Three layers. One record per advisor.
Profiles, the signals read from them, and the tools your team works in.
What a profile holds.
Fields we don't hold are left blank, never padded.
Identity
Name · title · firm · team · location · languages
Credentials
Designations · years of experience · prior firms
Contact
Email · on-demand deliverability check · phone · website
Practice
Business model · team structure · client mix · fees
Firm context
Firm type · parent group · advisory team
Data quality
Profile completeness · confidence
Signals, and what feeds them.
Read from the record, filled only where the evidence supports them.
FieldTypeSampleRead fromPlan
Distributor attractivenessRule-based score82Designations, firm type, and products offeredProfessional
Fundraising potentialScore74Team structure, investment approach, and client mixProfessional
Client portabilityScore68Client mix, fee structure, and business modelProfessional
Product adoption readinessBandHighStated openness, use of alternatives, and digital presenceEnterprise
Movement likelihoodBandLowPrior firms, years in the industry, and tenure stabilityEnterprise
Scores run 0 to 100.
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Answers come only from the fields your plan can see.
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We'll show you what we hold on the firms you cover.