7 Best CRM Software for Financial Advisors in 2026

A former colleague of mine — Dean, an RIA principal running a 4-advisor shop just outside Raleigh — called me last March completely fried. His firm had jumped from $78M to $214M AUM in 26 months. The Excel-plus-Outlook duct tape that carried him through the early years had finally given out. He missed a client’s […]