Deliver your best
client experience.
Every household, every note, every email, every upcoming meeting — on one screen. Spend less time switching tabs and more time being the reason clients chose you.
Built by advisors. Tuned for a good week.
Generic CRMs bend to fit advisory work. Experivise was shaped around it — households, workflows, notes, email, and compliance tied together the way advisors actually work.
Households, not contacts
Model families, trusts, and entities the way they actually exist. One view of the whole household with linked accounts, documents, and activity.
Email where the client lives
Email sync (via Nylas) attaches every thread to the household. No more hunting through Gmail for the last thing you said to a client two months ago.
Notes that make you look brilliant
Templated notes for review prep, estate, and tax. Searchable across the whole book. The context that makes a 30-minute call feel like a concierge experience.
One screen, the whole day
- Calendar sync with Google Workspace / Microsoft 365
- Client context auto-attached to every meeting
- Action items rolled up from workflows, tasks, and emails
Email sync that actually works
- Two-way sync with Gmail and Outlook
- Email templates tied to workflow steps
- Every thread auto-attached to the household
Keep the context that makes you valuable
- Templated note types (review, estate, tax, call)
- Full-text search across your entire book
- Auto-linked from email sync and workflow steps
See your book in Experivise.
Bring a messy client situation to the demo. We'll show you what it looks like when the platform does the remembering for you.