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Built for wealth & advisory firms

Bloo CRM for Client Management

The all-in-one CRM for financial advisors, wealth managers and hedge fund teams — manage HNI & UHNI relationships, portfolios, compliance and AI-driven engagement in one secure workspace.

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Purpose-built for the people who manage serious money

Financial AdvisorsWealth ManagersRIAs & MFDs Family OfficesHedge Fund Managers
Client Management

Every relationship, in a single 360° view

Stop stitching together spreadsheets and email threads. Bloo CRM gives advisors a complete view of each HNI and UHNI relationship — profiles, family structures, KYC, risk appetite, portfolios, documents and every past conversation — so you spend less time searching and more time advising.

Client Dashboard
AI Insights

Turn portfolio data into your next best action

Bloo CRM's AI reads engagement, revenue and portfolio signals to surface who needs a review, who is at risk of leaving, and where the next cross-sell or upsell sits — so your book grows without adding headcount.

AI Insights & analytics
Client List & Dashboard

A workspace that adapts to your firm

Switch between a clean red or a calm sky-blue theme, and give your team the dashboards they actually use. Client lists, quarterly revenue, financial goals and health scores are one click away — on a screen that looks as premium as your practice.

Client List — sky theme
Vendor Management

Govern every vendor and counterparty

Track custodians, fund administrators, research providers and technology vendors with performance and risk indices, quarterly revenue, per-vendor document vaults, and mapping to the clients, employees and workflows they support.

Vendor Management
Proposals

Win mandates faster

Generate polished RFI, RFQ and RFP responses with AI templates, assign them to your team, and send them to leads and clients — every version tracked inside the CRM, so nothing falls through the cracks.

Proposals
Automated workflows

Move work forward while you sleep

Route recommendations, KYC and rebalancing through multi-level approvals with a full audit trail — and let automation handle the follow-ups, reminders and hand-offs.

Employee Dashboard & Team Access

Run your practice, not just your clients

Manage advisors and support staff with PII-secure employee records, and give every team member exactly the access they need. As the administrator, you grant or revoke access to each section in seconds — no IT ticket required.

Employee Dashboard
Workflow & Approvals

Compliance-grade governance

Advisor → Senior Advisor → Investment Committee → Compliance. Every recommendation and exception is routed, time-stamped and logged, giving you the audit trail regulators expect and the control your partners demand.

Workflow & approvals
AI Knowledge Repository

Your firm's knowledge, instantly searchable

Upload research, product sheets, policies and playbooks into an AI-powered repository and get instant, sourced answers. New advisors onboard faster and client questions get accurate responses — every time.

AI Knowledge Repository
Who it's for

Tailored to how you manage money

From independent advisors to multi-strategy funds, Bloo CRM flexes to your model.

Financial Advisors

Financial Advisors & RIAs

Deepen every relationship with 360° client views, AI-drafted outreach and goal-based planning — so you can carry more clients without losing the personal touch.

Wealth Managers & Family Offices

Wealth Managers & Family Offices

Coordinate complex UHNI mandates, succession and multi-entity structures with document governance, approvals and revenue intelligence in one place.

Hedge Fund Managers

Hedge Fund Managers

Manage investor relations, subscriptions, counterparties and compliance workflows with audit-ready controls and AI insight into your book and pipeline.

Communications Hub

Email, calendar and meetings — connected

Bring email, logged communications and the meeting room together, with AI-suggested messages, automatic routing and recorded, transcribed calls.

Everything in one platform

The complete advisory toolkit

All the capabilities modern advisory and fund teams need — with bank-grade security throughout.

📊

Portfolio & AUM Analytics

Track mutual funds, equities, bonds, PMS, AIFs and insurance with revenue and AUM growth views.

🎯

Lead Conversion

Capture, score and nurture prospects with AI follow-ups until they become clients.

🤝

AI-Led Sales Pitch

Generate tailored pitches and cross-sell / upsell recommendations per client.

🛡️

Compliance & KYC

Suitability, FATCA, CKYC, audit trails and a secure document vault built in.

✉️

AI Email & Calendar

Automated routing, AI-drafted messages, meeting invites and reminders.

🎥

Meeting Room

Host, record and transcribe client meetings with searchable AI transcripts.

🔐

Roles & Access Control

Admin-managed sub-users with granular, section-level permissions.

📝

Proposals & RFPs

AI-generated RFI/RFQ/RFP responses, assignable and trackable end-to-end.

"Bloo CRM gives our advisors institutional-grade client lifecycle management, portfolio intelligence and compliance governance — at a fraction of the cost of enterprise platforms."
— Managing Partner, Multi-Family Office

Grow your advisory practice with Bloo CRM

Start with the plan that fits your firm and scale into AI-driven insights, automation and enterprise governance whenever you're ready.

See plans & enroll