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The whole practice, in one calm view.

Advisorview brings your clients, prospects, workflows, meetings and compliance together — so you spend less time in software and more time advising.

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Good morning, Dana
Thursday, May 30 · 142 households · 4 meetings today
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Total AUM
$248.6M
+2.4%
Households
142
+5 MTD
Open tasks
23
6 due today
Active prospects
18
$31M pipeline
Client householdsView all →
Household
AUM
Next action
Status
The Whitfield Family
Private wealth · 2 days ago
$12.4M
On track
Marcus & Lena Cho
Accumulator · 6 days ago
$3.8M
Action due
Eleanor Reyes
Retiree income · Today
$8.1M
On track
Tomlinson Trust
Multi-gen · 3 wks ago
$21.6M
Review
Priya Nair
Prospect · Yesterday
$1.9M
New
Today’s schedule
9:30
Whitfield — Q2 portfolio review
Prep ready
11:00
Intro call — Daniel Osei
New prospect
2:15
Cho household — rebalance
Docs sent
Pipeline18 prospects
New lead6
Discovery4
Proposal5
Closing3
Trusted by independent advisors and growing RIAs
NorthvaleCedar & CoMeridian RIALakeshoreAtwood Wealth
Everything in its place

One system for the whole relationship.

No more stitching together five tools and a spreadsheet. Advisorview was designed around how advisors actually work.

CRM

Client management

Every household, account, and relationship in one record — net worth, holdings, notes, and history at a glance.

Pipeline

Prospects & pipeline

Track every opportunity from first call to funded account with stages, reminders, and conversion insight.

Workflows

Workflows & automation

Turn onboarding, reviews, and RMDs into repeatable playbooks that assign themselves and never slip.

Meetings

Meeting prep & notes

Walk in ready. Auto-built prep packs, agendas, and notes that file straight back to the client record.

Reports

Reporting & analytics

AUM, growth, and book-of-business reports that take seconds, not spreadsheets — and look client-ready.

Compliance

Compliance & vault

A secure document vault with audit trails, retention rules, and an archive your examiner will love.

Connected

Integrations

Two-way sync with custodians, email, and calendar so the data is always current — never re-keyed.

Built to fit your stack

Connect your custodian, email and calendar and let Advisorview keep everything in sync.

founder portrait
Built by an advisor
“I ran my own book for eleven years. I built Advisorview because I was tired of paying for software that clearly had never sat across the table from a client.”
James Calloway
Founder · CFP®, advisor since 2013

Every screen is shaped by real client meetings, real review seasons, and real compliance reviews — not a product roadmap drawn up by people who’ve never managed a household’s money.

Simple, honest pricing

Priced for practices, not enterprises.

Start free for 14 days. Move up only when your book does.

MonthlyAnnualSave 20%
Solo
$59/mo

For the independent advisor running their own book.

  • Up to 150 households
  • CRM + pipeline
  • Workflows & meeting prep
  • Email & calendar sync
  • Document vault
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PracticeMost popular
$129/mo · per seat

For growing teams who need shared workflows and oversight.

  • Unlimited households
  • Everything in Solo
  • Team workflows & assignment
  • Custodian integrations
  • Reporting & analytics
  • Compliance audit trails
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Firm
Custom

For multi-advisor RIAs with compliance and SSO needs.

  • Everything in Practice
  • SSO & role permissions
  • Advanced compliance vault
  • Dedicated onboarding
  • Priority support & SLA
Talk to us

Spend your day advising, not admin-ing.

Bring your whole practice into one calm view. Your first 14 days are on us.

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