Skip to searchSkip to main content
Adviser CRM

  • The CRM for Financial Advisers

    Sign up for a free trial of Adviser CRM.  No credit card required.
    Free Trial

  • WORKS ON ALL 
    DEVICES

    Works across all devices.  Make phone calls on our Mobile App and log the call into your client history.
    Learn More

  • HELPING
    ADVISERS GROW

    Adviser CRM has powerful marketing tools and when used properly, it can be instrumental in growing your business.
    Learn More

The independent CRM for Financial Advisers

Adviser CRM is a complete solution designed to manage every aspect of your advice business — including leads, clients, policies, loans, investments, communications, documents, meetings, marketing, and more.

Automate policy and loan renewals so you can spend less time on administration and more time building relationships, generating leads, and writing new business.

If compliance is your priority, our Process Builder lets you create step-by-step workflows for your team to follow. Or, take advantage of our customisation service and we’ll build processes tailored to your business. Adviser CRM also keeps a full communication history — emails, meetings, phone calls, tasks, and documents — giving you peace of mind for auditing and record-keeping.

Packed with powerful features, Adviser CRM helps you run a smarter, more efficient business. As an independent provider, we’re not owned by or tied to any financial services group. Your data remains yours, and Adviser CRM moves with you wherever your business goes.

Adviser CRM Mobile App

Why Choose Adviser CRM

Affordable

Adviser CRM is affordable—typically up to 50% cheaper than competing systems. We understand that price isn’t everything, but offering an accessible price point while still delivering all the features advisers need makes all the difference.

Secure

Our platform is SOC2 Certified as well as many other certifications ISO2001 and many other international security certifications.  2FA/MFA Two Factor Authentication/Multi Factor Authentication is available for all users.

Independent

New Zealand owned, independent CRM that moves with you. Whether you change groups, merge with another business, or sell your practice, Adviser CRM is fully transportable.

Flexible

“Adviser CRM is designed for flexibility. In addition to any custom work we provide, you retain the ability to configure your own features, fields, layouts, and automations, ensuring the system adapts to your specific business requirements.”

"Working with Sean Davis and the team at Adviser CRM has been nothing but exceptional. The level of support we’ve received has been outstanding, from onboarding and training through to ongoing development and troubleshooting.


Sean has gone above and beyond to understand our business needs and help us tailor the platform to fit perfectly with our processes. Adviser CRM is an amazing tool for running a financial advice business, and we couldn’t recommend Sean and the Adviser CRM team more highly."

Naked Finance Logo

Sean Clark
Adviser/Director
NAKED FINANCE

Sean Clark Financial Adviser

Contact us today for a one on one demo

Book Appointment