Platform
Three layers. One coherent record per advisor.
Advisor411 is structured advisor data, AI signals on top of that data, and the workflow surfaces your team uses to act on it.
Layer 1
Structured advisor profiles
Every registered advisor in Canada, rebuilt daily into one coherent record. One stable profile, one durable ID, decades of public footprint reconciled in one place.
- Registration history, sponsoring firm, branch, designations
- Disciplinary and regulatory record, linked to source
- Estimated book value and growth trajectory
- Public footprint: articles, panels, podcasts, social
Layer 2
Signals on every advisor
60+ AI-generated scores per advisor, covering distribution, recruitment, and practice-shape angles. Every score has a versioned prompt and model on file; one click reveals the reasoning.
- Distributor attractiveness, fundraising potential, ESG propensity
- Movement likelihood, succession risk, client portability
- Practice maturity, network influence, content activity
- Wealth tier, client minimum, ideal-client profile
Layer 3
Workflow surfaces
The data is the platform. The workflows are how your team uses it without leaving Advisor411 or their existing CRM.
- Natural-language search and saved lists
- Profile-level chat with full evidence citations
- CRM connectors (Salesforce, HubSpot, Dynamics) and CSV export - in development
- Daily refresh keeps every list current
Workflow surfaces
Built for the way distribution and recruitment actually work.
Your team will not leave Salesforce. But when they do open Advisor411, every screen assumes you are working a real list, not browsing a database.
Search
Filter by registered province, firm, channel, designation, or any signal. Saved lists keep your territory current as the underlying data shifts.
Profile
One advisor, full picture: book-value estimate, AI signals with reasoning, public activity, firm tenure, likely contact, and the regulatory record.
Profile chat
Plain-language questions on a single advisor, such as what is driving the movement-likelihood score, with citations to the underlying evidence. In development.
Export
CSV download of any saved list, with every signal column and a citation pointer for each value.
Coverage at a glance
What we already have on every Canadian advisor.
Today we hold records on 40,000+ registered Canadian advisors across 100+ dealer firms, with 60+ scored signals on every profile.
See full coverageReady to see how Advisor411 fits your territory?
Book a 20-minute walkthrough. We will pull the data we already hold on your covered firms and show you live.