GuardenerAI for financial advisors is a CRM for managing client households, prospects, review meetings and agreements in one place. It is for independent advisors and small planning practices that want every client relationship and next step visible. It does not hold portfolio data or provide compliance archiving.
An advisory practice grows through referrals and keeps clients through regular, well-prepared reviews. GuardenerAI keeps the household, the people in it, the next review and the open opportunities on one screen.
A custom Households object you create groups the people a plan covers, with the primary client, review month and risk profile on one record.
An action plan lays down the review cycle as dated tasks, and clients book the meeting themselves from your booking link.
Leads carry their source, so you see which clients and introducers send the most new households.
Send client agreements from the person’s record for an electronic signature, with a sealed PDF and an evidence trail.
There is no one-click template for this industry, so you add these objects and fields yourself in Settings. It takes an afternoon, and nothing about it is fixed.
A custom object you create to group the people a plan covers.
Each client and family member, with email logged against them.
New households and new pieces of advice, each with a value and a next step.
Each of these is built from features in the product today. Set them up once and the whole team runs them the same way.
Client information sits in your own isolated, encrypted space, with fixed roles that deny access by default and an append-only audit trail of every change. GuardenerAI is a CRM; it does not hold portfolio or account data, and it is not a regulatory archiving or compliance system.
Read the security details →Start free in an afternoon, or have us walk you through it with data that looks like yours.
Also built for insurance brokers, mortgage brokers and accounting firms. See every industry.
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