Free CRM Template for Financial Advisors
Track client portfolios, annual review schedules, life event triggers, and compliance documentation for financial advisors.
What this template includes
You get a working app with these features built in. Refine anything later by chatting with Appaca.
- Client records with AUM and risk profile
- Annual review scheduling with agenda items
- Life event triggers with planning tasks
- Compliance documentation log
The prompt that builds this app
Copy and paste this into Appaca, or click the button to send it now. You can edit it before submitting.
Build a financial advisor CRM with clients (name, segment: mass-affluent/HNW/UHNW, AUM, primary advisor, status), portfolios per client (accounts, total value, risk profile, asset allocation), annual review schedule (last review date, next review due, agenda items), life event tracker (marriage, divorce, inheritance, retirement, college funding - with triggered planning tasks), and a compliance documentation log (KYC/AML forms, suitability assessments, last updated).
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ViewQuestions & answers
Yes. You can build the template app inside Appaca for free. The free plan includes 100 AI credits per month. If you outgrow the free tier you can upgrade at any time.
No. The template is a prompt that Appaca turns into a working app for you. You can refine fields, views, and rules by simply chatting with the AI in plain English.
Yes. After Appaca builds the app, you can keep refining it through chat - add fields, change the layout, connect new data, or adjust workflows whenever your needs change.