#1 CRM for Financial Advisors

The All-in-One CRM and Compliance Solution Built Exclusively for Financial Advisors

Just $25 per user/month. No extra fees. No hidden charges. The CRM That Aligns Clients, Compliance, and Growth.

What's included?

  • Client and Pipeline management
  • Policy and Procedure Management
  • LinkedIn integration with built-in preapproval workflows
  • Policy & procedure management
  • Complaint tracking and resolution workflows
  • OBA, gift, expense, and political contribution approvals
  • Branch office audit workflows
  • Compliant email archiving included at no extra cost
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Full access. No credit card needed.

Integrations that power your workflow

Singular seamlessly connects with the tools you already use, making your operations more efficient.

#1 CRM for Financial Advisors

How Singular compares to alternatives

See why advisors choose Singular for the perfect balance of ease and compliance.

Responsive Scrollable Table
Feature Singular (Patrina) Redtail Wealthbox
Pricing $25/user $39/user $49/user
Contact Management with built-in compliance fields ✔ ✖ ✔
Compliance & Security Basic vs Advanced ✔ ✖ ✖
Customization, Flexibility & Simplicity ✔ ✖ ✖
Outside Business Activities ✔ ✖ ✖
Policy & Procedure Management ✔ ✖ ✖
Complaint Tracking ✔ ✖ ✖
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Compliance isn’t an afterthought.

It’s built in.

With Singular, you get the tools to grow your book and stay regulator-ready. Easy to use, powerful by design, and compliance included at every step.

Message Archiving + Supervision

Flag, review, and archive emails, texts, and social media from a single dashboard.

Complaint & OBA Reporting

Let team members easily submit Outside Business Activities and complaints for compliance review.

Policy Management

Centralize policies and automate revisions and acknowledgments across the firm.

Marketing & Political Contributions

Streamline submissions, approvals, and oversight—automatically.

"We chose Patrina because the solutions our previous archive partner provided did not meet our growing needs... Patrina's service is impeccable."

- Russell Travis, VP. Retail Operations, Crescent Securities Group Inc.

"I recommend Patrina to my state- and SEC-registered RIA clients because their email archiving system is equal to any in the market, and better yet, it's less expensive than any of the others."

- David R. Millar, Integrity Compliance Consulting, Inc.

Why Choose Singular as your Next CRM for Financial Advisors?

Integrated Compliance Tools To Keep You Regulator Ready. Transform your practice—manage clients, ensure compliance, and boost growth with Singular by Patrina

01

Unified Platform

Access client and compliance management tools from a single platform, simplifying your technology stack and reducing operational complexity.

02

Scalability

Grow your business without worrying about outgrowing your solution—singular scales with your needs, whether you have 10 customers or 10,000.

03

User-Friendly Interface

Navigate effortlessly with an intuitive interface designed for both investment advisors and compliance professionals. Finally, a tool that bridges the gap between your client-facing team and your behind-the-scenes compliance professionals

04

Comprehensive Compliance Coverage

Address regulatory requirements specific to your industry with confidence, leveraging built-in compliance frameworks and updates.

05

Private Cloud-Based Accessibility

Access Singular anytime, anywhere, with secure private cloud hosting. Collaborate with your team and manage your business on the go.

FAQs

What makes Singular different from other CRMs?

Unlike generic CRMs, Singular is purpose-built for financial advisors and broker-dealers. It combines powerful client relationship tools with integrated compliance workflows—so you don’t have to stitch together multiple platforms or worry about regulatory gaps.

Is email archiving really included at no extra cost?

Yes. Singular includes 17a-4 compliant email archiving as part of your $25/user plan. No hidden fees, no long-term or auto-renewing contracts.

How do the integrations work with Plaid and LinkedIn?

Singular integrates directly with Plaid to pull in live holdings and transaction data, giving you a holistic view of your clients’ financial activity. With LinkedIn, advisors can initiate compliant outreach using preapproval workflows, helping you grow your book while staying within the rules.

Can Singular scale with my firm as we grow?

Absolutely. Whether you’re a solo advisor or managing hundreds of reps, Singular is built to scale. From customizable workflows to cloud-based access and centralized compliance tools, it grows with your team—without getting in the way.

SPECIAL OFFER

All-In-One CRM. Just $25 Per User. Start Your Trial Today!

Book a quick demo this month and get 30 days to test drive Singular.

No setup fees. No surprises. Just smarter operations from day one.

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