FidUlink AI for RIAs
Keep clients in WealthBox or RedTail CRM
~or other Financial Planning CRM~
Run growth in FidUlink AI.
FidUlink AI plugs into your existing RIA tech stack so clients stay cleanly inside WealthBox, Redtail, Salesforce, Advyzon or other planning CRM—while prospects, COIs and webinar attendees live in FidUlink AI for campaigns, follow-up and tracking.
No rebuild. We map to your CRM fields and workflows so your team keeps working where they’re already comfortable.
Built with RIAs in mind: planning-first, compliance-aware, and crystal clear on who is a client versus a prospect.
One place for growth. Your CRM stays the client system of record.
Prospects leave FidUlink AI and are synced your financial planning CRM when they become clients. Campaigns, sequences and event follow-up stay cleanly separated.
Works alongside the CRMs RIAs already trust
FidUlink AI plays nicely with your planning CRM
No rip-and-replace. FidUlink AI simply becomes the communication and campaigns layer around your existing client system of record.
Our Team Integrates with WealthBox • Redtail CRM • Salesforce • Advyzon • Practifi • and other leading RIA CRMs for you
How it works
Clients stay in your CRM. Growth runs in FidUlink AI.
FidUlink AI is built for RIAs who say, “But I use WealthBox” (or Redtail, Salesforce, Advyzon…). We respect your existing client system of record and layer AI-powered communication on top of it—without breaking your data model.
- Clients remain in your planning CRM as the single source of truth for household, plan and service data.
- Prospects, COIs and event leads are captured and segmented inside FidUlink AI.
- Two-way sync keeps basic profile and status fields aligned—without duplicating full client records.
- FidUlink AI orchestrates emails, SMS (where allowed), workflows and reminders across your growth funnel.
- When a prospect becomes a client, they are promoted into your CRM with a clean, mapped record.
The integration flow, step-by-step:
1. Connect FidUlink AI to your CRM
Our team helps you securely connect WealthBox, Redtail, Salesforce, Advyzon or your chosen CRM. We map the fields that matter—status, owner, basic contact data—without overcomplicating the sync.
2. Define who is a client vs. a prospect
We configure clear status and tagging rules: clients stay anchored in the CRM; prospects, COIs, and event attendees are managed in FidUlink AI lists and segments.
3. Capture leads into FidUlink AI
Forms, webinar registrations, landing pages and referrals flow into FidUlink AI. Each lead is automatically classified and routed into the right sequence—without touching your client CRM.
4. Promote to client, then sync using automation
When a prospect becomes a client, their record is promoted into your CRM with the right fields, tags and owner assignments—keeping your books and compliance trail clean.
5. Ongoing sync and reporting
Status changes, meeting outcomes and key notes flow between systems according to the rules you set—so advisors and operations always know exactly where someone sits in your funnel.
Benefits for RIAs
Cleaner data. Stronger communication. Less manual work.
FidUlink AI is opinionated about how RIAs should separate clients from prospects—so your team, your compliance officer and your reports all see the same picture.
Clear client / prospect separation
Clients live in your CRM. Marketing audiences live in FidUlink AI. Everyone internally knows where to work and which system “owns” which contact.
Better segmentation for real conversations
Segment by prospect type, COI, event, referral source, stated interest, asset band and more. Then let FidUlink AI generate and schedule compliant communications at scale.
Less swivel-chairing between tools
Advisors and ops staff stop exporting lists and manually updating spreadsheets. Campaigns, tasks and follow-up live inside a single, AI-assisted workspace.
Time savings across the team
Pre-built RIA workflows handle webinars, nurture sequences, COI updates and pipeline follow-up—freeing advisors to actually talk with people, not chase reminders.
Cleaner reporting for partners and exams
Because clients and prospects are clearly separated, it’s easier to answer basic questions: Where did this relationship start? Who owns this contact? What’s the last touch?
AI that speaks RIA, not generic SaaS
FidUlink AI is trained on RIA-specific workflows and guardrails. You get thoughtful, client-ready communication suggestions—not vague “marketing copy.”
Workflows
Day-to-day workflows your team already runs—just cleaner.
Everything in FidUlink AI is structured around the actual work RIAs do: hosting webinars, nurturing leads, coordinating with COIs, and converting conversations into clients inside your CRM.
