Relatable for Financial Advisors
The Relationship CRM for Financial Advisors Who Grow Through Referrals
Your best new clients come from your existing relationships. Relatable helps you stay top-of-mind with your entire network — clients, COIs, and referral partners — without the overhead of enterprise CRM.
Why relationships are the whole game for financial advisors.
The biggest wins for a financial advisor aren't closed — they're earned slowly, over years of consistent presence in a client's life. Growth comes from two places: clients who stay because they feel cared for, and Centers of Influence who refer because you stayed top of mind. Both require a system for remembering to reach out before the silence costs you.
Who you’re staying in touch with
Every relationship in your practice belongs somewhere. Relatable helps you organize, prioritize, and nurture each one.
A-Clients
Your top relationships by AUM and potential. They deserve quarterly depth, not annual boilerplate.
B- and C-Clients
The body of the book. Nurtured well, this is where tomorrow's A-Clients come from — and where most of your referrals originate.
Centers of Influence
CPAs, attorneys, estate planners. They refer clients to whoever stays top of mind with them. That's an outreach habit, not a lucky break.
Prospects
Not clients yet. Most prospects become clients on a 6-18 month nurture cycle — which is exactly when you stopped following up.
Sound familiar?
Financial Advisors face unique relationship challenges. Relatable was built to solve them.
- Enterprise CRMs like Salesforce are overbuilt for your practice — you need relationship tools, not pipeline management
- You lose track of clients between annual reviews and miss opportunities to deepen the relationship
- Centers of influence (CPAs, attorneys, estate planners) send referrals to whoever stays top-of-mind
- Compliance requirements mean you need to document your client touchpoints
- Your client relationships ARE your competitive advantage, but you don't have a system to manage them
Built for how financial advisors actually work
Not another generic CRM. Relatable is relationship intelligence designed for professionals who grow through their network.
Organize by Relationship Type
Create Spheres for A-clients, B-clients, prospects, COIs, and referral partners. Set different engagement cadences for each — quarterly reviews for top clients, monthly check-ins for COIs.
AI Relationship Intelligence
Whiz monitors your communication patterns and flags relationships that need attention. Know exactly when to reach out and why — before a client feels neglected.
Automatic Activity Logging
Every email, meeting, and call is automatically logged. Build a complete relationship timeline without manual data entry — useful for compliance documentation too.
Prepare for Any Meeting in 30 Seconds
Pull up a client's complete relationship history on your phone before any meeting. See recent touchpoints, notes, and relationship health at a glance.
Migrate from Any CRM
Moving from Redtail, Wealthbox, or a spreadsheet? We import your contacts for free. Your relationships and notes come with you.
Referral Network Visibility
See which relationships generate the most referrals. Identify your strongest COIs and invest your relationship-building time where it creates the most value.
How financial advisors use Relatable
Ready to transform how you manage relationships?
Join financial advisors who are using Relatable to grow through their network.
Start Your Free TrialFrequently Asked Questions
Is Relatable compliant with financial services regulations?
Relatable automatically logs your email and calendar touchpoints, creating a documented history of client interactions. While we're not a compliance-specific tool, the relationship timeline serves as useful documentation for your records.
How does Relatable compare to Redtail or Wealthbox?
Redtail and Wealthbox are built around financial planning workflows. Relatable is built around relationship nurturing. If your growth comes from referrals and client retention, Relatable helps you systematize the human side of your practice that those tools don't address.
Can I organize contacts by AUM tier?
Absolutely. Use Spheres to segment your book however you like — by AUM tier, client type, referral source, or any other criteria. Each Sphere gets its own engagement cadence so your platinum clients get more frequent touchpoints.
What does Relatable cost?
$44 per month, unlimited contacts, no long-term contracts. A fraction of what enterprise CRMs charge, with a focus on the relationship management that actually drives your growth.
Is there a free trial?
Yes — 10 days free, no credit card required. Import your client list and experience AI-powered relationship management in your first week.
Your network is your edge.
Start your free trial and see why relationship-driven financial advisors choose Relatable.