SmartVisor is the most complete CRM for financial advisors in India. Manage every client relationship, track every investment, and grow your advisory business — all from one intelligent platform.
Trusted by Mutual Fund Distributors, Wealth Managers & Independent Financial Advisors across India
SmartVisor is designed for any financial advisory business that manages client relationships, investment products, and a team of advisors. Whether you're a solo RIA or a large distribution company — SmartVisor fits your workflow.
ARN holders managing SIP, SWP, STP, and full MFD operations need a CRM that understands the financial distribution workflow — and SmartVisor is built exactly for that.
SEBI-registered RIAs managing individual client portfolios need deep client relationship tools — not a generic CRM. SmartVisor gives you a 360° view of every client.
Firms managing HNI and UHNI clients require robust team coordination, service approval workflows, and high-quality reporting. SmartVisor handles all of it.
Agents distributing mutual funds and insurance need a lightweight but powerful system to manage their leads, clients, and daily follow-ups — without complexity.
Large advisory companies with sales, ops, and management teams need role-based access, team dashboards, and centralized data — all built into SmartVisor.
Multi-partner advisory businesses need a shared CRM where every partner sees their own clients, tracks their own leads, yet management gets a full business overview.
Every feature in SmartVisor is designed to fit the natural workflow of a financial advisory business in India.
Track every prospect from first contact to onboarding. Automated reminders ensure no opportunity is missed. Import leads in bulk and assign to team members instantly.
Store full client details — personal info, financial goals, risk profile, KYC status, communication history, complaints, and all investment transactions in one profile.
Record and track all financial transactions — SIP, STP, SWP, Redemption, Change of Bank, Nominee, and KYC — linked directly to each client profile.
Configure financial services for each client, manage service approval workflows, and ensure proper operations sign-off before any service goes live.
Generate MIS reports, TAT reconciliation, and audit-ready documentation. Stay compliant with clear records of every client interaction and transaction.
Real-time dashboard showing lead pipeline, client growth, sales performance, team KPIs, and task completion — everything a financial advisor business needs to grow.
SmartVisor covers every stage of the client relationship — from first call to long-term wealth management.
Capture prospect from referral, website, or campaign. Assign to advisor with follow-up scheduled.
Categorize as Cold/Calling/Meeting. Automated reminders ensure no follow-up is ever missed.
Convert lead to client. Operations team verifies KYC documents and completes onboarding.
Advisor selects financial products and services. Ops team reviews and approves each service.
Record all investment transactions — SIP, STP, SWP, Redemptions — with full audit trail.
Track TAT, resolve complaints, generate reports, and grow the relationship for long-term retention.
Financial advisors who use SmartVisor spend less time on administration and more time serving clients. The result is faster growth, better compliance, and higher client satisfaction.
Book a Free DemoAutomated reminders, one-click reports, and streamlined workflows eliminate manual administrative work.
Complete client history and proactive communication tools help you deliver personalized service that keeps clients loyal.
Structured follow-up processes and pipeline visibility help your sales team convert more prospects into paying clients.
Complete audit trails, MIS reports, and TAT tracking keep your business compliance-ready for AMFI or internal reviews.
Role-based access and team performance dashboards make it easy to manage and scale your advisory team as you grow.
India's most complete CRM for financial advisors. Book a free demo and see the difference it makes for your business.