AdvisoryScout monitors your entire client base for financially relevant life events — job changes, business formations, property transactions, employer IPOs, and more — and surfaces them to your review queue so you can reach out at exactly the right moment.
Now accepting demo requests from independent financial advisors and RIAs.
Events detected across 412 clients
Job Change
Detected Mar 4 · Name, employer, and location confirmed. Rollover conversation and equity compensation review may apply.
Property Purchase
Detected Mar 2 · County deed filing matched on name and location. Liquidity needs and estate planning implications.
Business Formation
Detected Feb 27 · Name and location confirmed; employer not matched. Entrepreneur planning and buy-sell agreement review.
The Problem
A client changes jobs. Starts a company. Sells a property. Their employer announces layoffs or goes public. These are the moments that define a financial advisor's value — the windows where proactive guidance makes a real difference.
Most advisors find out weeks later, if at all. Not because they weren't paying attention. Because there was never a system in place to tell them when something changed.
The advisors who build the deepest client relationships aren't just technically skilled. They show up at the right moment with the right conversation. AdvisoryScout makes that possible.
The Solution
Monitors publicly available sources on an intelligent schedule calibrated to each event type — daily for breaking news and public mentions, weekly for career and relocation events, monthly for property and business filings. Eighteen financially relevant event categories running continuously across your entire client base.
Every detected event appears in your review queue with the specific detail, when it occurred, where it was found, and a direct link to the original source so you can verify before acting. Confidence tiers based on how many identifying fields were confirmed help you prioritize what matters most.
Review detected events in your AdvisoryScout inbox and decide what to act on. For advisors with connected CRMs, approve an event with one click and it syncs directly with a pre-written outreach template. For everyone else, the intelligence is right there in your queue — ready to inform your next client conversation regardless of what tools you use.
What We Detect
Rollover conversation. Compensation and benefit decisions.
Liquidity needs. Estate planning implications.
Entrepreneur planning. Buy-sell agreements.
Equity compensation planning. Concentrated stock position.
Severance decisions. Equity transition planning.
Emergency fund review. COBRA. 401k distribution decisions.
Compensation change. New equity grant planning.
Liquidity event. Tax and reinvestment strategy.
Income planning. Medicare and Social Security timing.
Relationship-deepening outreach at a meaningful moment.
Professional milestone. Timely congratulatory outreach.
Values alignment. Charitable giving conversations.
Client in the news. Proactive outreach opportunity.
Combined financial planning. Beneficiary updates.
College savings planning. Life insurance review.
Insider transaction detected. Concentrated position conversation.
Early awareness. Sensitive and timely support conversation.
Client or family facing hardship. Care-first outreach.
All events are sourced from publicly available information. No private data. No client consent required. Designed to fit within your existing compliance framework.
How It Works
Connect your CRM or upload a client list. We use name, employer, and location to match against publicly available sources. No sensitive financial data required or processed.
AdvisoryScout runs on an intelligent schedule calibrated to each event type. Breaking news daily. Career events weekly. Property and business events monthly. The right cadence for each signal — no noise, no gaps.
Every detected event appears in your inbox with the specific detail, when it happened, where it was found, and direct evidence so you can verify before acting. High, medium, and low confidence tiers help you prioritize.
Connected to a supported CRM? One click syncs the approved event with a pre-written outreach template ready to log. No CRM integration? The intelligence is still yours — review events in your inbox and use them to drive your own outreach and planning process. The value is in knowing. What you do with it is up to you.
Integrations
AdvisoryScout integrates directly with Salesforce Financial Services Cloud. Approved events sync to your CRM automatically with pre-written outreach templates, formatted and ready to log. No copy-pasting. No manual entry.
Using a different CRM? AdvisoryScout still delivers full value. Your event intelligence lives in your AdvisoryScout inbox — organized, sourced, and ready to act on — whether or not you connect an external platform. Let us know your setup in your demo request and we'll show you how it works for you specifically.
Additional CRM integrations coming soon.
Compliance
Every event detected by AdvisoryScout originates from publicly available information — professional profiles, public filings, news coverage, public registries, court records, and press releases. We do not access private financial records, nonpublic personal information, or any data source requiring individual client authorization.
AdvisoryScout uses advisor-provided client identifiers — name, employer, and location — solely to match against publicly available sources. We never process social security numbers, financial account data, or any nonpublic personal information as defined under applicable financial privacy regulations.
Nothing syncs to your CRM, nothing is sent to a client, and no action of any kind is taken without your explicit one-click approval. AdvisoryScout is a review and decision tool — not an automated system.
AdvisoryScout functions as an internal research and intelligence tool for financial professionals — in the same category as public records searches, news monitoring services, and professional data subscriptions advisors already use. All client-facing interactions remain entirely within your existing advisory relationship and regulatory framework.
Questions about how AdvisoryScout fits within your firm's compliance framework? Bring your compliance officer to the demo. We welcome the conversation.
About
Financial advisors are supposed to be proactive. But without a system that tells them when something meaningful changes in a client's life, proactive is just a goal — not a reality.
AdvisoryScout exists to close that gap. We built the intelligence layer that monitors publicly available information continuously, surfaces the moments that matter, and puts advisors in the position to show up at exactly the right time — regardless of what CRM they use or how their practice is structured.
Whether you're a solo advisor managing a tight-knit client base or part of a larger team, AdvisoryScout works around how you already operate. The intelligence is what matters. How you act on it is up to you.
See how AdvisoryScout surfaces the events that drive the most meaningful client conversations — with or without a CRM integration.
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