AdvizorPro now works directly inside Claude, ChatGPT, and the AI tools your team already uses. Ask questions. Get real answers. 

We've built the most comprehensive intelligence platform in wealth management. Now we're bringing it to wherever you work.

Here's what the best teams are doing: before a meaningful call, a territory review, a prospect meeting - they walk in knowing the room. Firm AUM, platform, investment, interests, advisor history, custodian relationships, book size - all at their fingertips before the conversation starts.

We're making that effortless for every person on your team. We built the connection.

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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:

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

💬 "I'm traveling to Boston tomorrow. Give me a list of RIAs I should meet with."

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

💬 "Find me RIAs in the Southeast with $500M+ AUM that recently switched custodians."

💬 "Which firms in my territory custody with Fidelity and have more than 10 advisors?"

These aren't hypotheticals. Each 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.

Where It Works Today

• Claude (Anthropic) - Ask questions, get briefs, build lists, all in conversation. Live now.
• ChatGPT (OpenAI) - Available as a custom GPT, bringing live AdvizorPro intelligence into the ChatGPT interface your team already uses. Live now.

Additional platforms are coming soon. And because this runs on an open standard every major AI platform is adopting, more connections are on the way - without you doing anything different.

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"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. We're bringing AdvizorPro to wherever our clients work - and that's only going to matter more with where AI is evolving."— Michael Magnan, CEO & Founder, AdvizorPro

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Where This is Heading

AI assistants are becoming a central part of how financial services professionals work. The teams winning right now aren't just using better tools - they're using tools that talk to each other, with intelligence flowing automatically into conversations, meetings, decisions.

That's where we're taking AdvizorPro. Not a platform you have to remember to open, but intelligence that shows up wherever your team is already working - and keeps getting more connected over time.

The advantage has always gone to the best-prepared teams. We're just making preparation effortless.

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Built for Financial Services. Built for Compliance.

Security and permissions aren't an afterthought in our industry - so they weren't in ours either. AdvizorPro's AI connection is read-only, permission-controlled, and designed to work within your existing compliance guardrails. Your team sees what they're supposed to see. Your data stays where it's supposed to stay.

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Ready to Connect AdvizorPro to Your AI Workflow?

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

→ Get Connected

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