Built for financial advisors & RIAs
The client platform that runs your whole practice.
Households, financial planning, compliance, and every client conversation — unified in one calm, secure workspace so you can spend more time advising and less time wrangling tools.
7-day free trial. Set your firm up yourself in about a minute — no sales call. Cancel before the trial ends and you pay nothing.
Connects with the tools your firm already runs on
One place for everything
Everything a modern advisory practice needs
Stop stitching together a CRM, a planning tool, a compliance binder, and your inbox. UltimateCRM brings the whole relationship into a single, secure view.
Household-first relationships
Every client lives in a household. Notes, tasks, documents, and activity automatically roll up so you see the full picture for the whole family.
Planning that does the math
Net worth, cash flow, retirement projections, and tax planning are built in — driven by one shared wealth profile per household.
Compliance, handled
KYC profiles, attestations, and a complete books-and-records trail of every call, email, and meeting keep you audit-ready. Included from the Professional plan up.
Conversations in context
Email, calendar, and phone sync into a single timeline on each contact, so nothing about a client ever falls through the cracks.
Security by default
Every firm's data is encrypted under its own key, tenant isolation is enforced in the database itself, and passwordless passkey sign-in is on every plan — never an upsell.
A window for your clients
Invite clients into a read-only portal to see their plan and documents, and upload what you asked for. Client logins are always free.
The decision engine
Answer "Can my clients retire?" with confidence
Run thousands of market scenarios in seconds. UltimateCRM models couples, taxes, RMDs, and spending guardrails to turn a planning conversation into a clear, defensible recommendation.
- Monte Carlo projections tuned for real households
- Taxes, RMDs, and Social Security built in
- Live what-if levers you can move during the meeting
- Save a scenario, then hand over a one-page plan
AES-256 is the algorithm standardized in FIPS 197, and AES-GCM is a FIPS 140-3 approved mode (NIST SP 800-38D). Both NIST and the NSA (CNSA 2.0) rate AES-256 as resistant to attack by quantum computers.
Up and running fast
Get started in three simple steps
Connect your firm
Link Microsoft 365 or Google Workspace and your phone system in a few clicks. Email, calendar, calls, and texts start syncing automatically.
Organize households
Clients are grouped into households with a full document tree and shared wealth profile — no spreadsheets required.
Advise with clarity
Plan, document, and stay compliant from one screen — and prove it all with a complete activity record.
Ready to bring your practice together?
Create your firm's workspace in about a minute — or compare plans first.