RiaFin CRM

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RiaFin CRM is a powerful tool designed and developed to empower fee-only financial planners.

RiaFin CRM provides advanced tools to streamline client management, optimize operations, and support the growth of your financial planning practice, ensuring you have full control and efficiency at every stage.

Key Features

1. Advanced Contact Management

Keep all your client information in one place.


RiaFin CRM - Leads


RiaFin CRM - Accounts

Account Page

RiaFin CRM - Account Page


RiaFin CRM - Contacts

RiaFin CRM enables you to manage and track interactions with clients and prospects efficiently, ensuring that you provide personalized and timely service.

2. Enhanced Opportunity Tracking

Monitor the progress of each financial planning opportunity with our advanced tracking features.


RiaFin CRM - Opportunities

Opportunity Page

RiaFin CRM - Opportunity Page

From initial consultation to plan implementation, ensure that every step is documented and managed effectively.

3. Comprehensive Task Management

Boost your team's productivity with our task management tools.

RiaFin CRM - Tasks

Create, assign, and track tasks seamlessly, ensuring your team stays organized and on schedule.

4. Collaboration Tools

Enhance communication and collaboration within your team.

Our built-in tools allow team members to share information and work together seamlessly, no matter their location.

5. Customizable to Fit Your Practice

Tailor RiaFin CRM to meet the specific needs of your financial planning practice.

RiaFin CRM - Campaigns

Customize fields, workflows, and reports to align with your business processes and preferences.

6. Powerful Reporting and Analytics

Make informed decisions with our robust reporting and analytics tools.

RiaFin CRM - Dashboard

Track key performance indicators, generate insightful reports, and gain a deeper understanding of your practice's performance.

7. Scalable and Future-Proof

RiaFin CRM is designed with scalability in mind. As your practice grows, our CRM grows with you.

We continuously enhance our platform with new features and improvements to ensure it remains future-proof.

Why Choose RiaFin CRM?

User-Friendly Interface: Our CRM is intuitive and easy to use, allowing you to focus on what matters mostโ€”serving your clients.
Cost-Effective: Get all the features you need at an affordable price. RiaFin CRM offers unmatched value for money.
Community-Driven: Benefit from the support and innovation of the open-source community, with continuous improvements and updates.
Dedicated Support: Our team is here to assist you from initial setup to ongoing support and customization.

Join the RiaFin Planning Network

Elevate your financial planning practice with RiaFin CRM. Join the RiaFin Planning Network today and experience the difference our CRM can make in your business operations.

Contact Us to schedule a demo or learn more about how RiaFin CRM can transform your financial planning practice.

Get in touch with us today

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