AdvizorPro now works directly inside Claude, ChatGPT, and the AI tools your team already uses.

AdvizorPro now works directly inside Claude, ChatGPT, and the AI tools your team already uses - and inside the CRMs they live in every day, including Salesforce, Dynamics, and HubSpot. The most comprehensive intelligence platform in wealth management is now available wherever you actually work.

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The problem: AI is where your team thinks. The data is somewhere else.

Sales and distribution teams have started using Claude and ChatGPT for almost everything - prepping for meetings, researching accounts, drafting outreach, reviewing territories. But when it's time to get the actual intelligence that matters - firm AUM, advisor history, custodian relationships, platform stack, ETF holdings, book size - the flow breaks. You jump to AdvizorPro. Or your CRM. Or you ask someone who has the data. Context gets lost. The meeting starts before you're ready. AI becomes another tab instead of a real edge.

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The shift: Your AI conversation becomes your pre-call intelligence brief.  

With AdvizorPro connected to your AI tools and CRMs, your team can move from question to answer in seconds - without switching tools, copy-pasting data, or building briefs that should take a minute instead of an hour.

The best distribution teams have always had an edge before the meeting. They walk in knowing the room. We built the connection so that's effortless for every person on your team.

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We Go Where Your Team Works.  

Your team isn't living in one tool. They're in their CRM, their AI assistant, their inbox. Our job is to make sure AdvizorPro intelligence is there with them - not waiting in another tab.

That means asking your AI assistant a question and getting a live, accurate answer back in seconds. Things like:

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💬 "Look at my calendar tomorrow and give me a brief on every advisor I'm meeting with - personally and professionally."

💬 "I'm about to get on a call with Sarah Smith at UBS. Pull her profile and tell me everything I need to know."

💬 "For my upcoming trip to Denver, use my saved AdvizorPro list to brief me on every advisor I'm visiting."

💬 "Does Midtown Private Wealth hold any IBIT? I'm meeting with their principals later today."

💬 "Which RIAs have picked up the most advisors in the last 30 days?"

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These aren't hypotheticals. Each one works today - inside Claude and ChatGPT, powered by live AdvizorPro data.

The question used to be: "Did you pull the AdvizorPro data before the call?" It shouldn't be a question anymore.

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What You Can Do in a Single Conversation

These prompts aren't hypothetical. Here's exactly what's possible when AdvizorPro is connected to your AI workflow.

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Monitor Breakaway Activity in Real Time

Ask Claude for the latest moves from the Breakaway widget and get an instant summary — total breakaways over the last 90 days, the most active source firms, top landing destinations, and a day-by-day chart of when clusters happened.

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Track Advisor Movement Across the Industry

Pull an advisor moves summary and see volume trends across the entire industry — thousands of moves, peak activity days, and the specific clusters worth paying attention to. Spot where firms are winning, which wirehouses are losing advisors, and what's happening today.

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Start Every Morning With an Industry Briefing

Ask for the latest industry news and get a categorized digest — advisor moves, M&A deals, product launches, research, and regulatory updates — all pulled from AdvizorPro and summarized in seconds. Stay up to date with all things finance. 

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See Who's on Your Website Right Now

Ask Claude to show your recent TrafficIQ visitors and get a live table of matched firms — last visit time, total visits, opportunity score, pages viewed, and whether they came in through an ad campaign or direct. Know which firms are actively evaluating you before you reach out.

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Drill Into Any Visitor Instantly

Spot a firm in your visitor list and want to know more? Ask Claude to drill in. You'll get their full session history — every page, every visit, every location — plus AI-generated observations about what the behavior signals. When a firm that's visited your homepage four times suddenly lands on your feature page, Claude tells you that means something.

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Enrich Any Contact or Firm on the Fly

Drop a CRD number into the conversation and get back a full profile — name, title, firm, LinkedIn, and email — without navigating to a single page. Or ask for firm-level data like a 3-year AUM CAGR and get a structured answer with the exact figures and context behind them.

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Pick Up Exactly Where You Left Off

Ask for your recently viewed report and get a chronological list of every contact and firm you've looked at in the past 30 days. It's your research history, surfaced in a single message — so nothing you've already found gets buried.

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Where it Works Today

• Claude and ChatGPT — Ask questions, get briefs, build lists, all in conversation. Live now.
• Salesforce Agentforce — AdvizorPro data auto-enriches records the moment a new firm is added. Live now.
• HubSpot AI — Enrich contacts, score prospects, trigger workflows with live wealth management data. Live now.
• REST API / Custom Workflows — Connect to whatever your team has built. Live now.

And because this runs on an open standard every major AI platform is adopting, more connections are coming — without you doing anything different.

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"The model is the easy part. Everyone has access to Claude or ChatGPT. What nobody else has is the clean, structured, near real-time wealth management intelligence that makes those tools actually useful in this industry. That's what we're bringing."

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Where This is Heading

The central workspace for most financial services professionals is shifting. It won't be a data platform or a browser tab — it's going to be an AI assistant. One place where you ask questions, get research done, draft outreach, and take action.

When that shift happens — and it's already happening — the advantage goes to whoever has the best intelligence feeding those platforms. Not the best model. The best data.

AdvizorPro isn't a tab you switch to. It's the intelligence layer that powers wherever your team works.

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Ready to Connect AdvizorPro to Your AI Workflow?

It takes minutes to set up. Your team starts getting live wealth management intelligence in every conversation.

→ Get Connected

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