If you’re an ETF issuer, model portfolio provider, or private fund marketer, there’s a good chance your website is generating interest from RIAs and family offices—but you don’t know who they are.
And if you’re relying on Google Analytics or HubSpot for visitor tracking, you’re only getting half the picture.
That’s where TrafficIQ by AdvizorPro makes the difference.
Why RIA Website Visitor Tracking Matters
Advisors are increasingly researching investment products online—especially:
- ETF detail pages
- Product comparison grids
- Performance calculators
- Whitepapers and other thought leadership
But if they don’t fill out a form or engage directly with your team, that traffic disappears.
Real-world scenarios:
- A private credit manager sees increased visits to their income-focused fund page—but can’t identify the RIAs or family offices behind it
- An ETF issuer notices spikes in traffic to a thematic product page
- A model portfolio provider struggles to convert top-of-funnel traffic into real advisor conversations
In all cases, you’re seeing signals—but missing identity.
The Problem With Cookie-Based Tracking
Most marketing platforms, like HubSpot or Google Analytics, rely on cookies or form fills to capture user identity. This approach falls short:
- Visitors must accept cookies (increasingly unlikely)
- Device switching breaks continuity
- You’re left with behavior—but no firm-level context
And crucially, it’s rarely helpful for prospecting new firms who haven’t yet entered your CRM.
How TrafficIQ by AdvizorPro Solves This
TrafficIQ identifies anonymous RIA and family office website traffic by matching it to AdvizorPro’s proprietary database of 47,000+ RIAs, family offices, and broker-dealers. It provides:
- Firm Name
- AUM
- Custodian
- Tech Stack (Orion, Envestnet, Tamarac, etc.)
- Holdings & Strategy Tags
- Traffic Source & Visit History
In many cases, TrafficIQ also leverages location signals to narrow down the visitor to a single contact or a small group of advisors within a firm—especially helpful when you’re dealing with large enterprises like LPL.
For example, if a visitor is identified as an LPL advisor from White Plains, NY, we can surface a short list of matching LPL reps in that location, complete with contact data and additional profile insights—making the intelligence not just interesting, but actionable.
This gives sales and marketing teams the ability to act on real-time, high-fit interest—even when no one fills out a form.
What You Can Do With This Data
ETF Issuer
Sees multiple RIAs visiting thematic fund pages.
→ Sales team is alerted
→ CRM is updated with firm profile and details of RIA website activity
→ Targeted follow-up begins the same week
Model Portfolio Provider
Runs a lead-gen campaign for TAMP-based models.
→ Matches site visitors to webinar registrations
→ Prioritizes follow-up to firms with repeat visits and $500M+ AUM
Private Credit Fund
A private credit manager sees a spike in traffic to its Direct Lending and Opportunistic Yield strategy pages – from RIAs and family offices.
→ TrafficIQ identifies which firms are engaging, including those not yet in the CRM, and surfaces their AUM, custodian, and key decision-makers—fueling targeted outreach.
Works Seamlessly With HubSpot, Salesforce, and More
TrafficIQ isn’t a replacement for your CRM or marketing platform—it’s an upgrade.
You can:
- Sync TrafficIQ data into Salesforce, HubSpot, Dynamics, or your preferred CRM
- Trigger workflows based on activity triggers, AUM, or strategy interest
- Enrich every record with deeper context for sales and marketing
Whether your team is using outreach cadences, ABM, or product-led growth, TrafficIQ gives you the “who” behind your traffic.
Don’t Let Valuable Web Traffic Stay Anonymous
If you’ve been asking, “How can I identify RIAs visiting my website?”—TrafficIQ is the answer.
With one layer of intelligent visibility, you can uncover the firms already researching your products and act before your competitors do.
TrafficIQ by AdvizorPro helps asset managers connect with the right firms, at the right time—no form fill required.
