At AdvizorPro, we believe the best innovation isn’t always loud. Sometimes it’s the quiet, behind-the-scenes improvements - new models, sharper logic, and cleaner data - that make the biggest impact on how our clients work.

The latest release of our intelligence engine, AdvizorPro AI (formerly ContactIQ), represents that philosophy in action. Each release strengthens the data foundation behind our platform, helping asset managers, recruiters, and wealthtechs find, understand, and engage advisors with greater precision and confidence.

For a closer look at how AdvizorPro’s intelligence supports advisor engagement, explore our Advisor Demographics Report 2025

A Foundation Built on Trusted Data

Our earliest AI initiatives weren’t focused on flashy interfaces or automation. They were built to solve a deeper problem: how to continuously verify, connect, and enrich millions of advisor, firm, and investment records and deep unstructured data with accuracy and context.

That foundation remains the core of AdvizorPro AI today.

Our models use natural language processing, pattern recognition, and entity resolution to maintain the industry’s most complete and reliable dataset. We’ve built an intelligence engine that goes beyond off-the-shelf LLMs - blending deep industry expertise with advanced large-language-model capabilities in a powerful, purpose-built system. Because in our world, AI is only as good as the data it learns from.

What’s New in This Release

The latest generation of AdvizorPro AI expands the impact of our intelligence engine - moving beyond the back end to directly enhance the client experience.
Building on years of data quality and infrastructure innovation, this release brings broader data coverage, faster refresh cycles, and smarter in-platform discovery features designed to make every interaction smoother, faster, and more insightful.

Learn more about how these updates connect with TrafficIQ, our data intelligence suite that helps identify real-time advisor activity and intent.

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Under AdvizorProAI, we’re also introducing a new layer of front-facing capabilities that put our intelligence directly in users’ hands:

• Chat with a Firm or Person Profile – Instantly ask natural-language questions about an advisor or firm and get contextual, data-driven answers - including personalized email drafts, meeting prep notes, and conversation context directly from deep AdvizorPro data.
  
  
• Smart Search – Go beyond filters to find relevant firms, strategies, or contacts based on intent, not just keywords.
  
  
• Recommendation Engine – AdvizorPro AI analyzes behavioral and structural patterns across millions of advisor and firm records to surface best-fit prospects with similar characteristics - automatically, and without lifting a finger. Every search, export, and insight you run trains the system to get smarter, helping distribution teams focus where growth is most likely to happen.
  
  

Behind these features, our core data engine continues to evolve:

• Smarter Matching – Understand how advisors, teams, and firms truly connect. Cleaner relationships mean clearer insights and fewer gaps in your data.
  
  
• New Behavioral Signals – Expanded indicators that surface advisor growth, transitions, and category trends earlier.
  
  
• Adaptive Confidence Scoring – Our AI continuously learns from every verification cycle to sustain industry-leading precision across millions of records.
  
  

You’ll also see noticeable gains in coverage across key data dimensions:

Each improvement compounds the last - building a continuously learning system that makes AdvizorPro smarter, faster, and more valuable with every update.

What It Means for You

Every innovation inside AdvizorPro AI is designed to translate directly into better outcomes for your team.

• Sharper Prospecting: More complete advisor and firm relationships for higher-confidence targeting.
  
  
• Fresher Insights: Faster recognition of advisor moves, mergers, and product momentum.
  
  
• Smarter Integrations: Stronger data alignment in your CRM and analytics workflows.
  
  
• Actionable Intelligence: Reliable, up-to-date information that informs every outreach, campaign, and growth strategy.
  
  

Our Philosophy: AI That Works Quietly and Powerfully

We don’t see AI as a headline feature - it’s part of the infrastructure that powers everything we deliver. AdvizorPro AI amplifies human intelligence, giving sales and marketing teams the clarity to make better decisions faster.

Our approach is simple: Clean data. Smart models. Real results.

What’s Ahead

The next phase of AdvizorPro AI will accelerate innovation even further, expanding how our platform learns, adapts, and delivers actionable insights to clients. Each release builds on this foundation, reinforcing AdvizorPro as the most accurate and intelligent data platform in the wealth management industry.

Start your free trial to experience how AdvizorPro AI can power smarter discovery, deeper insights, and stronger advisor engagement.

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