Manage client relationships, track portfolios, and grow your practice with a CRM built for financial professionals. Completely free.
Wealth management requires deep client relationships and meticulous tracking.
Each client has unique goals, risk tolerance, and portfolios
Hard to keep up with annual reviews and check-ins
Need to document every client interaction
SlashDev understands the unique needs of financial advisory practices.
Complete view of each client's financial picture
Automated reminders for annual and quarterly reviews
Document all interactions for compliance
See entire family relationships and assets
Know every client personally
Better service leads to more referrals
Complete documentation of all interactions
Spend time advising, not on admin
Registered investment advisors
High-net-worth client management
Comprehensive planning practices
Securities sales and service
Yes, bank-level encryption protects all data. SOC 2 compliant infrastructure.
Yes, link spouses, children, and other family members to see complete household pictures.
Document all interactions with timestamps. Export records when needed for audits.
Join financial advisors who deliver exceptional service with SlashDev.
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