CRM for Financial Advisors
As a financial advisor, you build your business on trust and proactive client care. Raynet helps you keep everything perfectly organized: it tracks every contract anniversary well in advance, keeps product histories in one place, and lets you sign documents online without unnecessary paperwork.
These companies are already using Raynet
Insurance companies, investment firms, and independent advisors. They all manage their clients' finances with Raynet.
3 Typical Situations Holding Financial
Advisors Back. Recognize Any of Them?
1. Your client base is growing, but there's no time to dedicate to them
2. Missed contract anniversaries
3. Contract signing means running around with paperwork
We've been using Raynet for 5 years, and it has come a long way—many new features and improvements have been added. Working with Raynet is simple, intuitive, and flexible—it adapts to any business just like a yoga expert.
Eva Pustelnik
Specialist in property insurance, CHP Finance
Raynet Does Everything a Financial Advisor Needs
Complete overview of your deals
In Raynet, you can always see your active deals and ongoing financial products along with their exact value and status. Get an instant overview of what needs attention or where cross-sell opportunities arise.
Complete client history in one place
View all meetings, emails, phone calls, and past contracts on a clean timeline directly in the client profile. When a client calls, there is no need to dig through files—you instantly know what was discussed last week or years ago.
Contract anniversaries 100% under control
Raynet reminds you of upcoming contract anniversaries as far in advance as you choose—whether 60 or 90 days ahead. Reminders appear in the system alongside the client's complete history, so you can reach out with a tailored proposal.
Contracts signed right from your mobile phone
No more printers or driving around for a single signature. Send proposals or powers of attorney directly from Raynet. Clients sign with a finger on their mobile screen, the process is 100% legally binding under eIDAS, and the completed document automatically saves to their profile.
Instant client profiles with smart lookup
Adding a company or entrepreneur to your system? Don't type company IDs or addresses manually. Simply enter the name or ID number, and Raynet automatically retrieves all correct details from public registries in seconds without typos.
Live support that has your back
Our videos and detailed online tutorials make getting started simple. For everything else, we offer live customer support that we take real pride in. We won't leave you stranded with a chatbot—we’re happy to help via email, chat, or phone with a smile during business hours.
We are a family business taking meticulous care of our clients' finances. Raynet helped us jump-start the quality of our client service. Better work organization, activity planning, task delegation, all key information at hand... and yellow sticky notes disappeared. Great Raynet support team. Today I can't imagine how we ever lived without Raynet! Highly recommended!
Jaroslav Pultar
Pultar a partneři s.r.o.
Try Raynet for Financial Advisors
Stop wasting time on paperwork and long drives for signatures. Track contract anniversaries automatically and be a reliable partner on the phone for your clients.
Set up in a few days, pre-configured advisor template, free trial with no commitments.
Frequently Asked Questions about Raynet for Financial Advisors
Spreadsheets work great when you manage a handful of clients and policies. Once your database grows past 50 active clients, bottlenecks emerge. Anniversary dates get missed, cross-sell opportunities get lost in notes, and if someone is out sick, no one knows what was last discussed. A CRM acts as a reliable filing system—without it, you're constantly putting out fires; with it, client management stays under full control.
For each financial product (insurance policy, mortgage, investment), simply enter the anniversary date. Raynet automatically alerts you (and team members, if desired) as far in advance as you set—typically 60 or 90 days ahead. Notifications pop up as tasks in the system, giving you time to reach out with a better offer before competitors do.
Each product is managed as an independent deal card where you select the category (e.g., mortgage, life insurance, loan), deal stage, commission amount, and anniversary date. On the client's main profile, you see a complete overview of their family or business portfolio: what is currently active, active opportunities, and potential areas for expansion. Customize the entire layout without needing IT assistance.
Yes, Raynet features a fully built-in tool for online document signing. Send any proposal, contract, or power of attorney to a client via email. The client opens the link on their phone or computer and signs on-screen. Under the EU eIDAS regulation, this signature is 100% legally binding, and the finalized document automatically archives in the client's profile.
To get started, you receive a pre-built template designed specifically for financial advisory work, along with video guides and detailed tutorials. You don't have to build anything from scratch—the system includes pre-set deal stages and custom fields for tracking commissions and anniversaries, so you can start working in minutes without coding.
License prices range from €16 to €41 per user per month depending on the chosen plan. A solo freelance advisor starts at €16 per month. A small team of 3 users costs approximately €48 to €135 per month. There are no setup fees or long-term commitments—you pay monthly and can cancel anytime. Try the first 30 days completely free without entering a credit card.
All data is stored on secure Amazon Web Services (AWS) servers in Frankfurt—strictly within the EU and in full compliance with GDPR regulations. Raynet holds strict ISO 27001 security certification, automatically backs up data every 24 hours, and retains backups for at least 90 days. Additionally, all data is insured against damage, theft, or breach with Colonnade insurance up to €200,000.
A System That Grows with You
Raynet is ideal for financial and insurance advisors, but it adapts just as well to other industries. Our specialized solutions with dedicated support are also trusted by real estate agents, IT companies, and field service firms.