Your book
See which client needs you today.
A dashboard of what has gone quiet and what is near LOI. A page per client. Every deal across every client, in one table.
Firms are onboarded personally. There’s no signup form.
01 — What you can do
Dashboard, clients and pipeline
The dashboard
Active clients, active deals and deals at LOI or later. Notable deals, with a warning when one goes quiet. A feed of what happened across your book.
Your week, in one strip
The notes, checklist items and deals you touched this week.
A page per client
Their search criteria, read straight from their search. How often they search and analyse. Their pipeline, and a timeline of what they did.
The pipeline table
Every deal across every client, one row each. Sort it, filter by stage or client, and see which deals are shared.
The whole firm’s roster
Every client across your firm, with deal counts, furthest stage and last activity.
02 — What your client sees
Nothing new to learn.
You read the criteria and deals your client already keeps here. They were told what your firm can see when they accepted your invite.
03 — Where the line is
What stays your client’s.
It is read-only. You can’t change a client’s criteria or move a deal’s stage.
Documents and analysis still need a shared deal.
Keep reading
Advisor Scout
Ask about your book in plain English. It reads your firm’s data, not the web.
The shared deal room
Their documents, the extracted figures and the same verified report. Edit the worksheet, add to the checklist.
Off-market deal matching
Import your firm’s own deals. See which clients fit, ranked by match. Offer one exclusively, or to several.
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