Built for financial advisors & RIAs
Every client relationship. One complete picture.
UltimateCRM brings your households, financial plans, client conversations, and compliance records together, so your whole firm advises from one connected record.
7-day free trial. Set your firm up yourself in about a minute, no sales call; cancel before the trial ends and you pay nothing. Or bring one household you know well to a short walkthrough with the person who builds it.
Connects with the tools your firm already runs on
One connected record
None of your tools knows the relationship
Your CRM knows the client's name. Your planning software knows their net worth. Your inbox knows what they said on Tuesday. None of them knows the relationship. UltimateCRM connects it: one household record behind the plan, the conversations, the documents, the tasks, and the compliance trail, for every advisor on the team.
One place for everything
Everything a modern advisory practice needs
Households, plans, conversations, and compliance records on one record, so every advisor on the team is as informed as the one who took the call.
Household-first relationships
Every client lives in a household. Notes, tasks, documents, and activity automatically roll up so you see the full picture for the whole family.
Planning that does the math
Net worth, cash flow, retirement projections, and tax planning are built in — driven by one shared wealth profile per household.
Compliance, handled
KYC profiles, attestations, a compliance office for the CCO, and a complete books-and-records trail of every call, email, and meeting keep you audit-ready. Included from the Professional plan up.
An investment committee on the record
A versioned strategy catalogue, votes and quorum, an approved list with its history, and a due-diligence file per strategy — the model portfolios your firm runs, kept where the examiner looks, then placed on each client's accounts with a suitability verdict and an Investment Policy Statement, while their plan runs on the committee's published assumptions.
Conversations in context
Email, calendar, and phone sync into a single timeline on each contact, so nothing about a client ever falls through the cracks.
Security by default
Every firm's data is encrypted under its own key, tenant isolation is enforced in the database itself, and passwordless passkey sign-in is on every plan — never an upsell.
A window for your clients
Invite clients into a read-only portal to see their plan and documents, and upload what you asked for. Client logins are always free.
Planning in the meeting
Turn a client's question into a planning conversation
Without leaving the relationship. The questions an advisor is actually asked:
- "Can we retire two years early?"
- "What if we spend more?"
- "How much can we give the kids?"
- "What should we revisit before next time?"
Meeting Mode answers in the room: move a lever, watch the number, compare scenarios side by side, adopt the one they choose. Taxes, RMDs, and Social Security timing for couples are in the math, and the methodology is published, not a black box.
AES-256 is the algorithm standardized in FIPS 197, and AES-GCM is a FIPS 140-3 approved mode (NIST SP 800-38D). Both NIST and the NSA (CNSA 2.0) rate AES-256 as resistant to attack by quantum computers.
Up and running fast
Get started in three simple steps
Connect your firm
Link Microsoft 365 (or Google Workspace, once Google's verification of our connector completes) and your phone system in a few clicks. Email, calendar, calls, and texts start syncing automatically.
Organize households
Clients are grouped into households with a full document tree and shared wealth profile — no spreadsheets required.
Advise with clarity
Plan, document, and stay compliant from one screen — and prove it all with a complete activity record.
Ready to bring your practice together?
Create your firm's workspace in about a minute, or book a walkthrough first and bring one household you know well. Compare plans any time.