Wealth Management CRM & Financial Advisor Software
Grow your wealth management practice with custom CRM software. Praesidium builds advisor platforms with client portfolio tracking, compliance documentation, meeting notes, AUM reporting, and custodian integrations.
Consult with an Expert
Free strategy sessionBook a consultation today to discover how custom Financial Advisors / Wealth Mgmt software can reduce costs and increase efficiency.
SCHEDULE NOWIs Generic Software Like Redtail CRM Holding You Back?
Praesidium Builds Solutions That Fit. Tired of workarounds and disconnected tools?
Legacy Software
Custom ERP
Rigid software that limits agility.
Flexible architecture that adapts directly to your workflows.
Data scattered across multiple apps?
A unified ecosystem customized for Financial Advisors / Wealth Mgmt.
Worried about complex implementation?
Our expert team guides you from design to deployment and beyond.
We Handle the Hard Stuff.
You Focus on Growth.
Switching systems shouldn't be a nightmare. Our dedicated engineering team handles every aspect of the transition, ensuring a zero-downtime launch.
Seamless Data Migration
We securely transfer all your historical data from legacy platforms to ensure no data is left behind.
Turnkey System Setup
We configure every module, workflow, and user permission to match your exact operational needs before you log in.
White-Glove Support
We don't just send a manual. Our experts train your team to ensure everyone is confident from Day 1.
Work Smarter, Not Harder
Our platform isn't just about efficiency; it's about giving you back your time. Experience a system that anticipates your needs and handles the details.
Client Portfolio Tracking
Holistic view of client assets with performance history, asset allocation, and household tracking
Compliance Document Vault
Secure storage for ADV receipts, IPS documents, and suitability profiles with expiration tracking
Meeting & Interaction Hub
Structured meeting notes with automated follow-up tasks and client communication archiving
AUM & Fee Reporting
Automated AUM tracking with tier-based fee calculation and billing generation
Custodian Integration
Automated data feeds from Schwab, Fidelity, Pershing, and other major custodians
Financial Planning Workflows
Standardized processes for onboarding, annual reviews, and estate planning updates
Your Business,
Autopilot Enabled
Imagine a workday where reports generate themselves, inventory tracks itself, and problems are flagged before they happen. That's the power of our AI-native platform.
Common Questions
Everything you need to know about our Financial Advisors / Wealth Mgmt solutions.
What is wealth management CRM software?
Wealth management CRM is specialized software for financial advisors and RIAs to manage client relationships, track portfolios, maintain compliance records, and streamline practice operations.
Why choose Praesidium over Redtail or Wealthbox?
Praesidium builds custom practice management solutions that combine CRM, reporting, and billing into one platform. We eliminate the need to stitch together multiple tools and integrate directly with your custodian.
Does Praesidium support SEC and FINRA compliance?
Yes. Praesidium provides audit-ready compliance tracking, secure document storage, communication archiving, and role-based access controls required for SEC and FINRA regulated firms.
The System Modules
Everything you need to run your operations, integrated into one seamless platform.
Projected Impact
Our industry-specific solutions are designed to deliver measurable improvements across all key performance indicators.
Ready to Transform Your Operations?
Schedule a personalized demo to see how our platform can revolutionize your business
Let's Build Something Great
Tell us about your business needs and we'll create a custom solution roadmap tailored to your goals.