Episode
AdvisorCRM Launches AdvisorCRM Studio to Help Advisors Build Custom Apps Without Coding
- Podcast
- Global Economic Press
- Published
- Sep 14, 2026
- Duration seconds
- 382
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Summary
In this episode of Global Economic Press, Alex Brady delves into the transformative potential of financial technology with a spotlight on AdvisorCRM's latest innovation, AdvisorCRM Studio. This groundbreaking platform empowers advisory firms to build custom applications without the need for coding, offering unprecedented flexibility and control. For more information about AdvisorCRM Studio, visit AdvisorCRM's website. The episode explores how this new tool allows firms to create tailored tools, reports, and workflows using plain language, thereby enhancing their operational efficiency and client service capabilities. AdvisorCRM Studio addresses the challenges faced by firms that have outgrown rigid software solutions but lack the resources to develop custom technology from scratch. By providing a single foundation for all solutions, it eliminates the fragmented experience of disconnected tools and duplicate client records. Security is a key feature, with each firm having its own dedicated database, ensuring data integrity and protection. The platform's consultative approach, introduced at the 2026 Future Proof Festival, guides firms through the process of defining outcomes and building applications, ensuring a seamless integration into their existing operations. This episode highlights how AdvisorCRM Studio is set to revolutionize the financial advisory landscape by offering a more unified and flexible operating foundation.