open the CRM, the custodian site, the IPS and last year’s proposal.
CRM for financial advisors
CRM for advisors,
with Alpha built in.
Keep each household’s emails, meetings, calls and texts on the same record as their portfolio and IPS. Alpha uses all of it to prep your reviews and draft the follow-up.
Book a demo ↗✳ AlphaClient profile
Profile update to confirm
CLIENT UPDATE
“We’re bringing retirement forward to 2031.”
↓
Retirement year2035 → 2031
SourceClient meeting
Trusted by leading advisory firms
9.67/10Proposal generation & client onboarding · 2026
Recommended toolRTQ, proposals & analysis
5-StarWealth Tech 2026
What firms run into
Where an advisor CRM falls short.
Most advisor CRMs hold the contact notes and nothing about the portfolio.
Client calls happen on personal phones.
A client mentions on Tuesday’s call that they’re retiring early, and it never makes it into the CRM.
Nobody notices when a client goes quiet.
The client hasn’t heard from anyone since March, and the first sign is a transfer request.
Inside the workflow
From the first call to the next review.
CONNECTED ACCOUNTS
The household, together.
Brokerage accountConnected
Retirement accountConnected
Held-away accountConnected
M
Morgan householdAccounts and holdings in one view
Step 01
Keep the whole household on one record.
Add members, trusts, important dates, the risk profile and documents next to the portfolio and IPS. See whose review is due, and save facts from meetings, emails and calls once you confirm them.
A reason to reconnect.
Advisor-set rulePosition decline exceeds 5%Active
Threshold reachedPosition down 6%
✳ Alpha · Draft talking point
One of the positions you shared has declined 6%. Let’s review what changed and what it means for your portfolio.
Step 02
Track every lead to a signed client.
Move leads through your own stages on a board or table, and see which have stalled for 14 or 30 days. Leads come in from your website questionnaire, booking pages, imports or a call from a new number.
Step 03
Use Gmail and Google Calendar in the CRM.
Emails file to the right household, and Needs attention shows the ones still waiting on a reply. Draft with Write with AI or a template, schedule sends, set up sequences that stop when a client replies, and share booking pages.
CLIENT EDUCATION
Give the conversation a start.
PORTFOLIO PERSPECTIVESMaking sense
of your investments.
of your investments.
Watch. Learn. Discuss.Portfolio review
Step 04
Call and text from the client’s page.
With RingCentral, call from your browser, record and transcribe when you choose, and send texts through compliance review. Admins can see each advisor’s calls, texts, emails and median response time.
✳ AlphaProactive meeting preparation
UPCOMING / THURSDAYMorgan household
Portfolio review · 10:00 AM
↓
Your talking points are ready.
REVIEW PREPTalking points.Morgan household
- Household overview ✓
- Portfolio discussion ✓
- Goals & next steps ✓
Step 05
Turn meetings into tasks.
Bring in transcripts from Google Meet or by upload. Review the decisions, action items and client commitments Investipal finds, then approve them as tasks or a playbook with the recap email drafted.
✳ AlphaAgent activity
Agent runs · today
- OnboardChen household2 missing items turned into tasksDone
- NotesMorgan household3 tasks from meeting commitmentsDone
- IPSPatel householdRebalance review drafted · no trades placedNeeds you
Never contacts clientsNever trades
Step 06
See today’s work on one page.
The Work page lists replies waiting, reviews due, meetings to review, promises you made, booking requests and missed calls. Assign or snooze items, save your own views and run playbooks that assign each step by role.
✳ AlphaReview queue
Ready to review · 3
- WinProposal commentaryMorgan householdReady to review
- OnboardWelcome emailChen householdNeeds you
- ServeQuarterly review reportPatel householdReady to review
Firm house style ✓Checks passed ✓
Step 07
Let Alpha draft the prep and the follow-up.
When your firm turns it on, Alpha writes a prep brief before each meeting and the follow-up email after it. It also lists clients you haven’t heard from and drafts a nudge after three business days without a reply.
In good company
In our clients’ words.
Investipal has completely transformed how we approach client onboarding and portfolio management. The AI-powered tools save us countless hours while delivering better outcomes for our clients.
Investipal has been a game-changer for our firm. It really had become an efficiency multiplier for our assistants and back office. It’s an indispensable tool for any advisory firm looking to thrive in today’s competitive market.
CRM for financial advisors: what firms ask.
What should a CRM for financial advisors do?
Keep each household’s details, documents and conversations in one place, track prospects and tasks, and connect to email, calendar and phone. In Investipal, the CRM also sits next to the portfolio, the IPS and the proposals, and meeting prep and follow-up start from the client’s whole picture.
Is the CRM included?
Email, sequences, calendar, meetings, booking pages, the Work page, phone and the compliance review of messages are a CRM add-on that Investipal turns on for your firm. Households, tasks, playbooks, notes, tags, review cadence, imports and the client portal work without it. Pricing is available on request.
Can advisors call and text clients from the CRM?
Yes, with the CRM add-on and the advisor’s RingCentral account. Calls and texts are filed to the household, texts go through your firm’s compliance review and honor opt-outs, and your firm decides whether calls are recorded and transcribed.
Which email and calendar does it work with?
Google. Each advisor connects their own Gmail and Google Calendar.
Can we keep Wealthbox, Salesforce or Redtail?
Yes. Connect Wealthbox, Salesforce or Redtail for one advisor or the whole firm, and push or pull a client’s details whenever you choose.
Do we need a separate CRM if our proposal and onboarding platform already has client workspaces?
Not with Investipal’s CRM add-on: households, pipeline, email, meetings, calls, texts and tasks sit in the same platform as proposals, onboarding and billing. Firms that prefer to keep their current CRM connect it instead.
Can we bring our existing clients over?
Yes. Import clients from Excel or CSV, up to 5,000 rows at a time, with duplicates flagged before anything is created. Merge any duplicate households afterward.
Can clients book meetings themselves?
Yes. Create a booking page for each kind of meeting, each with its own length, hours and notice, or add your Calendly link. Bookings match to the client by email, and Alpha and Write with AI can put the right link into an email.
What else does the CRM track?
A health score for each relationship, email opens if your firm turns tracking on, one-off and recurring meetings, and call and voicemail transcripts. When Investipal turns on My associate for your firm, Alpha also sends a morning brief of what needs you.
Does Alpha send emails to clients?
No. Alpha drafts the email and the advisor sends it from their own Gmail, after your compliance review if your firm has one.
CRM for financial advisors: buyer guide
What to ask when you compare advisor CRMs.
Client engagement
Client portal, meeting prep and review reports.
Integrations
Wealthbox, Salesforce, Redtail, Google and RingCentral.