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Advisortrack financial advisor crm

Get There With

Our All-In-One
Technology Suite

Created especially for financial services professionals, AdvisorTrack guides you through the sales process, from nurturing leads to writing and submitting business to fostering on-going relationships.
Book a Demo →

Get There With

Our All-In-One
Technology Suite

Created especially for financial services professionals, AdvisorTrack guides you through the sales process, from nurturing leads to writing and submitting business to fostering on-going relationships.

Book a Demo →
Advisortrack financial advisor crm

GET THERE WITH

The railroad to advocacy

AdvisorTrack

AdvisorTrack brings everything together under one system so you’re not struggling with third-party apps or entering the same information multiple times.

The hub of AdvisorTrack is the WealthBox-based Prizm, a CRM built to keep you in the loop about what today’s tasks, tomorrow’s needs, and new opportunities.

Your client data lives in the system and can be pulled into multiple apps, including compliance, insurance and annuity applications, and marketing campaigns.

Even better, you have a support team of actual people ready to assist at any time.

AdvisorTrack

"For years I was juggling a bunch of apps. Now I have one system that does it all, and I'm more efficient than ever."

– Haley S.

PRIZM CRM

Keep your practice organized

90%+ User Adoption Rate
Your team will actually use it, adoption rates prove it.
AI-Powered Note Taking
Walk out of every meeting with notes already done.
Pre-Built Advisor Workflows
Your sales process, mapped and ready before your first login.
Real-Time Office News Feed
Every task, update, and opportunity lands right where you work.
Email and Calendar Sync
Stop toggling between apps and run a tighter practice.

Book a demo →
GENERATIONAL VAULT

Keep documents protected

Financial Reporting Tools
Clients see their full picture, clearly, without you lifting a finger.
Secure Document Exchange
Share sensitive documents with clients without ever losing sleep.
Real-Time Account Aggregation
Every account, held-away or not, in one clean view.
Regulatory-Grade Document Storage
Time-stamped records that protect your practice from regulatory exposure.
Online Appointment Scheduling
Clients book when they're ready, you get notified instantly.

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LOOP

Professional email marketing

Compliance-Ready Campaigns
Pre-approved, FINRA-reviewed content ready to send in one click.
Automated Lead Capture
Every lead caught and subscribed before you even look up.
5-Minute Lead Response
Respond before your competition does, automatically.
Automated Nurture Sequences
Automated sequences keep you top of mind for every prospect.
Branding Automation
Every campaign looks like you, without you doing a thing.

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GET THERE WITH

TekTracks

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Tactical Coaching

Resources for working ON your business: assessments, agreements, protection documents, and more.

Marketing Central

View and download seminars, sample emails, brochures, mailers, and more.  

Business Central

Track the status and progress of your new business.  

Training Central

Training videos, marketing best practices, tech resources, and the appointment process. 

Licensing Central

Find agent numbers, carrier appointments, and contracting status; request new appointments. 

Product Central

Request illustrations, access product training, log in to Annuity Rate Watch. 

Compliance Central

Track, update, and submit all your compliance requests in one place. 

Medicare Central

Your quoting center for all things Medicare. 

Registration

Register for upcoming training opportunities and in-house events.  

ROI Tracker

Track your marketing spend and the return it generates.  

Million Dollar Minds

Year-long training program from a $100M/year firm.  

Documents

Central library for all your client documents.  

Firelight

Access insurance carrier e-applications in one place.  

Luma Dashboard

View annuity policies with refinance opportunities at a glance.  

Let’s Talk About What’s Possible

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