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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Where It Works Today

‍Claude (Anthropic) - Ask questions, get briefs, build lists, pull holdings data, all in conversation. Live now.

ChatGPT (OpenAI) - Bring live AdvizorPro intelligence into the interface your team already uses. Live now.

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

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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, and 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.

Authentication is handled through OAuth - the same secure standard used across enterprise software. No API keys to manage, no passwords to share, and access that's fully revocable at any time. Your team connects once and gets to work. Your IT and compliance teams stay in control.

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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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