For recruiters
Find the advisors who are actually ready to move.
Movement-likelihood, succession-risk, and client-portability scores on every advisor on file. Built for dealer recruiters and head-hunting desks who would rather call on signal than on rumour.
What we hear
Two problems most recruiting desks have already accepted.
Public moves announce after the fact. The signals that actually predict a move are scattered across sources your team does not have time to monitor.
A name-and-AUM list is useful once. After the first pass, callers need a reason to dial, not another row in a spreadsheet.
The workflow
From signal change to first call in under a day.
Workflow 01
See who is moving before they move.
Movement-likelihood refreshes continuously. Sort your covered universe by score change: advisors who shifted toward a likely move this week.
Workflow 02
Build a defensible target list.
Each prospect comes with evidence: recent branch departures, registration events on file, firm context, and public signals your callers can use.
Signals
Scores tuned for how this team works the market.
Blended score from tenure relative to firm median, registration history, sponsoring-firm context, and public-footprint signals.
Career-stage and tenure-stability indicators flag advisors approaching transition or wind-down, not just lateral moves.
How likely an advisor's book follows them across a transition, built from practice maturity, client-segment indicators, and relationship footprint.
For recruitment
Recruit on signal, not on rumour.
Send us your covered firms. We'll show you the advisors we hold, the signals on each, and where the strongest movement-likelihood concentrations sit.