Experivise CRM
Your firm,
supercharged.
A CRM built for advisors, by advisors — with households, custom fields, and a full activity history on every client.
Benefits
Everything you need on every client
Unlike generic CRMs shoehorned into wealth management, Experivise is built for the way advisory firms actually work.
Complete client profiles
Custom fields for every business model, tagged and searchable. Stop hunting through tabs to answer a simple question.
Households, not just contacts
Model spouses, trusts, entities, and co-applicants the way they actually exist. Permissions flow naturally.
Activity across everything
Workflows, tasks, documents, notes — every touchpoint rolls up into one unified timeline per client.
Client Management
Profiles that actually tell the whole story
Unified profiles that bring together financial, relational, and operational data — the full picture, not a fragmented view across five systems.
- Household structures with linked members and permissions
- Custom fields per firm, per segment, per use case
- Global search across 124+ households in milliseconds
Contact Management
Import, bulk-edit, and tag at scale
Onboard your existing book in one afternoon. Bulk operations, smart dedupe, and custom fields let you migrate from Redtail or Wealthbox without losing context.
- CSV import with intelligent field mapping
- Bulk tag, assign, and update operations
- Dedupe and merge with confidence
Dashboard & Analytics
The firm's state of play, at a glance
Customizable widgets and Grafana-powered dashboards surface the operational and financial metrics your leadership actually cares about.
- Household and AUM trend lines
- Open workflow counts by stage
- Custom widgets per role (exec, ops, advisor)
Notes & Communication
Keep the context that makes you valuable
Structured notes, templated communications, and email sync (via Nylas) ensure every client interaction is captured and searchable — even across teammates.
- Templated note types (review prep, tax, estate)
- Email sync with context attached to the household
- Searchable across every client in your book
See it in action.
A 30-minute walkthrough with a real advisor on the Experivise team — tailored to your firm's structure.