Deepen client relationships with every interaction
Track client relationships, automate review reminders, log every meeting, and grow your book of business from one platform.
Sound familiar?
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Client review dates tracked in a spreadsheet that falls out of date within weeks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
What you can do with Laureo
Real workflows for Financial Advisors, built into Laureo.
Client relationship tracking
Complete timeline of emails, meetings, notes, and documents per client. Walk into every review meeting prepared.
Annual review automation
Workflows send review scheduling emails, create prep tasks, and remind you when reviews are overdue.
Prospect pipeline
Track prospects from initial meeting to onboarded client. See weighted pipeline value and conversion rates.
Referral tracking
Tag referral sources (CPAs, attorneys, existing clients) and track which referrals convert to AUM.
Client segmentation
Segment clients by AUM tier, review frequency, or service model using custom fields and tags.
Market update campaigns
Send quarterly market commentary and educational newsletters to your entire client base with personalization.
A pipeline that speaks Financial Advisors
Laureo adapts its labels to your world, so your team works in the words they already use.
Speaks your language
- Deal
- opportunity
- Contact
- client
- Company
- household
- Pipeline
- prospect pipeline
- Invoice
- fee invoice
Built for the way you work
Not every team needs every feature. Here is what matters most for your workflow.
Client household management
Group contacts into households with shared notes, documents, and activity history. Track AUM, risk profile, and service tier with custom fields.
Review scheduling automation
Set review cadences (annual, semi-annual, quarterly) per client segment. Workflows send scheduling emails and create prep tasks automatically.
Meeting notes and activity log
Log every meeting, call, and email to the client record. Notes are searchable and timestamped for compliance documentation.
Prospect pipeline
Track prospects from initial referral to onboarded client. Set stages for discovery, proposal, paperwork, and funded. Weighted pipeline shows expected new AUM.
Email campaigns
Send quarterly market commentary, educational content, and event invitations to segmented client lists. Track opens and clicks per campaign.
Referral source tracking
Tag contacts as referral sources and track which introductions converted. Custom fields let you measure referral value over time.
How it works
From setup to results in 5 straightforward steps.
Import your book of business
Upload client data from spreadsheets or your previous CRM. Map custom fields for AUM, account type, review date, and risk profile.
Set up client households
Group contacts into households. Attach shared notes, documents, and activity history so the entire relationship is visible in one place.
Configure review automation
Set review cadences per client segment. Laureo sends scheduling emails, creates prep tasks, and flags overdue reviews automatically.
Build your prospect pipeline
Create stages for your acquisition process. Track every prospect from referral to funded account with value estimates and probability.
Nurture your network
Run email campaigns for market updates, event invitations, and educational content. Segment by client tier, interest, or geography.
AI agents that work for you
Six built-in agents start on their own, on a weekday schedule or when the work arrives. The five on the Agents page draft what they can and ask before they change anything, and Ticket Triage sorts new tickets in Service on Ultra.
Deal Follow-Up - Highlighted for Financial Advisors
AI watches client engagement so nothing slips
The Deal Follow-Up agent finds clients with no recent activity, proposes the next step on the record, and drafts the annual-review check-in for you to send. Stay ahead of every relationship.
Integrations that matter for Financial Advisors
Connect the tools you already use. No code required.
Google Workspace
Gmail sync logs client emails. Calendar shows review meetings and prospect calls.
Microsoft 365
Outlook sync for advisors on Microsoft. OneDrive for secure document storage.
Financial Advisors vs Salesforce
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, protected by default
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.
Encrypted end to end
Your data is encrypted in transit and at rest, on every plan.
Your data stays yours
Every account is walled off from every other customer. No one else can see your records.
Never trains AI
Nothing you store in Laureo is ever used to train AI models.
A record of every change
See who accessed or changed a record, and when.
Dive deeper into Laureo
CRM for Financial Advisors FAQ
Quick answers to the questions we hear most.
Continue exploring
Compare Laureo to alternatives and explore features relevant to Financial Advisors.
Start growing your practice today
By continuing you agree to our Terms and Privacy Policy.
14-day trial for $2.99, credited to your first month. Cancel any plan at any time before the end of your billing cycle, no contract fees, no 30-day notice, no penalties.