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“As we enter the second half of 2024 at AdvizorPro, I’m proud to reflect on the significant strides we’ve made in enhancing our intermediary & investor database. The advancements we’ve introduced this year represent major milestones in our mission to provide the most comprehensive, accurate, and user-friendly platform for connecting with investment professionals.

I’d like to express my heartfelt appreciation to our talented team for their commitment to innovation and to our valued clients for their instrumental feedback and guidance. We look to continue our momentum and achieve even greater success in the months ahead!”

– Hesom Parhizkar, Cofounder & CTO of AdvizorPro

Explore Our New Features & Updates

In the first half of 2024, AdvizorPro released significant updates to optimize clients’ sales and marketing workflows. The platform has been refined to better serve asset managers, software providers, insurance carriers, and recruiters.

Key new features include:

• New & Enhanced Datasets
  • Advisor Teams Dataset
  • Family Office Dataset
  • Bank & Trust Company Dataset
• Release of Contact Algorithm 3.0
  • Major AI-powered update for collecting and validating contact information
  • Higher accuracy for emails, phone numbers, job titles, and LinkedIn profiles
• Enhanced Contact Profiles
  • Hundreds of thousands of new headshots and bios added
• User Interface Refresh
  • Redesigned for improved usability, appearance, and search functionality
• New Contact Search Filters
  • Now filter contacts by seniority, investment committee membership, hobbies, sports teams, and awards
• Evolved Insights in Firm Profiles
  • Consolidated view of key updates, intelligence, and performance insights
• Tagging of Breakaway Advisors in Dashboard
  • New “Breakaway Advisors” tab tracks wirehouse departures to RIAs
• Non-Advisor Logic Enhancement
  • Expanded tagging of securities-licensed professionals not practicing as advisors

For more details on how these improvements tie into the platform’s core workflows, see How AdvizorPro Works.

What’s Next in 2024?

AdvizorPro’s product roadmap for the second half of the year is designed to further solidify its position as the leading database of financial professionals. Upcoming developments include:

• Lead Scoring – Rank contacts based on perceived value to your organization.
• AI Chat – Use conversational prompts to filter and refine results instantly, building on our AI Search technology.
• List Matching Enhancement – Company Level – Upload a list and match against companies, not just individuals.
• Additional Datasets – Expanded coverage across more segments of the financial ecosystem.

How AdvizorPro Is Shaping the Future of Prospecting

The first half of 2024 brought major innovations to AdvizorPro, from enhanced datasets to AI-powered workflows that transform how firms connect with financial professionals. These updates empower clients to uncover opportunities across RIAs, family offices, banks, and wealth teams more efficiently than ever.

For those following industry shifts, don’t miss our recent insights in the ETF Trends Q2 2024 Report  which shows the data-driven perspective AdvizorPro brings to the wealth management ecosystem.

Whether your focus is on family offices, wealth teams, or scaling your outreach with AI-powered search, AdvizorPro delivers unmatched intelligence to help you succeed.

Ready to unlock smarter growth? Request your free trial today and see how AdvizorPro can fuel your strategy.

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