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

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.).

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.
   
2. Additional Family Office Company filters 
   
   

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.
   
   
2. Added Min/Max filters for BD Reps and Insurance licensed reps (coming from the ADV1)
   Company -> Employees -> BD Reps/Insurance Licensed Reps
   
   
3. Bulk search on "Person Name"
   You can now search on a contact's name in the bulk search
   
   
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.
   
   

5/6/24

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