Wealth Management CRM Software for Small Businesses
Create a custom practice management system that fits your advisory business. No expensive enterprise platforms. No complex setups. Just your clients, portfolios, and compliance managed with AI. Just your advice, streamlined.
Why Generic CRMs Fail Financial Advisors
You've tried standard sales tools, but they don't understand AUM, households, or compliance audits.
Compliance Risks
Missing notes, lost emails, and lack of audit trails expose your firm to regulatory fines and legal risks.
Data Silos
Client data lives in the custodian, planning software, and email. You never have a single view of the client's wealth.
Manual Reporting
Building quarterly review reports manually takes weeks every quarter, leaving no time for client meetings.
Don't Change Your Advisory Process.
Build a CRM Around It.
Wealth management firms don't need generic sales software. You need a system that matches how you onboard clients, manage households, and track performance.
Fuzen is a no-code platform that lets you build your own tools. Whether you are an RIA, family office, or hybrid advisor, you build the exact workflow you need.
- Automate quarterly performance reports
- Track AUM and fee billing automatically
- Secure client document vault
What Can You Build on Fuzen?
Forget generic features. Build targeted apps for every part of your wealth practice.
Client Households
Track families, trusts, and multiple accounts in a single, unified view.
AUM Reporting
Track fee-based revenue, asset growth, and portfolio performance over time.
Compliance Logs
Automated meeting notes and email archiving to satisfy audit requirements.
Document Vault
Secure portal for clients to upload tax docs and view statements.
Workflow Automation
Automate RMD reminders, rebalancing alerts, and client birthday emails.
Client Portal
Give clients 24/7 access to view their net worth and performance.
Describe Your Workflow.
Fuzen Builds It.
You don't need to be a tech wizard. Just tell Fuzen's AI what you need in plain English.
Fuzen instantly generates the database, the forms, and the automation logic.
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Start with a Template, Finish with Custom
Browse our marketplace of wealth templates. Install in one click, then tweak to fit your firm.
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Simple CRM
The Simple CRM Template is a free, ready-to-use CRM app built on Fuzen to help businesses organize and manage their leads in one central place. It provides a clean dashboard with a table view of all leads, making it easy to track progress, status, and recent activity at a glance. With dedicated lead detail pages, you can manage contact information, record meeting logs, upload documents, create proposals, and monitor every activity related to a lead. The built-in Kanban view helps you visually manage your pipeline, while the product management section allows you to organize offerings and attach them to proposals. You can fully customize this CRM using Fuzen AI to match your exact workflow — without any coding.
AI Dialer
Transform your sales and support operations with our AI-Powered Voice Calling CRM template - designed for modern teams who demand more than just a CRM. This solution effortlessly combines intelligent voice calling, lead qualification, and full conversation management - giving you a streamlined workflow from first call to final close. Built for businesses that want to harness the power of voice without the complexity, this template integrates seamlessly with top AI engines like ElevenLabs for natural speech generation and OpenAI for smart transcription and lead-scoring. Whether you run a small sales team or a fast-growing agency, you’ll be up and running - fast, smart and voice-enabled. And because it’s built on the Fuzen platform, every element is fully customizable - so you can brand it, tailor behavior, and evolve your voice CRM as your business scales.
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Personal Finance Management (Basic)
The Personal Finance Management Template is a simple, free tool built on Fuzen to help individuals take control of their money - track income, expenses, and savings all in one place. It’s designed for everyday users who want to understand where their money goes and plan their financial goals effectively. With this template, you can easily record transactions, categorize expenses, and view your monthly budget summary through an intuitive dashboard. Whether you’re managing personal finances or family budgets, this template helps you make smarter financial decisions with minimal effort. You can also customize it using Fuzen AI to suit your unique budgeting style or add automation for recurring expenses.
Advisor CRM head-to-head: Fuzen vs Wealthbox, Salesforce FSC & Redtail
The major advisor CRMs are billed per-seat forever, with limited customisation for your client-segmentation, fee schedules or compliance workflow. A Fuzen build fits your book, your service model and your custodian — one-time investment, no per-advisor fees.
| Feature | Wealthbox Advisor CRM | Salesforce FSC Financial Services Cloud | Redtail CRM Now / Speak | Fuzen Custom-built for your practice |
|---|---|---|---|---|
| Pricing model | ~$99/user/mo | ~$375/user/mo | ~$99/yr/advisor + add-ons | One-time build + flat hosting |
| 3-year cost (10-advisor practice) | ~$36k | ~$135k | ~$3k base + add-ons | One-time + flat hosting |
| Custom client segmentation (A/B/C) | Tags + lists | Native + customise | Categories + tags | Built to your exact tiering |
| Fee-schedule / billing tracking | Add-on (Black Diamond etc.) | Native (PortfolioCenter or add-on) | Add-on (Redtail Billing extra) | Built into your CRM |
| Compliance + supervision workflow | Light (audit trail) | Native (best-in-class) | Native (compliance module) | Built to your exact compliance rules |
| Custodian integration (Schwab / Fidelity / Pershing) | Add-on integrations | Native (best-in-class) | Native integrations | Built to your exact custodian |
| Time to live | Days | 8-16 weeks implementation | Days | 4 weeks (full custom) |
| Who owns the client data | Vendor — you rent | Vendor — you rent | Vendor — you rent | You own it forever |
Per-user pricing reflects publicly advertised list prices on vendor websites and major review sites (G2, Capterra) at time of writing; Salesforce FSC and broker-dealer terms vary. 3-year cost assumes a 10-advisor practice on each vendor's mid-tier plan, list pricing, no add-ons unless noted. Fuzen pricing is a one-time custom build plus flat annual managed hosting — see scoping call for your quote.
Building on Fuzen vs. Buying Software
Built for the Advisor on the Go
Whether you're meeting clients for lunch or reviewing portfolios remotely, Fuzen applications are mobile-first by design.
Works on Phones
Access client profiles, AUM data, and notes from anywhere.
Instant Notes
Log meeting notes and follow-up tasks immediately after client interactions.
How to Build Your System
Define Process
Identify the manual client data or compliance checklist you want to replace first.
Build with AI
Use a template or tell our AI what you need. Customize fields with drag-and-drop.
Launch & Advise
Invite your team. As your AUM grows, tweak the app instantly.
Related Software for Financial Services
Other Fuzen-built CRM and operations software for advisors and agencies.
Custom CRM for solo RIAs, planners, and broker-dealers. Less rigid than Wealthbox, less bloated than Salesforce.
For independent agents and brokers - quoting, renewals, and compliance built around your workflow.
The flagship Fuzen CRM. Custom-built for any vertical, delivered in 4 weeks.
Frequently Asked Questions
Common questions about building wealth management systems on Fuzen.
Continue reading
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