Capture the inquiry
Calls, texts, and web-form requests land in one inbox without treating a submission as investment advice.
Financial Advisors
A prospect inquiry that sits for a day books a meeting with the advisor down the street.
One platform to bring in new clients and keep the ones you have engaged between reviews.
Capture the inquiry from your site or a referral, follow up before the prospect books with someone else, and keep clients engaged between annual reviews with the check-ins and updates that keep them from shopping around.
Built for Financial Advisors
Keep every customer conversation moving
Momentum brings inquiries, customer context, conversations, and follow-up into one connected workflow. Your team can see what happened, what comes next, and who needs a response without checking disconnected tools.
The workflow stays flexible enough to match how your financial advisors business qualifies opportunities, books next steps, and keeps long-term relationships active.
How it works
From prospect inquiry to ongoing client relationship
Organize the prospect
Move each contact through pipeline stages from inquiry to signed client.
Respond and confirm
Reply by call, text, or email, using the AI assistant only for routine drafts your practice reviews before sending.
Maintain the relationship
Review-meeting reminders and approved client updates go out on schedule instead of depending on memory.
Practical capabilities
Tools for the way financial advisors teams work
Use the parts of Momentum that support your customer journey, from first contact through the next follow-up.
Lead Management
Prospects move through your pipeline from first inquiry to signed client, with referral sources tracked alongside them.
Call Management
Every inquiry call is logged against the right contact automatically, whether it's a new prospect or an existing client.
SMS Communication
Confirm a review-meeting time or send a document reminder by text, without adding a client's number to your personal phone.
AI-Powered Content Creation
Draft the market-update email or the review-season reminder in minutes, for compliance review before it goes out.
Workflow Automation
A prospect who hasn't responded gets a follow-up automatically, so a busy week doesn't cost you the client.
Online Reputation Management
A satisfied client gets a review request automatically after a milestone meeting, building the presence that brings in the next referral.
One connected platform
Connect every part of your financial advisors customer journey
Momentum connects the customer record, conversations, pages, campaigns, and follow-up so each tool has the context of the rest.
CRM and pipeline
Keep contacts, opportunities, notes, and next steps together from first inquiry through payment.
Learn moreOne conversation inbox
Manage calls, texts, email, Facebook, and Instagram conversations without losing the contact history.
Learn moreWebsites, funnels, and pages
Build the places where people discover an offer, submit an inquiry, or take the next step.
Learn moreEmail marketing
Send useful updates and follow-up campaigns from the same system that holds the customer record.
Learn moreFollow-up workflows
Respond to missed calls and new inquiries with repeatable workflows instead of relying on memory.
Learn moreReporting and analytics
Review performance and activity in Momentum, with advanced reporting available on eligible plans.
Learn moreCommon questions
Frequently asked questions
Does Momentum replace portfolio-management or compliance software?
No. Momentum supports marketing, lead communication, CRM organization, and payment collection. Portfolio management, required disclosures, and compliance records stay in your regulated systems.
Can the AI assistant give investment advice?
No. It can help draft routine lead replies, but licensed advisors must review messages and provide any investment or planning guidance.
Can I schedule annual review meetings automatically?
Yes. Reminders go out on schedule so a review doesn't get missed.
Can the practice send market updates and newsletters?
Yes. Momentum includes email-marketing tools. Your practice remains responsible for required disclosures and compliance review.
See how Momentum fits your financial advisors workflow
Capture the lead, follow up, book the job, and take the payment — see how it maps to the way your team already works.
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