Singular brings client and prospect information, pipeline activity, communications, reporting and compliance workflows together in one financial-services platform—so your team has the context it needs from the first conversation through ongoing service.
Singular by Patrina
Singular brings client details, communications, opportunities, holdings, tasks, reminders, pipeline activity and reporting into one financial-services CRM.
Advisors and teams can quickly see the relationship history, next action and context they need to move client work forward.
Firms looking for a broader operating view can explore financial services CRM software.
Singular keeps contact details, communication history, opportunities, holdings, notes, tasks and reminders connected to the client record.
Advisors get the context they need to prepare, while the next team member can continue the relationship without rebuilding its history.
Customizable pipeline stages, deal tracking, milestones, tasks, notes and alerts make ownership and next steps visible from first contact through close.
Singular combines CRM capabilities with Patrina workflows for policies, branch audits, message supervision, complaints, outside activities and marketing materials.
Select the workflows your firm needs and keep status and ownership visible to the teams responsible for them.
“We use Patrina primarily to help us monitor email communication between the advisor and the client. In addition, we find Patrina useful in helping us monitor external text messaging.”
Joel A. Diaz
Managing Member, Anchored Wealth Management
Singular capabilities
Singular brings the capabilities teams need to manage client relationships from conversation through follow-through, with CRM and compliance workflows connected in one platform.
Keep client and prospect details, communications, opportunities, holdings, notes, tasks and reminders in one shared record. Give advisors and colleagues the context they need to understand the relationship and act on what comes next.
Track opportunities from initial contact through completion with customizable stages, deal tracking, milestones, notes, tasks and alerts. Make ownership, status and next steps visible across the team.
Singular brings email, text messaging and LinkedIn activity into a unified communications environment. Confirm available channels, capture behavior, approvals and supervision requirements for your firm.
Use dashboards and reporting to monitor pipeline activity, performance, anticipated revenue and compliance work. Give each team visibility into the information that requires attention and action.
Custodian connections for daily account and position balances, along with Plaid capabilities for investment account balances, holdings and transactions. Provide us a list of institutions, account types, data fields, sources and refresh schedules for your firm.
Singular includes workflows for policies and procedures, message archiving and supervision, complaints, outside business activities, marketing materials, political contributions, and gifts and expenses.
Select the workflows relevant to your firm and confirm their configuration, permissions and reporting during product evaluation. No CRM alone guarantees compliance.
Bring a recent prospect-to-client handoff or recurring service process to the demo. Ask Patrina to show how Singular connects relationship history, ownership, integrations, reporting and applicable compliance workflows from start to finish.
Singular integrations
An integration is valuable when it puts the right information where advisors need it. Look beyond the connector list to see what data moves, which system is authoritative, how often it updates and where the information appears in the client relationship.
Ask Patrina to confirm the available integrations, data flow and behavior for your firm.
Connect conversations and appointments to the relationships they support. Singular provides integration paths for Gmail, Microsoft Exchange, Calendly and LinkedIn.
Ask Patrina to demonstrate the workflow, data flow and configuration available for each connection.
Give advisors relevant account and planning context without sending them to disconnected systems. Singular integrates with Plaid, Schwab and Black Diamond for investment account balances, holdings and transactions, along with a Holistiplan integration for tax solutions.
Singular also supports integrations through Zapier, and provides native integrations for Dropbox, Fireflies and BackNine.
Let us show how an integration supports the relationship—not simply how many integrations are available.
The advisory relationship in practice
A prospect becomes a client, a meeting creates multiple commitments, a service request changes hands, or an advisor steps away. Each transition can create gaps in relationship context.
Singular keeps history, ownership and next actions connected so your team can move the relationship forward without piecing together information from separate systems.
An advisor may know why a prospect reached out, what was discussed and what comes next. That context can get lost in inboxes, calendar notes or individual memory when another team member takes over.
Singular keeps relationship history, activity and next steps connected so the meaning behind each interaction stays with the relationship.
Advisory relationships create ongoing commitments—sending information, scheduling reviews, resolving questions or involving another team member.
Singular makes ownership, timing and relationship context visible, helping teams distinguish active work from tasks that are simply remembered.
Advisors operate within firm-specific registrations, policies and supervisory requirements. When reviews, disclosures, complaints or communication oversight sit apart from relationship activity, teams can end up recreating the same context in multiple systems.
Singular connects applicable compliance workflows with the relationship context advisors and supervisory teams need to coordinate the work.
Use a real handoff to evaluate fit, ownership and visibility.
Advisory workflows
These scenarios focus on the handoffs that shape relationship continuity—not firm size. Use them to evaluate how Singular supports client work beyond contact management.
