The CRM for advisors who run their own firm
Forward the email. The client's record updates itself.
Solander reads the emails and statements you forward and proposes the change to the client's record. You approve each one before it posts, and every approval is written once, never deleted. Your books and records keep up as the work happens.
Pick any open time. You talk to the founder, not a sales team.
One place for the whole practice.
Instead of an inbox, a shared drive, a spreadsheet and a CRM that don't talk to each other, everything about a client lives in one record.
- Clients and households
- Profile, family, suitability, accounts, balance sheet, cash flow, documents and every contact, on one page per client.
- Pipeline
- Prospects to onboarded clients on one board. Drag a card to move someone along.
- Tasks and workflows
- Repeatable checklists for onboarding and reviews, plus follow-ups created for you when a review comes due or a client goes quiet.
- Calendar
- Your meetings, with prep notes drawn from the client record before you walk in.
- Write to clients from templates, and forward what they send you to your filing address so it files under the right client, or waits for you to pick one.
- Documents
- Every file filed under its client. A new version never overwrites the old one, and nothing is deleted.
- Reports
- Review cycle, contact frequency, document coverage and approval history, ready to export as a PDF.
- Moving in
- Import clients from a spreadsheet or your current CRM, and export your client data whenever you want.
How a client change becomes a record.
The same path runs whether the change arrives by forwarded email, an uploaded statement, or a manual edit. Three steps, every time.
Captured
The system reads the forwarded email or uploaded statement and proposes the change — a holding, a balance-sheet item, a cash movement.
Reviewed
Nothing posts on its own. Every change waits in the review queue for you to approve or dismiss it.
Recorded
On approval, the change posts and a timestamped history entry records what changed and who approved it. Entries are written once, never deleted.
What you hand the examiner.
When the request comes, you export — you don't reconstruct. Each report is generated from the same records, prepared in support of a specific rule.
Review Compliance
Each active client's position in the review schedule your firm discloses, as of generation.
AI Review Queue Audit Trail
Every AI suggestion, the advisor who reviewed it, the decision, and the time taken.
Built from the advisor side.
Solander is built by Aidan Shaw, who comes from the advisor side and built it for firms like yours. When you reach out, you talk to the person who built it, not a sales team.
Questions before the call.
Who is Solander for?
Advisors who run their own RIA: usually one to a few advisors, often with the founder also acting as CCO. Firms that just registered or just broke away get the most out of it, because there is no old system to unwind.
Do I have to change how I work?
No. Keep using your own email. Forward what matters to your firm's filing address, and Solander proposes the update to the client's record. Nothing changes until you approve it.
Can I bring my existing clients over?
Yes. Import from a spreadsheet or your current CRM's export, and we help with the move during setup. You can export your client data again at any time.
How is client data protected?
Data is encrypted in transit, each firm sees only its own clients, and nothing an AI suggests touches a record until an advisor approves it. We never sell your data or use it to train AI models.
Read how Solander handles securityWhat does it cost?
A monthly subscription priced for firms of one to a few advisors. Aidan goes through the exact numbers on the first call, so you know before you decide anything.
Start one conversation.
Fifteen minutes, on your schedule. You see the real product and talk to the person who built it.
Pick a time for a 15-minute callRather not pick a time yet? Leave your details and Aidan will write back personally.
Prefer email? Write to Aidan at ashaw@solandersoftware.com.