🏦 CRM for financial advisors
Compliance built in, not bolted on.
MagicWand is the AI CRM for financial advisors: it captures email, calendar, calls and documents automatically, remembers every promise, and tells you who needs you next.
What is the best CRM for financial advisors?
The best CRM for financial advisors is one your team will actually keep current. MagicWand removes data entry entirely — it reads the channels where your relationships happen and ranks what to do next with Promises™ — so the record stays accurate without anyone typing into it.
The problem
What breaks CRM for financial advisors
- Every client interaction must be documented
- Outreach must respect consent
- Relationship health is hard to see across a book
Permanent audit trail
Interactions logged and never editable.
Consent at send
Enforced in every channel.
Book health
Score every relationship at a glance.
Commitments
Promises to clients tracked to completion.
Just ask
Questions financial advisors ask MagicWand
Which clients haven't had a review this year?
What did I promise the Lees about rebalancing?
Who in my book has gone quiet?
FAQ
Frequently asked questions
Is MagicWand suitable for RIAs and advisors?
MagicWand's append-only audit trail and consent gating support documentation-heavy practices. Firms should confirm their own regulatory recordkeeping obligations with compliance counsel.
How much does MagicWand cost for financial advisors?
$50 per user per month with every feature included — no editions, AI credits or add-ons.
How long does setup take?
Most teams connect email and calendar in minutes; Book Builder creates contacts from your inbox the same day.
Do I need to migrate from my current CRM or spreadsheet?
Not to get started. Run MagicWand alongside your current system and switch when you're ready.
Ready when you are
Stop feeding your CRM. Start talking to it.
Explore the live demo with a sample book of business. $50 per user per month when you're ready — every feature included.