A prospect decides to move forward after several conversations.
The lead advisor, the next-stage coordinator and colleagues responsible for operational follow-through.
Client and pipeline records keep conversation history, notes, ownership, milestones and next steps connected as the relationship moves from prospect to client.
The next participant starts with context instead of reconstructing the relationship, while the advisor maintains visibility into outstanding commitments.
A client meeting creates multiple actions with different owners and deadlines.
The advisor, client-service team and others responsible for follow-through.
Keep meeting and communication context with the client record while tasks, reminders, notes and supported financial-data connections turn discussion points into visible next actions.
Follow-through becomes a shared, trackable process rather than a collection of personal reminders.
A colleague needs to cover an absence, join the relationship or address an open client issue.
The primary advisor, covering or collaborating advisor, client service, operations and compliance where applicable.
A shared client view provides relationship history, communications, opportunities and assigned work. Applicable compliance workflows can remain within the same operational environment.
Colleagues can step into the relationship with the context they need, reducing dependence on one advisor’s memory or availability.
Compliance-aware by design
“Financial advisor” covers a broad range of roles, registrations and firm structures. The workflows and controls that apply depend on the advisor’s activities, firm policies, communication channels and supervisory responsibilities.
Singular combines CRM capabilities with compliance-focused workflows, while the firm determines which requirements apply and how those workflows should be configured.
Identify the event, responsible role, required evidence or approval, and exception path before selecting a workflow. This keeps software configuration aligned with the firm’s policies rather than treating a generic template as a substitute for them.
Customizable workflows for policy management, message archiving and supervision, complaints, outside business activities, marketing materials, political contributions, and gifts and expenses.
During evaluation, confirm which Singular application supports each use case, what configuration is required, and who owns the process.
A communication visible in a CRM does not by itself establish that applicable recordkeeping, retention, supervision, retrieval or production requirements have been satisfied.
If compliant archiving is within scope, evaluate it separately with its own capture, retention and retrieval controls. Explore Patrina’s email archiving software and obtain appropriate compliance or legal review.
A practical buyer’s framework
A useful CRM keeps relationship context connected throughout the client lifecycle and gives each team member the information needed to act.
Before comparing vendors, choose one prospect-to-client workflow and one recurring client-service workflow. Then use these five tests in every demonstration.
Can context move with the work from one person to the next?
Trace a relationship from initial inquiry through opportunity, client handoff, recurring service and the next meaningful client event. At each stage, verify that history, ownership, due dates, decisions and unresolved questions remain visible.
The next person should understand what to do without relying on a private explanation from the previous owner.
For each critical data type, where does it originate, where does it go, how often does it update and which system resolves conflicts?
Test contact details, communications, appointments, notes, opportunities, tasks, holdings, documents and applicable compliance data. Identify which system owns each data type and which systems only display or update it.
This reveals integration gaps that a connector list cannot.
Can advisors complete routine work without spreadsheets, duplicate entry or administrative assistance?
Test common tasks such as preparing for a client conversation, recording context, assigning follow-up, checking an opportunity and covering a colleague’s relationship. Count the steps and identify information users must re-enter.
A CRM earns adoption by making everyday work simple and clear.
Which capabilities are native, configurable, integrated or still the firm’s responsibility?
Map your requirements before evaluating compliance features. Ask the vendor to distinguish CRM activity, configurable compliance workflows, communication supervision and compliant archiving.
Confirm what is included, what requires additional setup or products, and what evidence can be retrieved.
Who owns data cleanup, workflow design, user acceptance, permissions and post-launch exceptions?
CRM implementation affects data quality, processes, training and governance—not just software configuration. Establish who approves the future-state workflow and how connected or migrated data will be validated before go-live.
Choose a recent relationship that crossed at least two roles and remove identifying client information. Ask each vendor to demonstrate how the team would reconstruct the history, identify the current owner, complete the next action and verify connected data.
A real workflow will reveal more about the platform than a feature matrix.
Bring one real client or record journey and ask Patrina to show how the platform supports it.
Common questions
A CRM for financial advisors organizes prospect and client relationships around the day-to-day work of an advisory practice. It can bring together contact details, relationship history, opportunities, communications, tasks, reminders and reporting.
A financial-services CRM may also connect to other systems and support configurable compliance workflows. The goal is more than maintaining contacts—it is keeping the context, ownership and next actions behind each relationship visible to the team.
A financial advisor CRM is designed or configured around long-term client relationships, advisory workflows, financial-services technology and the firm’s operating requirements.
A generic CRM may offer greater flexibility, but the firm may need to build more of the data model, workflows, integrations and oversight processes itself.
