Art.industries

Art advisors

Software for art advisors

Manage client collections, send curated proposals, and keep every gallery relationship in one place.

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For independent advisors and small firms working across multiple clients.

Built for how advisors actually work

Client collections

A private view per client: works owned, locations, insurance values, condition notes. Invite the client read-only when you want.

Collection management

Source CRM

Track each gallery, dealer, and auction house with notes, typical discounts, and recent offers.

CRM

Many clients, one workspace

Three clients fit in your head. Eight do not. Keep each collection, brief, and open proposal separate without losing context when a gallery calls back.

  • Active briefs run against incoming offers so matching work surfaces when it appears.
  • Tag proposals by client and stage: to view, viewing, considering, reserved, declined.
  • Declined works stay flagged so you do not pitch them again by mistake.
  • Adding a work for client A warns you if it is already in play for client B.
Advisor reviewing client portfolios on a tablet

Fair week, sorted

Twelve booths, three clients, dozens of candidate works. Log conversations at the fair and send follow-up rooms the next morning.

  • Load each client's active wants on your phone before the first walk-through.
  • Capture new works and gallery conversations in under a minute with a client tag.
  • Build a private viewing room per client from the shortlist with source media intact.
  • Log reserves, passes, and counters on both the work and the source gallery.
Art fair walk-through with curated works

Confidential on both sides

You protect your client. The gallery protects the consignor. Permissions keep each side seeing only what the deal requires.

  • Client portals show only their collection: provenance, condition, locations, insurance values.
  • Senior partners see everything; junior advisors see the clients shared with them.
  • Galleries see proposal scope, not your client identity, until the deal closes.
  • Final invoices show advisor commission, dealer commission, and consignor share without a settlement spreadsheet.
Private discussion between advisor and collector

FAQ

Can client collections stay private from galleries?
Yes. Your workspace is separate from any gallery's. You see what galleries share with you; they do not see your client list, collections, or preferences.
How is this different from gallery CRM?
Same data model, different focus. Advisors emphasise client collections, proposals in flight, and source galleries. Galleries emphasise inventory they represent and collectors they sell to.
Can clients view their own collection?
Yes, through a private portal scoped to works they own. They see provenance, condition, locations, and insurance values. Not your other clients or pricing notes.
How do I avoid pitching the same work to two clients?
Each proposal is tagged with client and source. Adding a work for client A flags if it is already in play for client B. Past declines surface before you pitch again.
Do you support foundations and family offices?
Yes. Institutional clients use the same contact model with extra fields for board, trustees, and finance contacts. Acquisitions and donations log as standard collection events.
Do you handle appraisals and market valuations?
Insurance values are built in; appraisal documents attach to works. Live auction comparables are not built in. Most advisors attach external valuation reports.
Can several advisors at one firm share clients?
Yes. Scope permissions per client. Senior partners see everything; junior advisors see what their seniors share. Source relationships can be firm-wide.

Related pages

Try it with three real clients

Bring three clients into free Core, log their collections and active wants, and send each a proposal room. You will know within a week if it fits.

Try for free See pricing