Operations
What is the best CRM for a UK IFA firm?
Last reviewed 22 April 2026 · Reviewed by Jake McQuillan
Quick answer
What is the best CRM for a UK IFA firm?
The best CRM for UK IFAs depends on scale — Intelliflo, Iress Xplan and Curo lead the regulated-back-office space; HubSpot and Pipedrive are common front-office options integrated with adviser back-office.
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CRM for UK IFAs is a two-layer question. The regulated back-office (fact-find, suitability, documents) is typically Intelliflo, Iress Xplan, Curo, Plannr or similar. The front-office (leads, pipeline, nurture) is often HubSpot, Pipedrive or ActiveCampaign, integrated to the back-office via API or Zapier. Smaller firms sometimes collapse both into one. The key requirement for lead generation is open API and offline conversion export.
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