Built for financial advisors & RIAs
Households, financial planning, compliance, and every client conversation — unified in one calm, secure workspace so you can spend more time advising and less time wrangling tools.
No credit card required. Bank-grade encryption. Cancel anytime.
Connects with the tools your firm already runs on
One place for everything
Stop stitching together a CRM, a planning tool, a compliance binder, and your inbox. UltimateCRM brings the whole relationship into a single, secure view.
Every client lives in a household. Notes, tasks, documents, and activity automatically roll up so you see the full picture for the whole family.
Net worth, cash flow, retirement projections, and tax planning are built in — driven by one shared wealth profile per household.
KYC profiles, attestations, and a complete books-and-records trail of every call, email, and meeting keep you audit-ready.
Email, calendar, and phone sync into a single timeline on each contact, so nothing about a client ever falls through the cracks.
Client data is encrypted, and passwordless passkey sign-in keeps your firm protected without slowing anyone down.
A native iPad app and a fast web workspace mean your practice is with you in the office, at home, or in a client meeting.
The decision engine
Run thousands of market scenarios in seconds. UltimateCRM models couples, taxes, RMDs, and spending guardrails to turn a planning conversation into a clear, defensible recommendation.
Up and running fast
Link Microsoft 365 and your phone system in a few clicks. Your contacts, email, and calendar start syncing automatically.
Clients are grouped into households with a full document tree and shared wealth profile — no spreadsheets required.
Plan, document, and stay compliant from one screen — and prove it all with a complete activity record.
Start a free trial of UltimateCRM today — or compare plans to find the right fit.