What's new in AdvizorPro?

6/23/24

 

  1. Enhanced & Updated Non-Advisor logic
    1. At the individual level, we now apply registration logic for both Broker Dealers (BD) and Dually Registered individuals- If an advisor is affiliated with a BD they need to have a series 6 or 7 to be considering a practicing advisor, otherwise they are considered a "Non-Advisor Individual."
    2. At the firm level, we have updated our Retail and Institutional logic. If a firm is only Institutional, we consider them as a "Non-Advisor Firm."
    3. At the firm level, a firm needs to have 48% of more of their assets in Individuals, HNW, or Retirement accounts, otherwise they are considered a "Non-Advisor Firm."
  2. UI refresh of the integrations page
  3. Number of Custodians filter: you can now specify the number of custodians a firm has
    Company -> Custodian -> Number of Custodians
num of custodians

 

6/11/24

 

"Firm Insights" widget on the firm profile.

This is a combination of some of the ADV updates, as well as 5 new insights that we curate from the firm details (pulling from the ADV, keywords, etc.).

Screenshot 2024-06-10 at 9.17.02 PM

6/3/24

 

  1. "Investment Committee" filter
    This filter can be used to narrow down your search to contacts we can confidently say are on the investment committee at their firms.
    Screenshot 2024-06-03 at 9.11.05 PM
  2. Additional Family Office Company filters 

    Screenshot 2024-06-03 at 11.40.28 AM (2)

 

5/20/24

 

  1. People Moves Export
    We have implemented the same modal window that comes up for the Advanced Search export and it will now export the entire list of People Moves.

    Screenshot 2024-05-20 at 9.44.36 PM
  2. Added Min/Max filters for BD Reps and Insurance licensed reps (coming from the ADV1)
    Company -> Employees -> BD Reps/Insurance Licensed Reps

    Screenshot 2024-05-20 at 8.40.43 PM-1
  3. Bulk search on "Person Name"
    You can now search on a contact's name in the bulk search

    person name-1
  4. Nickname/ Abbreviated name search
    You can now search on a nickname and variations of middle names, ie John R. Smith, John R smith, John Rory Smith.

    Screenshot 2024-05-20 at 8.39.59 PM

 

5/6/24

 

Bulk search on "Email Domain"
You can now search on an email domain in the bulk search

email domain