For wholesalers
Find the advisors who actually fit your funds.
Distributor-attractiveness, fundraising-potential, and mandate-readiness scores on every advisor on file. Filter, sort, push to CRM. Built for distribution teams at asset managers selling into Canadian wealth.
What we hear
Three problems most distribution teams have already accepted.
Your CRM's top 200 was last refreshed 14 months ago. The advisors who matter shifted books, branches, or sleeves. The list didn't.
Without an independent read on a practice's positioning, fund affinity lives in a wholesaler's head. Two reps can call on the same book and disagree about whether it fits.
Investment dealers, mutual fund channels, dual-licensed PMs, branch books. The data lives in different places, in different shapes, and changes weekly.
The workflow
From query to CRM in three moves.
Workflow 01
Build a coverage list in minutes.
Filter advisors by registered province, firm, channel, designation, and fund affinity. Save the list. It stays current as the data refreshes.
Workflow 02
Prioritize the call list.
Sort by signal change: advisors whose distributor-attractiveness or mandate-readiness score moved in your favour. Stop calling cold; start calling movement.
Workflow 03
Push to your CRM.
Export the structured profile, scored signals with reasoning, and refresh cadence that keeps your CRM honest.
Signals
Scores tuned for how this team works the market.
Composite score for how attractive an advisor's practice looks to a wholesaler: practice maturity, channel fit, allocation cadence, and openness to new fund conversations.
Forward-looking estimate of an advisor's capacity to take inflow over the next campaign cycle, blended from book-value indicators, growth trajectory, and reach.
Readiness signal for whether an advisor's book, stated focus, and recent activity align with the fund conversation your team wants to start.
Public footprint that signals fund interest: panels, articles, podcast appearances, conference programs, and market commentary.
For distribution
Stop calling lists. Start calling movement.
A pilot scoped to your territory, a measurable outcome, and a refresh cadence that keeps the data honest.