AdvizorPro: A Modern Alternative to Legacy Databases Like ISSMI

AI-powered insights
Real-time data
Deeper Data Insights

See the Difference:

CRM Integration
HubSpot, Salesforce, and Dynamics.
Salesforce; other options unclear.
Lead Scoring
AI-driven lead scoring based on real growth signals, intent data, and platform alignment.
Not available.
Pricing
Competitive pricing with enterprise-grade intelligence.
Unknown.
Website Visitor Data
TrafficIQ identifies which firms are visiting your website.
Not Avaliable
Tech Stack Intel
In-depth data across CRMs, portfolio platforms, custodians, and planning tools.
Unknown.
Data Collection
AI-powered automation with human oversight, accurate, real-time data.
Legacy infrastructure with a hybrid collection model.
AI Search + MCP
Natural language AI search and MCP server access live data inside Claude, ChatGPT, etc.
Not available.
ETF Intelligence
Robust ETF intelligence beyond basic 13F data.
13F data available, distributed across multiple products.
User Interface
Modern, intuitive interface with customizable dashboards built for sales and marketing teams.
Functional; less emphasis on modern UX.
List Matching
Native list matching, fast, accurate, no manual effort required.
Manual processing required; no native automation.
Teams Data
Updated wirehouse and aggregator team data with verified contacts. Refreshed more frequently.
Teams data available
Chrome Plugin
Surfaces advisor and firm profiles directly in your browser.
Not available.
Web & ADV Search
Keyword search firm websites and ADV filings directly within the platform.
Not Avaliable
Customer Support
Dedicated onboarding, implementation support, and ongoing customer success from day one.
Customer support available.
Modern Leader
Standard Feature
Outdated
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How It Works

1.

Discover high-intent advisors instantly

2.

Analyze signals with AI-powered scoring

3.

Identify decision-makers & teams

4.

Take action with enriched CRM data

Who AdvizorPro Is For

Built for How You Grow

ETF Issuers

Challenges:

Hard to identify advisors actively allocating to ETFs

Here is How We Solve It:

  • ETF Intent Signals
  • Targeted Prospecting
  • Firm-Level Insights

Outcome:

Drive more ETF adoption with the right advisors

Asset Managers

Challenges:

Struggling to find high-quality advisors at the right time

Here is How We Solve It:

  • Real-Time Intent Signals
  • AI Lead Scoring
  • Team Intelligence

Outcome:

Build a stronger, higher converting pipeline

Alternatives Managers

Challenges:

Difficult to find advisors open to alternative investments

Here is How We Solve It:

  • Alt Investment Signals
  • Qualified Targeting
  • Deep Firm Data

Outcome:

Connect with advisors ready for alternative allocations

WealthTech

Challenges:

Hard to identify firms actively evaluating new technology

Here is How We Solve It:

  • Tech Adoption Signals
  • Smart Prospecting
  • AI Search Experience

Outcome:

Shorten sales cycles and improve win rates

Recruiting & M&A

Challenges:

Limited visibility into advisor movement and deal opportunities

Here is How We Solve It:

  • Move Signals
  • Relationship Mapping
  • Firm Intelligence

Outcome:

Close deals faster with better-timed outreach
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The Proof is in the Pipeline

“The team from AdvizorPro could not be more helpful. Not only do they provide great training both directly and via video tutorials, but they are also available for one-off questions at a moment's notice. Super knowledgeable and super responsive!”

Chris Lee
Managing Director, Vest

"A big round of applause to your entire team; I’m glad to have you as our partner!"

Charla Easterbrook
AVP, iCapital

“It’s rare to find a partner with both robust data and amazing service, AdvizorPro delivers both. Turning data headaches into actionable insight.”

John Vander Vennet
CRO, YCharts

“It’s rare to find a partner with both robust data and amazing service, AdvizorPro delivers both. Turning data headaches into actionable insight.”

Andy Bryant
Sales Development Manager, SS&C

“It is not often that I am wowed by a vendor, but the team at AdvizorPro goes above and beyond. The service level is unmatched and their product has been an integral part of our sales process from day 1 of our relationship.”

Eric McArdle
Head of Advisor Solutions, Liquid Strategies

“AdvizorPro's team builds & offers high-quality tools for asset managers  looking to grow and scale their outreach/customer relationship processes. Their tech team is progressive and quick to adapt to changes in our needs. The customer service is excellent.”

Eric M.
Head of Advisor Solutions

“The quality off the data and the service are stellar. It's rare to get both and I must say amazing competent service. I cant recommend the team and their services more highly.”

Leigh E.
Chief Executive Officer
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