TrafficIQ is AdvizorPro’s powerful website visitor identification tool that lets you see which RIAs, wealth managers, and financial advisors are visiting your site—so you can turn anonymous traffic into real, qualified leads.
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🚀 What Is TrafficIQ?
TrafficIQ de-anonymizes your website traffic and matches visitors to verified firms in the AdvizorPro database. Unlike generic traffic analytics tools, TrafficIQ gives your sales and marketing teams actionable intelligence on who’s engaging with your content and when.
🎯 Why Use TrafficIQ?
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Identify Anonymous Website Visitors: Instantly uncover the RIAs and wealth management firms behind the visits—no form fills required.
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View Granular Firm Insights: See the firm's name, location, and key contacts with phone numbers and emails.
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Track Activity in Real Time: Know who’s active, what they’re viewing, and how often they return.
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Prioritize Hot Leads: Opportunity heat levels (🔥) help you focus on firms showing high intent.
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Shorten Your Sales Cycle: Reach out at the peak of your prospect’s interest.
⚙️ How It Works
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Install the Pixel
Add a one-line script to your website’s header—quick and easy setup. -
Visitor Matching
TrafficIQ identifies visitors by matching domains to AdvizorPro’s proprietary financial advisor database. -
Real-Time Visibility
See firm names, contact info, and which pages were viewed—right in your TrafficIQ dashboard. -
CRM Sync (optional)
Automatically send matched leads to your CRM or directly notify your sales team.
📊 Understanding the TrafficIQ Dashboard
Your dashboard highlights the following:
| Description | |
|---|---|
| Firm Name | The name of the visiting registered firm (RIA, BD, Wirehouse, etc.) |
| Metrics | 👁️ Total pageviews from the firm 👤 Number of matched contacts at that firm |
| Opportunity | 🔥 Activity score based on recency and engagement depth |
| Active | Time of the last visit |
| Viewing | Specific URLs or pages they visited, including external referrers (e.g. ETF,RIA, adwords) |
Use the search bar to filter firms by name, keyword, or URL. Toggle "Show Only Matched Firms" to focus on high-confidence identifications.
💡 Best Practices
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Pair TrafficIQ with targeted outreach: As soon as you spot activity from a high-opportunity firm, have your BDR or AE reach out while interest is fresh.
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Monitor trends weekly to identify new segments showing interest in your products or services.
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Use filters to isolate traffic from specific campaigns (e.g., paid ads or product launches).
🧩 FAQs
Q: Does TrafficIQ track individual advisors?
A: TrafficIQ surfaces firm-level and contact-level data, not individual browsing behavior for privacy compliance. However, you will see the number of known contacts at each firm.
Q: How accurate is the firm matching?
A: Matching is done using firmographic data cross-referenced with AdvizorPro’s RIA and wealth management database, ensuring high confidence in match quality.
🔧 Need Help?
If you’d like assistance setting up TrafficIQ, customizing your dashboard, or integrating with your CRM, reach out to our support team or contact your AdvizorPro CSM directly.
If you have additional questions please reach out to us at support@advizorpro.com.