The hassle-free CRM
for wealth managers.
Your job is your clients, not your CRM. PenClip captures every visit by voice, logs every email and WhatsApp thread, stores every portfolio and document, briefs you each morning, catches relationships going cold, and gives your head of sales full pipeline visibility.
Built for wealth managers, private bankers, and financial advisors.
Everything your team needs.
Nothing it doesn't.
Never lose a detail between the meeting and the CRM.
The details that matter most are the ones most easily forgotten. Dictate what happened right after a client visit, in any language, and PenClip turns it into structured notes, action items, and a searchable client history before you reach the office. The audio is destroyed after processing. Nothing to redact. Nothing to worry about.
Your morning briefing, ready before you are.
Every day starts with an AI-generated summary of your entire book of business. Which clients need attention, which relationships are cooling, and what your team accomplished yesterday. No digging through spreadsheets or chasing updates. Open PenClip, and your day is already organized.
Never miss a follow-up again.
PenClip continuously analyzes each client’s portfolio, recent activity, and relationship history, then surfaces the right action at the right time. Automated weekly analysis ensures nothing slips through the cracks.
Send sign-up forms to the Rivera family
Last contact: 12 days ago. Follow-up overdue.
Your meetings turn into your to-do list.
After every client visit, PenClip extracts the commitments buried in your conversation — the follow-up call you promised, the document you said you’d send, the review you scheduled for Thursday. Everything surfaces in your morning briefing as a clean Today and This Week view, so nothing slips through the cracks between one meeting and the next.
Market news, filtered for your clients.
Every morning, PenClip scans the sources your firm trusts and surfaces the three to five stories that actually matter to your book of business. No noise, no generic headlines — just the market moves, regulatory shifts, and sector developments relevant to the portfolios you manage. Each item links back to the original source.
Give your team lead total visibility.
Your head of sales sees every relationship, every stage, every touchpoint across the entire team. Emails, WhatsApp messages, meeting notes, all flowing into one pipeline. No more Monday morning status calls. No more surprises at quarter-end.
Live in minutes, not months.
Three steps to transform how your team manages relationships.
Import & Configure
Connect Google Sheets or upload a CSV. Define your pipeline stages, set your currency, and assign your team. Most firms are live in minutes.
Engage & Capture
Visit a client, dictate your notes on the drive back, send a follow-up email. Every touchpoint is captured and analyzed automatically.
Grow Intelligently
Morning briefings surface at-risk clients. Smart follow-ups identify opportunities. Your team moves faster with better data.
Built with compliance in mind.
When your team adopts PenClip, compliance sign-off is the easy part. No audio stored. Full audit trails. Nothing for your compliance officer to flag.
Zero Audio Retention
Audio permanently destroyed after transcription. Nothing stored. Ever.
Full Audit Trail
Every client interaction logged, timestamped, and exportable
SSO-Ready
Single sign-on supported for firm-wide access control
One plan. Everything included.
No feature gates. No surprise tiers. Every seat gets the full platform.
per seat / month
- AI meeting dictation
- Morning briefings
- Smart follow-up insights
- Pipeline management
- Document vault
- Full audit trail
- Unlimited leads
per seat / month · billed annually
- Everything in Monthly
- Priority onboarding
- Annual billing discount
- Dedicated support channel
Every workspace starts with a free 3-day trial. No credit card required.
Join the Founding 5.
We're onboarding our first five firms with white-glove setup, direct founder access, and 24-month locked-in pricing. Five firms. That's it.
Common questions
Wealth managers, private bankers, financial advisors, RIAs, and multi-family offices. If you carry a book of clients, run a relationship-led pipeline, and spend your days turning client visits into notes, follow-ups, and portfolio updates, PenClip was built for you. It is not a generic CRM retrofitted for finance. It is a relationship manager’s CRM, by design.
After a meeting, just hit record and talk through what happened, in any language. PenClip transcribes, summarizes, and extracts action items in seconds. The audio is permanently destroyed after processing. Only the structured notes are saved. It is faster and more accurate than typing notes manually, and there is nothing for compliance to worry about.
Yes. PenClip supports CSV import, live Google Sheets sync, and manual entry. Most teams complete their full migration within an afternoon. We will help you with the first import during onboarding.
Those platforms require months of customization to fit the workflows of wealth managers, private bankers, and financial advisors. PenClip ships purpose-built: AI meeting dictation with multilingual support, daily briefings on your book of business, portfolio tracking, and a compliance-friendly architecture out of the box. No implementation project. No Salesforce admin on payroll.
PenClip was designed to make compliance sign-off straightforward. Zero audio retention means there is no recorded voice data to manage, retain, or produce. Every client interaction is logged with full audit trails. SSO is supported out of the box. When your compliance officer reviews PenClip, the conversation is short.
PenClip was designed for the relationship manager who hates CRMs. No training manuals. No certification courses. Dictate a meeting note on the drive back from a client visit and get a summary with action items in 30 seconds. That is the entire onboarding.
Every morning, each team member opens PenClip to a personalized summary: which clients need follow-up, which relationships are going cold, and what happened across the team yesterday. Your head of sales gets the same view across all reps. No one needs to send a status update. The briefing writes itself.
Yes. Every workspace starts with a free 3-day trial. Full access, all features, no credit card required.
Let's talk.
Whether you're ready to try PenClip or just exploring options for your team, we'd love to hear from you.
Or email us directly
hello@getpenclip.comWe typically respond within a few hours during business days.