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Built for Financial advisersPlacid CRM for financial advisers
Protect every enquiry through discovery, advice and review cycles with a professional brand site.
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What gets in the way
Long advice cycles going cold
Referrer tracking weak
Review meetings unscheduled
Website thin vs peers
Features that map to your day
Advice pipeline
Enquiry, discovery, advice, implement, review.
Review calendar
Annual meetings booked online.
Referrer tags
Know what works.
Professional website
Credentials and process.
Tasks
Document chasing and follow-ups.
Inbox
Prospect questions centralised.
Ready for financial advisers?
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Questions from financial advisers
Compliance CRM?
Use alongside licensed advice tools; Placid is ops and marketing CRM.
Is there a free trial?
14-day free trial on every plan.
Paraplanner access?
Team roles.
Related industries
Start your 14-day free trial for financial advisers
Card required · cancel anytime · not charged until the trial ends Built with financial advisers workflows in mind.