A CRM and website for financial advisors, with compliance in the loop.
Alcreo handles the relationship work around your practice: a website that explains how you work, online booking for intro meetings, review scheduling that doesn't depend on someone remembering, and long-term follow-up with prospects who aren't ready yet. Every template is reviewed by your compliance team before it goes live.
Most practices grow by referral. Referrals need more than one follow-up.
Your best hours go to clients, which is how it should be. The work around new relationships and reviews is what tends to slide:
Referrals that stall after one email
A client's colleague wants to talk. Your team emails once, hears nothing, and the introduction goes cold.
Four emails to book an intro
Scheduling a 30-minute meeting takes several rounds, and each one is a chance for the prospect to put it off.
Reviews that slip
Annual and semiannual reviews depend on someone remembering to call, and a few households go well past due.
Prospects who are years away
Someone five years from retirement isn't ready today. Without steady, approved contact, you're forgotten by the time they are.
Paperwork that drags
Data gathering and onboarding documents move slowly when every reminder is a personal email.
Templates scattered in inboxes
Approved language lives in different people's email drafts, which makes consistency and review harder.
Relationship tools that fit a compliance process
The goal is consistent, approved communication that goes out on time, without your team writing it from scratch each time.
A website that explains how you work
Pages on who you serve, your planning process and how fees work, with a way to book an intro meeting on each page.
Intro meetings booked online
Prospects pick a time, answer a few questions about their situation and get reminders. Calendars sync with Google, Outlook and iCloud.
Prompt, approved replies to referrals
New inquiries get a pre-approved response with a booking link, so warm introductions don't cool off.
A prospect pipeline
See each prospect by stage, from intro to discovery to onboarding, with the advisor and next step on the card.
Review scheduling on a cadence
Households due for a review get a scheduling link automatically, with reminders until they book.
Data-gathering checklists
Send a checklist and upload link for statements and documents, and let reminders run until items arrive.
Approved newsletters and long-term follow-up
Send a regular newsletter and periodic check-ins from templates your compliance team has reviewed.
Agreements by e-signature
Send planning agreements for e-signature and start onboarding tasks when they're signed.
Planning fees by card or ACH
Collect flat or subscription planning fees online, where that fits your fee model and firm policy.
From a client's referral to a signed planning agreement
A long-time client mentions you to a colleague who's thinking about retirement. Here's how the next few weeks could look.
Prospects who aren't ready move to an approved quarterly check-in, not a hard sell.
This is an illustration of how the system can work, not a specific customer's results.
- Day 1Referral loggedYour team adds the referral. An approved introduction email goes out with a booking link.
- Day 5No reply yetA second approved note goes out. They book an intro meeting for the following week.
- Day 12Intro meetingYou meet with their answers in front of you. A data-gathering checklist goes out.
- Day 20Documents inStatements arrive through the upload link and reminders stop.
- Day 30Plan presentedYou present recommendations, and the planning agreement goes out for e-signature.
- Day 34SignedThey sign. Onboarding tasks are created and the first review date is set.
Set up for the way your practice works
A fee-only planner, a retirement-focused practice and a firm serving business owners each need a different rhythm.
Retirement-focused practices
Pre-retirees and retirees who value a steady relationship.
- Seminar and webinar registration
- Annual review scheduling
- Distribution-season reminders
- Long-term follow-up for future retirees
Fee-only and subscription planning
Planning engagements with a defined process.
- Intro and discovery booking
- Agreement e-signature
- Recurring planning fee billing
- Check-ins between meetings
Business owners and professionals
Clients with complex situations and busy calendars.
- Screening questions before meetings
- Document checklists with upload links
- Referral tracking with CPAs and attorneys
- Year-end planning outreach
Keep your planning and portfolio tools
Your custodian, planning software and portfolio tools stay where account work happens. Alcreo doesn't hold or move client assets.
Some practices use Alcreo as their main relationship CRM. Others keep an industry CRM and use Alcreo for the website, booking and outreach. Either works.
During setup we import your contacts so review scheduling and long-term follow-up start right away, and we can connect other tools through Zapier where that's useful.
Is Alcreo a good fit for your practice?
It's built for independent advisors and small RIAs who want consistent, reviewable client communication.
A good fit if
- Referrals and website inquiries need faster, consistent follow-up
- Annual reviews depend on someone remembering
- You want a website that explains your process and fees
- Your compliance team wants approved templates rather than ad hoc emails
Probably not the right tool if
- You need portfolio management, trading or financial planning software
- You expect the system to handle your archiving obligations on its own
- Your broker-dealer requires a specific CRM and won't approve others
Designed to work with your compliance process
Advisor communications are reviewed and retained. The setup is meant to support that process, not replace it.
Templates approved before launch
Every automated email, text and page is shared with your team for review before it goes live, and nothing is added without approval.
Archiving stays your decision
Your firm decides how communications are archived. We'll work with the archiving process your compliance team requires, and that should be confirmed before launch.
