All-in-One CRM for Financial Advisors

Put your marketing, sales, operations, and reporting on autopilot

Trusted by advisors nationwide

Thousands of users love LeadCenter

LeadCenter.AI has been a valuable asset for our firm. The customizable pipeline and automation tools improve my workflow and give me valuable insights into marketing.
Megan Scheff
Marketing Director
Houston, TX
LeadCenter.AI is a trailblazer. It’s the most powerful turnkey platform for advisors, and those who adopt early will get ahead of the curve.
Jennifer Lahaie, RICP®, CAS®, CTS™
Owner/Founder
Investment Advisor Representative
Simpsonville, SC
We decided to switch to LeadCenter.AI and are loving it. The onboarding was seamless and we use more of the functionality than ever before.
Eleza Miller
Operations Manager
Eldridge, IA
LeadCenter has been a breath of fresh air… everything we need to see how we’re doing in seconds, with reports we use every day.
Patricia Hancock
Marketing Executive
Pittsburgh & Erie, PA
LeadCenter.AI is the perfect combination of simplicity and power. The customer service and support team go above and beyond to ensure a seamless transition, and the platform’s ease of use has streamlined our workflow.
Blake Conant
Owner, President
Houston, TX
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How automation drives ROI for RIAs

On average, a registered investment advisor (RIA) with 5 employees using LeadCenter
434
Reclaim Workdays
Save time by automating manual tasks like reminders, emails, and data entry.
$
223
,000
Save Annually
Reduce operational overhead by streamlining workflows across the firm.
$
22
,000
Cut in Software Costs
Eliminate redundant tools with one platform for CRM, marketing, scheduling, and reporting.
500
%
Boost Revenue

Increase conversion rates by accelerating lead follow-up and appointment booking.

Works Great with Your CRM

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OR

All-in-One CRM Solution

LeadCenter.AI all-in-one solution for lead management and customer engagement

Why advisors choose LeadCenter over Redtail and Wealthbox

Features
Fully Automated Workflows
Integrated Seminars & Event Management
Automated Lead Capturing
Integrated Calendar with Public Scheduler
Client Review Reminder System
Production Tracking
See What You’re Missing

Automation for your entire advisory business

Marketing

Automate lead capturing, events, and targeted campaigns.
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Sales

Convert more leads with an intuitive pipeline and smart follow-up automation.
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Operations

Track financial accounts, production, and commissions with precision.
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Reporting

Make data-driven decisions with comprehensive reporting and analytics.
Learn More

How Oak Harvest Scaled to $1B AUM with LeadCenter

“Over the past four years, we have partnered with LeadCenter to expand its platform, ensuring it supports the entire lifecycle of our client journey. Today, we use LeadCenter to automate marketing, sales, operations, and reporting at Oak Harvest Financial Group.”
— Troy Sharpe, CEO and Founder, Oak Harvest Financial Group

- Increase revenue through a higher conversion rate of sales to business.
- Reduce no-show rates for appointments and seminars.
- Track key performance indicators (KPIs) in real-time.
- Lower operational costs by reducing administrative workload for data entry and report preparation.
- Reduce technology costs by using an integrated platform, eliminating the need for additional tools and integrations.

Integrate Seamlessly with Your Favorite Tools

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wealthbox small logo
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Financial seminar presentation with charts and audience
See All Intregations

Get started

Experience the only AI-powered sales and marketing automation platform designed for financial advisors.
Streamline your marketing, sales, operations, and reporting—all in one platform.

LeadCenter CRM—Anywhere You Go

Access your contacts, calendar, and tasks on the go with the LeadCenter mobile app for iOS and Android.
Get it on Google Play buttonDownload on the Apple App Store button
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