With AdvizorPro we allow you to search across company ADVs, ADV Brochures, websites, and bio pages for keywords that may identify an ideal prospect for you, as well as person bio pages across the web.
Below on the left you can see the Contact ADV & Web Search and on the right you can see the Company ADV & Web Search.
You will notice there are a few search options within each section. They are the following:
Company Categories:
- Clients
- CRM
- Custodian
- Investments
- Media
- Platform
- Services
- Technology
Contact Categories:
- Accolades & Awards
- Expertise
- Faith Based Investing
- Family
- Greek Life
- Hobbies
- Investments
- Military Status
- Role
- School
- Services
- Sports Teams
Keyword: Tags we are tracking under each of the categories above.
For example for Technology we will show you that a company is using Calendly, Asset-Map, BroadRidge, etc.
Text Contains: This is a good field to use if you do not see your tag in any of the categories or keywords above. You can search any word here and we will scour the web and persons bio pages for that word.
For example: Maybe you want to look for people or firms that are currently focused on DEI. You cold search DEI or Diversity, Equity, and Inclusion in the contains field.
If you have additional questions please let us know and reach out to us at support@advizorpro.com