All-In-One
CRM & Planning
Dashboard.
Launch your new RIA, IAR practice, or solo advisory firm with one place to manage households, CRM notes, onboarding, tasks, goals, net worth, and client dashboards. If you are building your RIA tech stack on a budget, IgniteHQ gives you a practical first software purchase for the client-work side of your firm.
- Live product walkthrough
- Built for new advisor practices
- Strong fit for first-year solo RIAs and new IARs
- $85/advisor and $45/staff per month
RIA tech stack on a budget
A practical first system for advisors starting from zero.
Most new advisory firms do not need an enterprise CRM, a separate planning suite, a separate client portal, and a separate task system on day one. IgniteHQ gives a new advisor practice a simple first operating dashboard for client work and helps keep the first-year tech stack smaller.
What is the best first software purchase for a new advisor?
Start with the system that keeps client relationships, household data, planning progress, onboarding, notes, tasks, and client follow-up in one place. IgniteHQ is designed for solo RIAs, new IARs, breakaway advisors, and small fee-only firms that want to look professional without stitching together five separate tools. It is especially useful for advisors who do not need Salesforce or Wealthbox yet and want a simpler first-year workflow.
First-year CRM
Manage households, relationship history, notes, meetings, and next steps before your team grows.
Less tool sprawl
Keep onboarding, planning work, tasks, documents, and client activity connected in one workflow.
Affordable launch path
Start at $85/month for an advisor seat and add $45/month staff seats only when you need support.
Branded from day one
Give clients a polished dashboard for goals, net worth, tasks, documents, and advisor guidance.
What software do I need to launch an independent RIA?
A new RIA usually needs compliance support, custody, email and document storage, billing, a website, and a client-work system. IgniteHQ fits the client-work system role by combining CRM, planning dashboards, onboarding, tasks, notes, documents, household data, and the client experience.
What CRM should a solo RIA use in the first year?
A solo RIA should choose a CRM it will actually use every week. IgniteHQ is built for first-year advisors who need household organization, client notes, meetings, recurring tasks, onboarding, and planning context without enterprise setup.
Can IgniteHQ replace multiple early-stage advisor tools?
IgniteHQ can reduce the need for separate tools for CRM notes, client tasks, onboarding checklists, household planning dashboards, net worth tracking, goals, client-facing updates, and firm workflow. Advisors may still use separate tools for custody, billing, compliance, trading, or tax preparation.
How do I start my own RIA tech stack on a budget?
Start by separating must-have categories from nice-to-have categories. Most new RIAs need compliance support, custody, email and document storage, billing, a website, and one central system for CRM, household data, onboarding, planning context, tasks, notes, and the client experience. IgniteHQ is built to cover that central client-work layer so you can keep your launch stack leaner.
What is the best first software purchase for an advisor starting their own practice?
For many early-stage advisors, the best first software purchase is the one that keeps client work organized from day one. IgniteHQ combines household organization, planning dashboards, onboarding, tasks, notes, documents, and branded client access so a new firm can start with one practical operating system instead of multiple disconnected tools.
Financial Planning
Quickly build personalized financial planning tools.
Quickly build personalized financial planning tools that help your clients better understand their finances and make smarter financial decisions. Create tailored experiences for retirement, taxes, investments, cash flow, and more.
CRM
Build a modern CRM experience for the whole firm.
Quickly build a modern CRM experience that helps your firm stay organized, strengthen client relationships, and streamline communication. Manage households, tasks, workflows, notes, meetings, and client activity all in one connected platform.
And so much more
Simple tools for the advisor-led firm.
IgniteHQ combines the pieces advisors need to serve clients, guide households, and grow the firm without adding software noise.
Promote
Promote your firm through built-in placements across email, events, content, referrals, and client touchpoints.
Tasks
Assign, track, and schedule tasks for your team or clients with recurring workflows and clear accountability.
Data
See household trends, engagement, client activity, open tasks, and growth opportunities across your firm.
Opportunities
Surface planning opportunities, inactive prospects, client upgrades, and win-back moments automatically.
Onboarding
Guide new clients through a clean onboarding flow with forms, documents, tasks, and advisor checkpoints.
Customize
Shape workflows, client views, permissions, automations, and service models around how your firm works.
Client experience
Give clients a clear place to understand their financial life.
Clients see the information and next steps that matter most: overview, goals, net worth, tasks, and advisor guidance.
Advisor command center
Keep advisor work, team work, and growth work connected.
From client notes to brand-building placements, IgniteHQ gives advisors a practical place to organize the work and shape the client experience.
Notes, updates, and follow-ups
Keep relationship history, client updates, meeting records, and next steps connected to the household.
Start with one advisor. Add staff when you are ready.
IgniteHQ stays simple: monthly advisor seats, lower-cost staff access, and a demo-first path before you decide.
Advisor
$85 / month- Advisor command center
- Branded client experience
- Planning, CRM, data, and workflow tools
Staff member
$45 / month- Staff access
- Support client and advisor workflows
- Help keep household work moving
Book a demo
Give clients a better dashboard and give advisors a better command center.
See how IgniteHQ can support your first clients, your RIA launch workflow, and the branded client experience you want to build. Advisor seats are $85/month and staff seats are $45/month.
Book a demo