Advisor Scout
Ask your book a question.
Advisor Scout answers questions about your clients and their deals, from your firm’s own data. It sits on every page of the portal.
Firms are onboarded personally. There’s no signup form.
01 — What you can do
Advisor Scout
Who needs you
Ask which clients have gone quiet, or which deals are near LOI.
A client at a glance
Their criteria, their pipeline and their recent activity, summed up when you ask.
The whole firm
A summary of your book, and what happened across it lately.
Shared or not
It knows which deals each client has shared with your firm.
02 — What your client sees
Nothing at all.
Advisor Scout reads your firm’s view of the book. It sends nothing to your clients.
03 — Where the line is
What stays your client’s.
It reads; it doesn’t act. It can’t post a note or change a deal.
It doesn’t read documents or the diligence report yet.
Transcripts aren’t kept.
300 messages per staff seat every 30 days, included in the platform fee.
Keep reading
Dashboard, clients and pipeline
What has gone quiet, what is near LOI, a page per client, and every deal in one table.
The shared deal room
Their documents, the extracted figures and the same verified report. Edit the worksheet, add to the checklist.
Staff, roles and the firm agreement
Unlimited staff, admin and advisor roles, one agreement, and an access log on Firm Pro.
See it with your own book.
Tell us how many advisors and active buyer clients you have. We’ll show you the portal and tell you honestly whether it fits.
Talk to us about your firm