Find the advisors who fit your funds.
For distribution teams at asset managers selling into Canadian wealth.
Problems most teams have already accepted.
Channel data is fragmented.
Firm, designation, and contact details sit in different places.
Calls go to whoever answered last time.
The next call is remembered, not chosen.
Every rep keeps a different list.
Two reps can call the same advisor in the same week.
From a search to the meeting.
Build a coverage list
Filter by province and designation, then share one list with your team.
Match your own list
Upload up to 5,000 rows. Every proposed match names its evidence.
Professional and EnterprisePrep the meeting
A one-page advisor brief, ready to print before you walk in.
Tools built for distribution.
Territory map
Advisors by province, with custom territories on Enterprise.
Product fit
EnterpriseRank advisors by fundraising potential for a product or theme.
Exports
CSV exports with column layouts your team saves.
Call the advisors who fit.
A walkthrough scoped to your territory and the firms you cover.