Consent on every form
Forms include clear, unchecked texting consent with links to your privacy policy and terms. STOP replies are honored automatically.
Registered business texting
We help you register your number for A2P 10DLC, which mobile carriers require for business texting from local numbers.
This is general information, not legal advice. Talk to your own advisor about the rules that apply to your business and your state.
What your advisory practice website could look like
A calm, credible site that explains who you serve and how you work, with a clear next step.
Pages built around who you serve help you show up for searches like "fee-only financial planner in [your city]" or "retirement planning for teachers." A clear process, plain explanation of fees and your team's background help prospects decide to book.
What happens after you sign up
You don't have to learn the software on your own. Here's what the first week looks like.
One onboarding call
We learn how your advisory practice works today, which tools you're keeping and what to fix first.
Your website and phone number
We build your website or connect your current one. Keep your number by forwarding or porting it, or get a new local number.
Your contacts and starter setup
We import your contacts, load the standard pipeline and turn on the starter automations that fit. You can rename stages and edit messages any time.
Live in under a week, with support after
Most accounts are running in under a week, though texting registration depends on the carriers. After launch, support helps when you want to change something.
Plans for financial advisors
Both plans are month-to-month, set up for you, and your first 30 days are free.
Launch
$497 setup · first 30 days free
- ✓5–6 page website with process and fee pages
- ✓CRM, prospect pipeline and follow-up
- ✓Booking, email and business texting
- ✓Review scheduling, checklists and e-signature
- ✓Unlimited AI agents (fair use)
- ✓Up to 5 users
- ✓Compliance add-on: +$20/month
Growth
$997 setup · first 30 days free
- ✓Up to 35-page SEO website with audience, service and city pages
- ✓Seminar, follow-up and review-cycle campaign buildout
- ✓Everything in Launch
- ✓3 website edits every month
- ✓Unlimited users and priority support
- ✓Compliance included
Phone, texting, email and AI usage is billed separately based on what you use. If you cancel in the first 30 days, there's no monthly charge, but the setup fee isn't refunded. Moving from Launch to Growth costs the $500 difference in setup fees. Google ad spend is paid directly to Google. Google decides Local Services Ads eligibility for each business type and area.
AI for the routine work, with your team in charge
For an advisory practice, AI is best kept to scheduling and first drafts. It can help write a review-scheduling note or a seminar reminder for compliance to approve. It shouldn't discuss investments, and we configure it that way.
You decide what AI handles. Anything that needs judgment, or a personal touch, stays with your team.
Describe a workflow in plain English
Type something like "each month, send a review scheduling link to clients whose last review was 11 months ago, with a reminder after five days" and the AI builder drafts the automation. You review it, adjust the timing or wording, and turn it on.
An assistant for routine questions
AI agents can answer common questions, collect details and book appointments by chat or text, in many languages. You decide what they say and when a person takes over.
Help drafting messages
Draft reminders and replies faster, then edit them to sound like your business.
Help when you want to change something
We show you the AI tools during onboarding, and support can help you adjust an automation later instead of starting over.
Questions from advisors
Don't see yours? Book a 15-minute call and ask us directly.
Will my compliance team see messages before they go out?+
Yes. We share every template, page and automated message for review before launch, and we don't add performance claims or testimonials without approval.
How are communications archived?+
Your firm decides that. We'll work with the archiving approach your compliance team requires, and we recommend confirming the setup with them before launch.
Does Alcreo replace my custodian or planning software?+
No. Account work, portfolios and planning stay in the tools you use now. Alcreo handles your website, inquiries, intro meetings, review scheduling, paperwork reminders and client communication.
Can clients book their own review meetings?+
Yes. Households due for a review get a scheduling link on the cadence you set, and reminders continue until they book.
Can I run seminars and webinars?+
Yes. Registration pages, confirmations, reminders and follow-up after the event all run from the same system.
How long does setup take?+
Most businesses are up and running in under a week, starting with one onboarding call. Texting registration is approved by the mobile carriers, and their timing varies.
Can I keep my phone number and my current website?+
Yes. We can forward or port your number, or set up a new local one. If you like your current website, we can connect it to your account at the same plan price.
What does it cost, and what's billed separately?+
Launch is $297 a month plus a $497 setup fee. Growth is $597 a month plus a $997 setup fee. Both are month-to-month with the first 30 days free. Phone, texting, email and AI usage is billed separately based on use.
What happens if I cancel?+
Cancel in the first 30 days and there's no monthly charge, though the setup fee isn't refunded. After that there's no long-term contract. Closed accounts are paused for 30 days, and we'll send your contacts and website code on request. Your domain stays yours.
Other professional services businesses we set up
Related: CRM & pipeline · Scheduling · Automations · Compliance · Websites · Business texting
Consistent follow-up, reviewed by the people who need to review it.
Book a free 15-minute demo and we'll start building your website live on the call.