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The all-in-one CRM solution for growth-mode RIAs launched in November and is already trusted by thousands of advisors
Advisor CRM, an all-in-one CRM platform designed exclusively for registered investment advisors (RIAs), unveiled a fully integrated AI meeting assistant, included free with every account. Advisor CRM is the first fintech to offer direct access to advisors’ CRM data from within ChatGPT and Claude via Model Context Protocol (MCP), making the data ultra-portable.
Advisor CRM’s AI Meeting Assistant captures key moments with clients and instantly organizes them into tasks, summaries, and agendas right inside the platform. Key features of Advisor CRM’s AI Meeting Assistant include native meeting transcription and summarization, auto-generated action items as tasks, in-depth and personalized meeting summaries, automatically generated next-meeting agendas, client-facing follow-up emails with the right level of detail, key numbers and planning data extracted into the client file, and real-time CRM timeline updates.
“We are operations-driven at our core, so our AI notetaker needed to be more than just another add-on that merely transfers data between disconnected systems,” stated Ryan Borer, Managing Partner. “Financial advisors in growth mode require sophisticated tools that help them regain valuable time. We take pride in building a purpose-built platform that consistently exceeds their expectations and refuses to burden them with extra work.”
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Because Advisor CRM’s AI Meeting Assistant is embedded in the CRM, there is no need to copy notes from one tool to another, re-enter tasks, or worry about syncing errors. Advisors can edit summaries, adjust tasks, and send follow-ups from a single place, all with changes automatically tracked and recorded for compliance. Firms seeking more powerful workflow options can upgrade to receive access to automatic meeting joining via Zoom or calendar integrations, meeting briefings sent both before and after meetings via email, and advanced admin tools for centralized meeting management.
“Data is king, and our AI Meeting Assistant significantly enhances the quality of data collection for advisors, far surpassing what legacy providers offer,” said Leibel Sternbach, Partner and CTO. “We’re thrilled by the positive feedback we’ve received from advisors and are hard at work developing the next set of features that will address compliance challenges.”
Advisor CRM, which launched in November 2024, is an easy-to-use platform that connects financial advisors to their essential tools, from compliance reporting to trading automation. The firm offers a free version, along with various paid tiers tailored to meet the needs of advisors. It integrates seamlessly with platforms like Microsoft and Google Suites, as well as other leading wealthtech solutions.
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