Kestrelbox
The CRM that onboards clients for you.
4 followers
The CRM that onboards clients for you.
4 followers
Kestrelbox is the all-in-one wealth management CRM for financial advisors. Manage client households, track AUM, automate client outreach, and maintain FINRA/SEC compliance — all from one platform. Integrated Web Forms, Speed-to-Lead automation, and Household-centric management. Stop manually entering data and start growing AUM.
Hey Product Hunt! I’m the maker of Kestrelbox.
I spent years building high-velocity outreach tools for Real Estate investors (LeadRapid), and I noticed something strange about the Wealth Management industry: The tech was stuck in 2010.
Advisors managing millions in AUM were still printing PDF intake forms and manually typing data into clunky databases like Redtail or Salesforce. They were great at storing data, but terrible at capturing it.
So I built Kestrelbox.
It’s the first Wealth Management CRM built around "Speed-to-Lead."
How it's different:
1) Integrated Web Forms: Drag-and-drop forms for your website that auto-create
2) Household records in the CRM. No Zapier needed.
3) Instant Automation: When a lead submits a form, Kestrelbox can instantly fire a compliance-logged SMS or Email welcome sequence.
4) Household First: We don't just track contacts; we track families, trusts, and estates naturally.
5) Audit-Ready: Every action is timestamped for SEC/FINRA compliance.
I’d love to hear your feedback! Are you an advisor? How much time do you spend on data entry?
Let me know in the comments! 👇