By embedding intelligence at the core, Advisor CRM streamlines operations, reduces manual setup, and elevates the client experience
NASHVILLE, Tenn., Oct. 23, 2025 /PRNewswire-PRWeb/ -- Advisor CRM, the only all-in-one CRM platform built exclusively for registered investment advisors (RIAs), today announced the unveiling of its AI-native platform, featuring AI Assists that help advisors work smarter and serve clients more effectively. The new features eliminate the need for complex workflows and manual task management, anticipating needs, drafting communications, and simplifying day-to-day operations.
"Advisor CRM was designed from the ground up to be AI-native and not just AI-enabled," said Ryan Borer, Managing Partner at Advisor CRM. "We're not layering AI onto an existing product. Since day one, we've built the system so that intelligence is at the core of how it functions. That means less time configuring workflows and more time delivering an exceptional client experience."
Unlike traditional CRMs that require users to create and maintain workflows, Advisor CRM acts as an intelligent business operations hub, anticipating, simplifying, and executing advisor tasks before they even need to ask. This allows advisors to spend less time managing software and more time building relationships. Through AI Assists, the system identifies when to step in and support the advisor, from drafting client communications to prioritizing outreach after major market events.
"Legacy CRMs were built to help you manage tasks," added Leibel Sternbach, Partner and CTO at Advisor CRM. "Advisor CRM's AI-native foundation helps you eliminate them. The platform learns from your actions, knows when to support, and allows you to stay in control while it does the heavy lifting. That's a paradigm shift for the industry."
With Advisor CRM's AI-native architecture, advisors no longer need to build or maintain workflows. AI Assists step in as the advisor's personal digital assistant, automatically handling repetitive and operational tasks, drafting client emails, setting reminders, assigning follow-ups, and prioritizing outreach based on client needs and market movement. If market conditions change, the system identifies affected clients, drafts personalized messages for review, and prompts timely outreach, so no client feels overlooked and no opportunity for engagement is missed.
"For example, when a client emails asking 'Why are we down this month when the market was up,' the AI instantly surfaces portfolio-specific context—like allocations tied to the client's risk tolerance and recent distributions that explain performance—as bullet points the team can quickly share. This kind of contextual intelligence," said Sternbach, "helps advisors deliver meaningful communication without losing the human touch."
For more information about Advisor CRM and to explore its AI-native capabilities, visit www.advisorcrm.com.
About Advisor CRM
Co-founded by former advisors and industry veterans, Advisor CRM is the only free, all-in-one CRM platform built specifically for RIAs and financial advisors. The platform leverages decades of experience in financial services and technology to address the pain points RIAs face when managing their operations. Advisor CRM offers modular tools that support trading, compliance, client service, and workflow management, allowing advisory firms to scale efficiently without complexity. For more information, visit www.advisorcrm.com.
Media Contact
Abbie Sheridan, Advisor CRM, 1 5162867056, [email protected], www.advisorcrm.com
SOURCE Advisor CRM
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