AdvizorPro. Now Inside the AI Tools You Already Use.
Connect AdvizorPro to Claude, ChatGPT, and more. Ask questions about advisors, firms, and territories - and get live answers, right inside the AI tools your team already uses.
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Ask Questions. Get Answers. Fast
These aren't hypotheticals. Each one works today - inside Claude and ChatGPT, powered by live AdvizorPro data.
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What Good Is an AI Assistant That Doesn't Know Your Industry?
Your team is already using Claude and ChatGPT to prep for meetings, research accounts, and plan their days, and now the intelligence that actually matters is part of that conversation.
AdvizorPro connects directly to the AI tools your team already uses, so you can get a full brief on an advisor before you call, know what a firm holds before you walk in the door, and see which RIAs are actively evaluating you, all as a live answer to a simple question, working alongside your calendar, inbox, CRM, and beyond.
Here's What Your Team Can Do Right Now.
Get Pre-Call Briefs in Seconds
Ask your AI assistant about any advisor or firm and get a full brief - AUM, team structure, custodian relationships, ETF holdings - before you pick up the phone. The meeting prep that used to take 20 minutes now takes seconds.
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Know Tomorrow's Meetings Before Tomorrow
Ask to pull your calendar and brief you on every advisor you're meeting with - who they are, what they manage, where they came from, and what to know walking in. One message the night before, and you're ready.
Track Advisor Moves As They Happen
Ask which advisors have moved firms in the last 30 days and get an instant summary - who left, where they landed, which firms are growing, and more. Know what's happening in the market before your competitors do.
See Who's on Your Website Right Now
Ask for your latest website visitors and get a live table of matched firms - pages viewed, visit frequency, opportunity score. Know which RIAs are checking you out before you reach out.
Research Any Firm or Contact on the Fly
Drop a name, CRD number, or firm into the conversation and get back a full profile instantly. No searching. No clicking. Just answers.
Start Every Morning With an Industry Briefing
Ask for the latest news and get a quick digest - advisor moves, M&A, product launches, and regulatory updates — all pulled from AdvizorPro and summarized in seconds.
Set Up in Minutes. Works in the Tools Your Team Already Uses.
Step 1 — Connect
Plug AdvizorPro into Claude or ChatGPT in minutes. No complex builds. No IT ticket. Just connect and go.
Book A Quick DemoStep 2 — Ask
Your team asks questions in plain English - about an advisor they're meeting tomorrow, a firm they're researching, or what's happening in their territory right now.
Book A Quick DemoStep 3 — Get Live Answers
AdvizorPro intelligence comes back instantly, right inside the conversation. Current, accurate, and ready to use.
Book A Quick DemoStep 4 — Take Action
Brief your team, enrich your CRM, draft your outreach - all without leaving the tools your day already runs on.
Book A Quick DemoDeep Advisor Data. Instant access
Firm AUM and Business Mix
Know exactly how big a firm is, what they manage, client types, tech stack, and how they allocate.
Advisor History and Registration
See where an advisor came from, how long they've been at their current firm, and what their track record looks like.
ETF and Fund Holdings
Find out which funds an advisor or firm holds -and which competing products sit right next to yours.
Platform and Tech Stack
Know which custodians, TAMPs, CRMs, and portfolio management tools a firm is using. Walk in ready to speak their language.
Advisor Moves and Breakaway Activity
See who's changing firms, who's going independent, and which firms are winning the recruiting battle right now.
Website Visitor Intelligence
Know which firms are landing on your site, what they're looking at, and how many times they've come back.
Verified Contact Info
Direct emails, phone numbers, and Linkedin profiles for advisors and their teams - validated continuously, not collected once and forgotten.
All of It, Inside Your AI
Ask once. Get everything. No logins. No tab-switching. No waiting.
CRM and Data Warehouse Integration
Sync RIA firms, advisors, and technology attributes directly into Salesforce, HubSpot, Microsoft Dynamics, Snowflake, or custom environments.
Push It All Into Your CRM
Research an advisor in Claude, enrich a contact in ChatGPT, pull a firm profile mid-conversation - and send it straight into your CRM without touching a single field. What your team finds in AI stays with them in the CRM.
What Changes When Your AI is Connected to AdvizorPro
Before AdvizorPro
- AI tools your team loves - but with no wealth management data behind them
- Jumping between Claude, AdvizorPro, and your CRM just to prep for one call
- Pre-call research that takes too long and still misses things
- Your most experienced people know where to find the data. Everyone else is guessing.
With AdvizorPro
- Ask a question in Claude or ChatGPT - get a live, accurate answer in seconds
- Full firm and advisor profiles surfaced before every meeting, automatically
- CRM records enriched as your team works - no manual entry
- Everyone walks in knowing the room, not just the people who've been around long enough to know where to look
- The intelligence your best people rely on, available to your whole team
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Your AI Is Ready. Give It the Best Data in Wealth Management.
Connect AdvizorPro to Claude and ChatGPT today. Your team starts getting live wealth management intelligence in every conversation immediately.
Frequently Asked Questions
It takes minutes. You connect AdvizorPro to your AI tool of choice and you're live via your preferred AI agent’s connector settings. No engineering required.
Yes - both are supported today. It also works with any tool built on the MCP open standard.
Live. No exports. No stale spreadsheets. When you ask a question, you get the most current data AdvizorPro has.
No - it extends it. You still get the full platform. This just makes the intelligence available wherever your team already works.
No problem. The MCP standard is being adopted across every major AI platform. Connect once and the intelligence travels with your team.