Trusted by Financial Advisors Everywhere
Build stronger client relationships and grow your assets under management.
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Why Financial Advisors Choose Client Commander
Purpose-built features that help you work smarter, not harder.
Client Profiles
Store comprehensive client information including financial goals, risk tolerance, and family details.
Meeting Prep
Review client history and notes before every meeting to provide personalized advice.
Compliance Ready
Maintain detailed records of all client communications and activities.
Everything you need to manage client relationships
Client Commander gives you all the tools you need to stay organized and build lasting relationships.
- Unlimited contacts & custom fields
- Visual sales pipelines
- Task management & reminders
- Team collaboration tools
- Mobile apps for iOS & Android
- Facebook Lead Ads integration
- Zapier integration (6,000+ apps)
- AI-powered search
4.8 out of 5
127+ reviews
$33/month
Team pricing
5 min setup
Get started fast
99.9% uptime
Always reliable
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Learn moreQuestions?
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Everything you need to know about getting started.