CRMPro
Client relationship management built for financial advisers — a complete 360° view of every client's contacts, goals, risk profile, meeting notes, and tasks in one place.
Explore CRMPro →Advisers Marketplace
CRM and portfolio software built for financial advisers.
Advisers Marketplace lets advisers discover, trial, and subscribe to specialist tools for their practice — client management, portfolio construction, compliance, cash flow modelling, and analytics — each accessible from a single dashboard with one-click launch.
Built by an engineering leader who spent more than six years leading architecture and delivery of wealth management and CRM platforms for financial advisers.
Product suite
Five tools designed to work as one connected practice stack.
PortfolioPro
Portfolio construction and rebalancing for modern advisers, with model portfolio templates, drift alerts, and one-click rebalancing.
Explore PortfolioPro →CompliancePro
Automates compliance obligations and advice documentation — Statement of Advice generation, best-interest duty checklists, and fee disclosure statements.
CashflowPro
Cash flow modelling and retirement projections built from client income, expenses, assets, and goals.
ResearchAndAnalyticsPro
Investment research and practice-wide performance analytics, aggregating growth, revenue, and portfolio data into actionable dashboards.
See it in action
Built around what advisers actually need day to day.
CRMPro — know what matters, and why
CRMPro surfaces what actually needs an adviser's attention today, then explains why. Each flagged priority comes with an AI-generated summary of the client context and a recommended next step, so advisers can act with confidence instead of digging back through notes.
PortfolioPro — recommendations grounded in your research
PortfolioPro generates portfolio recommendations by combining a client's current profile — risk tolerance, time horizon, goals — with the adviser's own uploaded research documents, producing a recommendation with a traceable, document-grounded rationale instead of a generic model output.
FAQ
Common questions from advisers.
What is Advisers Marketplace?
Advisers Marketplace is a curated marketplace from AdviseSphere where financial advisers can discover, trial, and subscribe to specialist practice tools, each launched from a single dashboard.
Which products are available today?
CRMPro (client relationship management) and PortfolioPro (portfolio construction and recommendations) are live. CompliancePro, CashflowPro, and ResearchAndAnalyticsPro are coming soon.
How does CRMPro use AI?
CRMPro surfaces the clients and tasks that need an adviser's attention today, and for each flagged priority generates a summary of the client context and a recommended next step.
How does PortfolioPro generate recommendations?
PortfolioPro combines the client's current profile — risk tolerance, time horizon, and goals — with the adviser's own uploaded research documents, producing a recommendation with a traceable, document-grounded rationale.
What will CompliancePro cover?
CompliancePro is designed to automate advice documentation and compliance obligations, including Statement of Advice (SoA) generation, best interests duty checklists, and fee disclosure statements (FDS).
Who builds these products?
The products are built by AdviseSphere, founded by Dhananjay Singh, who previously led architecture and engineering delivery at Morningstar for wealth management and CRM platforms used by financial advisers.
Interested in a demo?
Talk to us about CRMPro, PortfolioPro, or what's coming next.
Whether you want a walkthrough of a live product or an early look at what's on the roadmap, we're happy to talk it through.