Platform Features
Everything you need to identify, score, and engage high-intent prospects — purpose-built for RIAs, wealth managers, and financial planners who compete on intelligence, not cold volume.
The Advisor Workflow
Detect
Continuous monitoring of public signals — promotions, layoffs, M&A, and liquidity events — scored for wealth and intent.
Prioritize
Composite scoring surfaces executives and founders when financial planning needs are highest and competition is lowest.
Engage
AI playbooks deliver compliant, channel-specific outreach tailored to each trigger — from LinkedIn to email follow-up.
Convert & Retain
Save prospects, export to CRM, and use retention-stage messaging to deepen relationships post-conversation.
Trigger Intake Engine
Automated ingestion from Google News, press releases (PR Newswire, Business Wire), and public business registries (SEC, ASIC, Companies House). Runs every 4 hours with deduplication and confidence scoring.
Prospect Intelligence Dashboard
Search and filter by country, state, industry, job title, date range, trigger type, and wealth/intent/opportunity scores. Global text search across names, companies, and headlines.
AI Playbook Generator
One-click generation of four-stage outreach sequences: LinkedIn connection notes (300 char max), 3-step booking DMs, email/SMS/LinkedIn follow-ups, and post-call retention strategies.
Compliance Layer
Every playbook includes compliance disclaimers. AI prompts enforce no guarantees, no product recommendations, and no performance promises — aligned with financial advisory regulations.
Saved Prospects & Notes
Save high-value prospects with advisor notes. Build a personal pipeline with full trigger context and scores preserved.
Analytics & Trends
KPI dashboard with trigger distribution, industry breakdown, geographic insights, and 12-week activity trends for playbooks, saves, and new prospects.
Export Engine
Export filtered or saved prospect lists as CSV, XLSX, or PDF — ready for CRM import or team sharing.
LinkedIn Discovery (Safe)
One-click Google search for LinkedIn profiles — no scraping, no automation. Compliant prospect research only.
Playbook Regeneration
Regenerate AI playbooks anytime with updated context. Instant template fallback when AI providers are unavailable.
Enterprise Security
HTTP-only JWT cookies, CSRF protection, RBAC, multi-tenant isolation, audit logging, and rate limiting.
Invitation-Only Onboarding
Super admins invite advisors via secure email links. No public registration — your firm controls access.
Market Intelligence Module
Dedicated views for trigger distribution, industry concentration, and geographic opportunity — helping advisors allocate prospecting time strategically.
Activity Feed
Track weekly playbook generation, saves, and new prospect volume so team leads can measure adoption and pipeline momentum.
Multi-Tenant Firm Isolation
Each advisory firm operates in a fully isolated data tenant. Super admins manage users, invitations, and platform health from a dedicated console.