Compare the actual workflow and implementation requirements rather than assuming that “industry-specific” or “customizable” automatically means a better fit.
No. A CRM manages relationships, interactions, opportunities, tasks and coordinated follow-through.
Financial planning software supports planning and goal analysis, while portfolio and investment systems handle specialized account and investment functions.
Integrations can connect these systems, but the firm should define which platform is authoritative for each data type and confirm exactly what each integration transfers, updates or displays.
Patrina positions Singular for advisors and firms with different team structures. Client records, shared notes, tasks, reminders, pipeline stages, dashboards and compliance-focused workflows can support both individual organization and collaborative work.
Evaluate the actual operating model, however. Ask Patrina to demonstrate user roles, permissions, administration, handoffs, implementation requirements and the workflows your team relies on.
Start with the systems that provide critical relationship or financial context. Patrina’s Singular integrates with Calendly, BackNine, Dropbox, Gmail, Plaid, LinkedIn, Zapier, Fireflies, Microsoft Exchange, Schwab, Integrately and Holistiplan.
The important question is not how many integrations are available, but what each one contributes to the client relationship.
Confirm current availability, supported institutions and account types, field mapping, data direction, refresh timing and whether each integration is included in your proposed configuration.
No. A CRM does not, by itself, ensure regulatory compliance. Requirements depend on the firm’s activities, registrations, policies, communications and supervisory structure.
Singular combines CRM capabilities with compliance-focused applications and workflows. The firm remains responsible for determining which requirements apply and how those processes should be configured and supervised.
Evaluate communication archiving, retention, supervision and production separately. CRM functionality alone does not establish compliant recordkeeping.
Bring one sanitized workflow your team performs today and follow it from the initial activity through handoff and completion.
Ask Patrina to show where relationship history appears, how ownership changes, how tasks and reminders support follow-through, what reporting reveals, which integrations provide data and where applicable compliance workflows fit.
Then identify what requires configuration, data migration, training, another product or validation by your firm. A real workflow will tell you more about Singular’s fit than a feature list alone.
A planning engagement moves through discovery, information gathering, plan delivery and implementation. Singular keeps the client conversation, assigned work and next steps together as each stage progresses.
The planner and service team can record commitments, assign tasks and set reminders after a meeting. Client decisions and dependencies remain visible when the next review begins.
The firm defines its workflows and access requirements. Planning software and the planner produce the analysis and recommendations; the CRM coordinates people and follow-through.
Recurring reviews often involve an advisor, a client-service associate and specialists handling open matters. Shared relationship history gives each participant a useful starting point.
The team reviews recent communications, available holdings context, outstanding tasks and prior commitments before the meeting. Afterward, notes, assigned tasks and reminders keep agreed actions visible.
The next review builds on that history, helping a colleague continue the relationship during an absence or change in responsibility.
An investment advisor preparing for a client conversation needs both relationship history and relevant account information. Singular brings client details, communications, notes and available holdings context into the same working environment.
Custodian and Plaid connections can supply supported balances, holdings and transaction information. Available data depends on the institution and configured connection.
Portfolio accounting, performance analysis and trading remain with the systems designated for those functions. The advisor uses the CRM to document the conversation and coordinate the next action.
RIA CRM software supports the shared client work of a registered investment adviser firm. In Singular, advisors and colleagues can work with client information, communications, notes, assigned tasks and reminders.
For a founder-led RIA adding operations support, configurable stages and assigned tasks help colleagues take over routine follow-through. The firm defines acceptance criteria, required information and any approvals.
A growing RIA can establish preparation and follow-up responsibilities across advisors and associates. Team leads can review open work while advisors retain room for client-specific judgment.
Pipeline stages and reporting help principals follow growth, outstanding work and its owner. The firm defines access to client and compliance information, with separate archiving and systems of record where required.
Confirm module scope, packaging and permissions with Patrina. Each RIA selects the workflows relevant to its business.
Not necessarily. The firm’s registration, services, staffing model and policies affect the workflow it needs.
An RIA should identify its applicable requirements with qualified compliance or legal advisers, then configure roles, approvals, exceptions and access accordingly.
Software supports execution and visibility; it does not determine the firm’s obligations or guarantee compliance.
Assign an internal owner for stages, required fields, permissions, reports and connected workflows.
When advisors, services or locations change, review how new participants receive context and how team leads see outstanding work. Confirm that each user sees the information appropriate to their role.
Keep communication preservation and retrieval in scope separately. Patrina’s RIA email archiving covers the email-specific recordkeeping workflow.
See Singular in action
Bring a real process to the conversation. A focused demonstration can show the relevant product path, clarify configuration questions and identify what your team should validate next.