Get granular with your prospect search
Discover helps you pinpoint high-value niches—physicians, business owners, executives, and more—while layering in Money-in-Motion insights to highlight those experiencing meaningful financial events. Build hyper-targeted prospect lists quickly with powerful filters for occupation, industry, location, and net worth.

Automate compliant omni-channel outreach
With Marketing Hub, launch fully automated, end-to-end prospecting campaigns across handwritten notes, LinkedIn, and email—all in one place. Send real handwritten notes without lifting a pen, automate LinkedIn connections and messaging directly from the platform, and run email campaigns from dedicated sub-domains to protect your firm’s domain reputation.

Gain powerful insight on your current database
Enrich delivers a complete view of any contact—starting with just a name, phone number, or email. Instantly access updated net worth, family demographics, income ranges, relatives, verified contact information, and social profiles. Through WealthFeed's partnership with Broadridge, advisors receive the highest-quality net worth data available in the market. Enrich is available for individual advisors or seamlessly delivered at scale through enterprise APIs.

Aggregate outside client assets and increase client retention
Monitoring delivers real-time alerts when clients or prospects experience money-in-motion or other meaningful financial changes, giving you the visibility to identify needs sooner and engage at the right moment. This helps deepen relationships, increase wallet share, and improve long-term client retention.