WealthFeed helps financial advisors identify high-quality prospects that have money-in-motion. The platform features robust discovery, lead enrichment and client monitoring.
AdvisorStream and WealthFeed's powerful integration helps you find and intelligently nurture prospects as they experience key life events.
- Find new leads based on demographics and financial situation
- Get notified of client's life events that drive money in motion
- Automatically nurture leads when they experience major life events
- Stay compliant with SOC 2 Type 2 for secure prospecting
