Options for you to consider.
At AdvisorServe, we’re always looking for tools and services that can genuinely help financial advisors run better practices. Whether we use them ourselves or have evaluated them, these are companies we believe could potentially enhance your operations.
Phones, meetings, leads, CRM, marketing, relationships.
Intulse
Intulse provides feature-rich business VoIP phone systems built specifically for financial services, with deep CRM integrations and compliance-ready call recording.
- Redtail & Wealthbox CRM integration
- Call recording for compliance
- Mobile app & video conferencing
- US-based support team
Jump
Jump is the leading AI software built exclusively for financial advisors, automating meeting prep, note-taking, and follow-up to save you up to 20 hours per week.
- AI-powered meeting notes & transcription
- CRM integration (Redtail, Wealthbox, Salesforce)
- SOC 2 compliant & enterprise-grade security
- Automated email follow-ups & task creation
Advisor Planning Tools
Advisor Planning Tools helps financial advisors thrive in an AI-driven world with smart lead generation and digital presence optimization solutions.
- Embeddable insurance calculators (life, DI, LTC)
- 24/7 automated lead generation
- Strategic website review & positioning
- 5-minute setup, no tech skills needed
Redtail Technology
Redtail Technology is the industry’s most widely used CRM built exclusively for financial advisors, helping practices stay organized, strengthen client relationships, and simplify compliance.
- Purpose-built CRM for financial advisors
- 100+ tool integrations
- Automated workflows & task management
- Compliant texting, email archiving & imaging
Snappy Kraken
Snappy Kraken is an AI-powered marketing platform built for financial advisors, delivering automated campaigns that drive measurable growth.
- Automated email & social campaigns
- FINRA & SEC-ready compliance workflows
- Personalized advisor websites
- CRM integration & lead nurturing
Levitate
Levitate’s Happiness Platform combines authentic communication tools, dedicated success specialists, and AI to help you build lasting client relationships and grow your practice.
- Personalized email, texting & social media
- AI-assisted content creation
- Handwritten cards & client gifting
- Dedicated success specialist included
Recommended because they help advisors, not because they pay us.
AdvisorServe does not receive compensation for referrals to these companies. If you would like to talk through which tools fit your practice, we are glad to help.
Disclosure: The companies listed on this page are separate entities from AdvisorServe, Valmark Securities, Inc., and Valmark Advisers, Inc. AdvisorServe does not receive compensation for referrals to these companies. By clicking on links, you will be taken to websites operated by third parties. We do not guarantee the accuracy or completeness of any information presented on those sites.