AdvisorChoice scans public sources for the moments that matter — job changes, retirements, marriages, IPOs — across your entire client book and pushes them straight into your CRM as tasks.
Detection that's quiet when it should be, loud when it matters.
One-click Wealthbox or Salesforce connect. Accepted events become tasks on the right contact, automatically.
We scan your client roster every morning. New signals land in your inbox before your first coffee.
Multi-stage filtering with LLM validation means you see real events about real clients — not random mentions.
Click any alert to see the source article, matched keywords, and confidence breakdown. Audit-ready by default.
Start free with up to 25 clients. Upgrade only if it pays for itself in retained AUM.
You're the data controller. We're a processor. Encrypted at rest. US-only hosting. Delete anytime.
Most advisors are getting their first alerts within an hour.
One-click OAuth with Wealthbox or Salesforce. We pull your existing client list — no manual entry.
Public news, SEC filings, FINRA registrations, court records. Daily, automatically.
Review the inbox each morning. Accepted alerts push back to your CRM as tasks on the contact.