You get pre-built, editable workflows that match how RIAs actually grow—without forcing a “marketing automation” mindset on an advisory team.
Example RIA workflows inside FidUlink AI
- Webinar to booked meeting – Registrations flow into FidUlink AI, segmented by session. AI drafts reminders, follow-ups and “no show” nudges. When someone books, they’re promoted into your CRM with the right status and tags.
- COI engagement rhythm – Attorneys, CPAs and other COIs live as a distinct audience. FidUlink AI proposes quarterly touchpoints, joint event invites and recap notes—logged and synced for compliance review.
- Cold-to-warm nurture sequences – Prospects from campaigns are grouped by topic and stage. The system suggests educational drips, check-in emails and booking prompts, while your CRM stays protected from early-stage noise.
- Reactivation and segmentation clean-up – Stale or unresponsive contacts can be reactivated via FidUlink AI without polluting your client CRM. When they raise their hand, they move into your core systems.
- Pipeline and capacity dashboards – Real-time views of where prospects sit in your process, which advisor owns next steps, and which workflows are driving actual booked meetings.
Compliance
Communication AI that respects RIA supervision and recordkeeping.
FidUlink AI is built for firms that operate under SEC and state supervision. We focus on predictable workflows, clear audit trails and controls that your CCO can actually sign off on.
Compliance considerations addressed:
- Recordkeeping – All outbound communications and key AI suggestions are logged with timestamps, users, and versions for exam-ready documentation.
- Supervision & review – Supervisors can review and approve templates and sequences before they go live, with clear visibility into who changed what and when.
- Retention – Messages and activity histories are retained according to your firm’s policy, with controls to align with your archiving solution.
- Roles & permissions – Advisors, operations, marketing and compliance users have distinct permission sets so only the right people can publish or change workflows.
- Client vs. prospect handling – Because clients remain in your CRM and prospects live in FidUlink AI, it’s easier to prove how and when a relationship moved from “marketing” to “advice.”
During onboarding, we walk through your supervision model with your CCO or operations lead so FidUlink AI supports, not surprises, your compliance program.
See it in action
Book a demo of FidUlink AI for RIAs that “use WealthBox.”
In 30–40 minutes, we’ll show you how FidUlink AI wraps around your existing CRM, keeps client data lines clean and gives your team a single, AI-assisted workspace for growth.
Request your RIA integration walkthrough
Share a bit about your firm and current CRM. We’ll tailor the demo to your exact workflows.
Next step: After you submit, you’ll be able to pick a time and invite additional team members (including compliance) to the session.
- Map your current CRM setup (WealthBox, Redtail, Salesforce, Advyzon, etc.).
- Walk through example workflows built for RIAs like yours.
- Outline how we separate clients, prospects, COIs and event lists.
- Answer compliance and supervision questions with your CCO or ops lead on the call.
FAQ
Common questions from RIAs already using a CRM.
If you’re already invested in WealthBox, Redtail, Salesforce or Advyzon, the goal isn’t to replace them—it’s to give them a dedicated communication layer.
Do we have to move off our existing CRM?
No. FidUlink AI is designed to wrap around your current CRM, not replace it. Clients remain in WealthBox, Redtail, Salesforce, Advyzon or your chosen system. FidUlink AI manages prospects, COIs and event-based audiences, and only promotes contacts into your CRM when they become clients.
Will this create duplicate client records?
We configure your integration so the client system of record is clear: your CRM. Contacts captured in FidUlink AI are treated as prospects until they meet your firm’s criteria for becoming a client. At that point, they are promoted into the CRM with mapped fields and tags, rather than manually re-created.
How long does implementation typically take?
Most RIAs are live on core workflows in a matter of weeks. We start by mapping your CRM, defining statuses and tags, then turning on a focused set of workflows (for example: webinars + COI touches + pipeline follow-up) so your team gets to value quickly.
Can our compliance team review messaging before it goes out?
Yes. Supervisors can review and approve templates, workflows and campaigns before activation. You can also require approval for certain message types or audiences, depending on your firm’s policies.
FidUlink AI
The communication and workflow layer for RIAs that already have a planning CRM—and want everything around it to feel a lot more coordinated.