Build a Financial Advisor CRM With AI and No-Code

Stop forcing households, reviews, and onboarding into a CRM that does not match your firm. WeWeb helps you build advisor workflows around how you actually manage client relationships.

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Build a Financial Advisor CRM With AI and No-Code

Trusted by founders & Fortune 500s

Keep client context out of scattered tools

Connect and interact with data from anywhere. WeWeb supports 15+ native integrations and connects to any API service using REST API.

Explore all data sources

Build advisor CRM workflows your team will use

With WeWeb AI, build household records, prospect pipelines, meeting notes, onboarding tasks, referral tracking, compliance views, and advisor dashboards.

Household client records

Build household and client profiles with contacts, accounts, AUM, life stage, service tier, advisor assignment, and relationship notes in one searchable workspace.

Prospect pipeline by stage

Track prospects from referral or inquiry through discovery, proposal, onboarding, and conversion using stages that match your firm's sales and service process.

Meeting notes and reviews

Capture meeting summaries, review schedules, action items, and follow-up tasks so advisors and planners see the same client context before the next conversation.

Onboarding and KYC tasks

Manage onboarding checklists, document requests, account opening steps, funding status, and operations handoffs without losing tasks between email and spreadsheets.

Referral partner tracking

Track referral sources, partner relationships, introduced households, conversion status, and follow-up activity so your firm knows which channels produce quality clients.

Compliance activity logs

Build activity timelines, review status, document completion, and role-based views that support recordkeeping workflows. Frame as supporting your process, not replacing compliance systems.

Advisor dashboards by book

Create dashboards for advisors, team leads, and firm leadership showing pipeline value, review backlog, onboarding status, and household activity by book or team.

AI client context assistant

Add an AI assistant that summarizes household history, flags overdue reviews, drafts follow-up notes, and helps staff find the right client context before meetings.