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Private Wealth Daily

CRM add-ons and workflow

Client relationship management systems built for advisors and wealth firms.

10 vendors · Updated October 26, 2026

News on CRM add-ons and workflow in your edition and on My Desk.
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Showing 10 of 10Most complete profiles first, then A to Z

Advisors Assistant

Long-running CRM with investment and insurance policy tracking for advisors, reps and insurance agents

  • Broker-dealers
  • Insurance

CRM8 integrationsPer seat

CanyonOps

Client service calendar that turns an advisory firm's tiered service model into recurring household work

  • RIAs

Integrations & operations6 integrationsTiered

CogniCorIn the news

AI copilot for wealth firms covering meeting prep, notes, CRM updates and household-level opportunity alerts

  • RIAs

AI tools5 integrations

Finity360

Suite of native Salesforce apps for document management, onboarding forms, supervision and backup at wealth firms

  • RIAs
  • Broker-dealers

Family-office technology2 integrationsCustom quote

GRemindersIn the news

Client scheduling, automated reminders and AI meeting notes for advisors, built into Redtail, Wealthbox and Advyzon

  • RIAs
  • Broker-dealers
  • Banks and trust companies
  • Insurance

Client experience12 integrationsTiered

IntegratedAdvisor

Redtail CRM overlay that turns opportunity data into pipeline dashboards and team KPIs for advisory firms

  • RIAs

CRM1 integrationTiered

Knudge

Client action-item tracking and automated reminders for financial advisors

  • RIAs
  • Broker-dealers

Client experience1 integrationFree tier, paid plans

Mili

AI meeting notes and task agents for wealth advisory firms

  • RIAs
  • Broker-dealers

AI tools20 integrationsFree tier, paid plans

Quivr

Salesforce-based CRM and workflow engine built for RIA advisors and operations teams

  • RIAs

CRM20 integrationsSubscription

Vega Minds

AI associate for advisors: email drafts, meeting notes and prep, CRM sync and client deliverables

  • RIAs

AI tools20 integrationsSubscription

Tick two to four vendors, then compare them side by side.

CRM add-ons and workflow: questions to ask before you buy

  1. How does the CRM handle households, entities and related accounts?
  2. Which workflows ship ready to use, and which need a consultant to build?
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