Neuromorph Systems Launches Kestrelbox CRM Ending Manual Data Entry for Financial Advisors

NEW YORK - EntSun -- Neuromorph Systems (https://www.neuromorph.systems/) today announced the public launch of its wealth management CRM, Kestrelbox, the first platform purpose-built to bridge the gap between digital marketing and practice management for Registered Investment Advisors (RIAs) and independent financial advisors.

While legacy platforms like Redtail (founded 2003) and Wealthbox function primarily as client databases, Kestrelbox (https://kestrelbox.com/) introduces a "Speed-to-Lead" architecture that eliminates the manual data entry plaguing high-growth advisory firms. By integrating native Web Forms (https://kestrelbox.com/features/web-forms), Digital Onboarding, and Compliance Automation (https://kestrelbox.com/features/compliance) directly into the CRM core, Kestrelbox (https://kestrelbox.com/)is the first platform that actively grows an advisor's practice — not just organizes it.

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"Financial advisors have been stuck with filing cabinet software for twenty years," said the Founder of Neuromorph Systems (https://www.neuromorph.systems/). "We looked at the aggressive automation used in real estate and mortgage tech and asked: why can't advisors have this? With Kestrelbox (https://kestrelbox.com/), a prospect fills out a risk assessment on your site, and instantly — without a single click from the advisor — a Household is created, a compliant audit trail begins, and an automated welcome sequence is fired. It's not just a CRM (https://kestrelbox.com/). It's an intake engine."

Key capabilities at launch:

• Native Web Forms (https://kestrelbox.com/features/web-forms) with drag-and-drop builder that auto-create Household records on submission
• Household-Centric Data Model grouping spouses, dependents, attorneys, and CPAs naturally
• SEC/FINRA Compliance (https://kestrelbox.com/features/compliance): immutable audit logs and automatic SMS consent tracking on every interaction
• Speed-to-Lead Automations: SMS and email sequences triggered within seconds of form submission
• Activity Stream: real-time team collaboration feed organized by household
• Client Portal: white-labeled portal allowing clients to view policies, documents, and scheduled reviews
• AUM & Financial Account Tracking with net worth snapshots and goal progress

Kestrelbox (https://kestrelbox.com/) is available immediately at kestrelbox.com with plans starting at $197/month. A 14-day free trial is available with no credit card required.

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About Kestrelbox (https://kestrelbox.com/): Kestrelbox is the growth-focused CRM for modern financial advisors, built on the belief that practice management software should reduce administrative burden, not add to it. By combining household intelligence with marketing automation and native compliance tooling, Kestrelbox helps independent advisors and growing RIA firms win more AUM, serve clients better, and stay audit-ready by default.