Track client relationships, automate review reminders, log every meeting, and grow your book of business from one platform.
These are the problems we hear from teams like yours every day. Laureo was built to solve them.
Client review dates tracked in a spreadsheet that falls out of date within weeks
No centralized record of what was discussed in the last meeting or phone call
Referral sources (CPAs, attorneys) are impossible to credit without a system
Salesforce is powerful but requires an admin and costs more than the advisor can justify
Compliance requires documenting client interactions, but the process is manual and painful
Real workflows for Financial Advisors, built into Laureo.
Complete timeline of emails, meetings, notes, and documents per client. Walk into every review meeting prepared.
Workflows send review scheduling emails, create prep tasks, and remind you when reviews are overdue.
Track prospects from initial meeting to onboarded client. See weighted pipeline value and conversion rates.
Tag referral sources (CPAs, attorneys, existing clients) and track which referrals convert to AUM.
Segment clients by AUM tier, review frequency, or service model using custom fields and tags.
Send quarterly market commentary and educational newsletters to your entire client base with personalization.
Laureo adapts its labels to your world, so the board reads the way your team already talks.
Speaks your language
Not every team needs every feature. Here is what matters most for your workflow.
Group contacts into households with shared notes, documents, and activity history. Track AUM, risk profile, and service tier with custom fields.
Set review cadences (annual, semi-annual, quarterly) per client segment. Workflows send scheduling emails and create prep tasks automatically.
Log every meeting, call, and email to the client record. Notes are searchable and timestamped for compliance documentation.
Track prospects from initial referral to onboarded client. Set stages for discovery, proposal, paperwork, and funded. Weighted pipeline shows expected new AUM.
Send quarterly market commentary, educational content, and event invitations to segmented client lists. Track opens and clicks per campaign.
Tag contacts as referral sources and track which introductions converted. Custom fields let you measure referral value over time.
From setup to results in 5 straightforward steps.
Upload client data from spreadsheets or your previous CRM. Map custom fields for AUM, account type, review date, and risk profile.
Group contacts into households. Attach shared notes, documents, and activity history so the entire relationship is visible in one place.
Set review cadences per client segment. Laureo sends scheduling emails, creates prep tasks, and flags overdue reviews automatically.
Create stages for your acquisition process. Track every prospect from referral to funded account with value estimates and probability.
Run email campaigns for market updates, event invitations, and educational content. Segment by client tier, interest, or geography.
Six built-in scheduled agents run on their own cadence, surface insights, and create tasks. You approve, they execute.
Customer Success Agent - Highlighted for Financial Advisors
The Customer Success Agent detects accounts with declining activity, flags clients due for annual reviews, and creates proactive check-in tasks. Stay ahead of every relationship.
Connect the tools you already use. No code required.
Gmail sync logs client emails. Calendar shows review meetings and prospect calls.
Outlook sync for advisors on Microsoft. OneDrive for secure document storage.
The problem
Salesforce Financial Services Cloud is built around dedicated admins and a multi-month implementation (its ecosystem runs on certified admins and consulting partners), which is heavy for a small RIA.
The Laureo advantage
Laureo is ready in a day with no admin required. Custom fields track AUM, risk profile, and review dates, and every feature is included in one plan.
Your data is encrypted in transit and at rest, walled off from every other customer, and never used to train AI models. On every plan.
Your data is encrypted in transit and at rest, on every plan.
Every account is walled off from every other customer. No one else can see your records.
Nothing you store in Laureo is ever used to train AI models.
See who accessed or changed a record, and when.
Dive deeper into Laureo
Quick answers to the questions we hear most.
Compare Laureo to alternatives and explore features relevant to Financial Advisors.
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