Advisor CRM, a CRM platform for registered investment advisors (RIAs), has released its AI-native platform.
“Advisor CRM was designed from the ground up to be AI-native and not just AI-enabled,” said Ryan Borer, managing partner at Advisor CRM. “We’re not layering AI onto an existing product. Since day one, we’ve built the system so that intelligence is at the core of how it functions. That means less time configuring workflows and more time delivering an exceptional client experience.”
Its AI Assists feature identifies when it needs to intervene and support the advisor, from prioritizing outreach during market movements to drafting client emails, setting reminders, and scheduling follow-ups.
“Legacy CRMs were built to help you manage tasks,” added Leibel Sternbach, partner and CTO at Advisor CRM. “Advisor CRM’s AI-native foundation helps you eliminate them. The platform learns from your actions, knows when to support, and allows you to stay in control while it does the heavy lifting. That’s a paradigm shift for the industry.”
“For example, when a client emails asking ‘Why are we down this month when the market was up,’ the AI instantly surfaces portfolio-specific context—like allocations tied to the client’s risk tolerance and recent distributions that explain performance—as bullet points the team can quickly share. This kind of contextual intelligence,” said Sternbach, “helps advisors deliver meaningful communication without losing the human touch.”