CRM Software for Financial Planners
You plan their financial future. Plan your client pipeline with the same discipline.
TraxionLab is the client management platform built for financial planners who want a systematic approach to growing their practice. Automate prospect nurture, keep clients engaged year-round, and turn every successful plan into a referral.
6 things ready before you log in
Separate scheduling pages for each service. Prospects book the right consultation without back-and-forth emails.
Service-specific follow-up sequences that educate prospects and nurture them toward engagement.
A Financial Planner landing page and a promotional offer page, ready for your branding.
Contact, marketing, and newsletter forms to capture leads from your website, events, and social channels.
Track every prospect from discovery call to signed financial plan.
Pre-built workflows for lead nurture, appointment reminders, no-show follow-up, review requests, and long-term client engagement.
The Cost of Doing Nothing
A lost financial planning prospect represents $3,500+ in first-year fees, plus decades of ongoing advisory revenue. Most prospects go cold because nobody followed up after the initial consultation.
Average job/lead value: $3,500
What Financial Planner Owners Actually Deal With
Discovery calls happen but plans never get signed
A prospect comes in for a free consultation. You spend an hour explaining the value of comprehensive financial planning. They say they need to think about it. You call once, leave a voicemail, and never hear back. The prospect ends up doing nothing, or signing with the planner who followed up three more times.
Annual reviews are the only time clients hear from you
Between annual reviews, your clients receive no proactive communication from your practice. When market headlines make them anxious, they call you in a panic. A steady cadence of touchpoints would prevent those panic calls and build deeper trust.
You know referrals are your best channel but have no system for them
Financial planning is a referral business. Your clients would recommend you if you asked at the right moment. But you rely on organic word-of-mouth instead of a systematic post-engagement referral request.
Tools Built for Financial Planner Companies
Solves pain point #1
Post-Consultation Follow-Up Sequences
After a discovery call, an automated sequence follows up with educational content, testimonials, and gentle prompts to schedule the next step. Prospects who need time to decide get nurtured instead of forgotten.
Solves pain point #2
Year-Round Client Communication
Automated quarterly check-ins, market commentary, and planning milestone reminders keep your practice visible between annual reviews. Clients feel valued, and you reduce those mid-panic phone calls.
Solves pain point #3
Post-Engagement Referral Campaigns
When a financial plan is delivered or an annual review is completed, an automated sequence thanks the client and asks if they know anyone who could benefit from planning. Consistent asks produce consistent referrals.
Everything in one place
TraxionLab is a complete business operating system, not just one tool. Every capability below is included in your plan.
CRM & Lead Pipeline →
Track every prospect from first contact to signed job.
Missed-Call Text-Back →
Instantly text anyone who calls when you can't answer.
Automated Follow-Up →
Pre-built sequences that follow up for you, on schedule.
SMS & Email Marketing →
Broadcast campaigns and one-on-one conversations from one inbox.
Online Booking Calendar →
Let customers book themselves so your phone stops ringing for the wrong reasons.
Reputation Manager →
Automated review requests sent after every completed job.
AI Chat Widget →
A website chatbot that qualifies leads and books appointments around the clock.
Website & Funnel Builder →
Build landing pages and lead funnels without a developer.
Social Media Scheduler →
Plan and post content across platforms from one dashboard.
Automation Workflows →
Connect any action to any trigger. No code, no agency needed.
Analytics & Reporting →
See exactly where leads come from and which ones close.
AI Employee →
Luna handles inbound inquiries, qualifies leads, and follows up 24/7.
30-Day Free Trial
No credit card required
No Contracts
Month-to-month, always
Cancel Anytime
Zero cancellation fees
Live in 24 Hours
Onboarding starts same day
Simple, flat pricing
Start free for 30 days. No contracts, cancel anytime.
Launch
Get set up and running.
- ✓ CRM, contacts, and pipeline
- ✓ Email and SMS messaging
- ✓ Calendar and online booking
- ✓ Website and funnel builder
- ✓ Automation workflows
- ✓ Social media scheduling
- ✓ Up to 1,000 contacts
Growth
Where serious operators live.
- ✓ Everything in Launch
- ✓ Automated review requests
- ✓ Full pipeline analytics
- ✓ Up to 5,000 contacts
- ✓ Done-with-you onboarding
- ✓ Same-day support
- ✓ Bi-weekly group coaching
Partner
Your back office, handled.
- ✓ Everything in Growth
- ✓ AI Employee: 24/7 lead handling
- ✓ Unlimited contacts
- ✓ White-glove setup
- ✓ Priority support
- ✓ Quarterly 1-on-1 strategy
- ✓ 2 custom builds per month