Advisor Recruitment Intelligence

FIND.
RANK.
RECRUIT.

SEC IAPD data. Weighted scoring. Recruitment intelligence built for advisors on the move.

OPEN PROSPECTORVIEW PIPELINE →
01 — PROSPECTOR
Advisor Discovery

Search by city, state, or ZIP radius. Pull live SEC IAPD data on registered advisors and firms. Score and rank by AUM, experience, credentials, portability, and clean record.

RUN A SEARCH
02 — PIPELINE
Recruitment Pipeline

Save prospects from any search. Track status from first outreach through closed won. Add notes, update stage, and monitor total pipeline AUM in real time.

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03 — COMING SOON
Outreach Engine

AI-powered calling via Bland.ai. Automated outreach sequences, call logging, and follow-up scheduling — all tied to your pipeline.

IN DEVELOPMENT
SEC IAPD
Live data source
Form ADV
Filing intelligence
50+
Results per search
5-factor
Weighted scoring