- Relationship-led — starts with which client matters now
- Specific advisor, specific action, specific reason
- Every recommendation explainable and tied to a workflow
- Built to be trusted by the advisor who has to act on it
The growth is already in your book. CAP finds it.
Every wealth firm sits on the same hidden inventory: underpenetrated households, uninvested cash, products that fit but were never offered. The data exists. It just lives in three systems that never meet. CAP is the layer that connects them.
CAP · Recommendation queue
01
Henderson Family TrustS. Patel
Discuss alts allocation
$2.4M idle cash, 18mo since review
02
Marcus ReillyD. Chen
Planning referral
Liquidity event detected, no plan on file
03
Okonkwo HoldingsJ. Ramirez
Retention call
Engagement down 60%, 3mo
Deployed across 100,000+ client accounts. Built for the firms that move on insight, not intuition.
- Top-20 Independent Broker-Dealer
- $50B RIA Platform
- National Wealth Manager
- Industry Association — 31,000 advisors
Your book is full of growth you can’t see.
CAP reads your CRM, custodian, and portfolio data, joins it against your team’s prior decisions, and outputs one ranked queue per advisor.
How CAP thinks
Every relationship, scored on the same dimensions.
Every client, every advisor, every product — scored against the same model dimensions, ranked into one prioritized action queue. This is the actual engine, deployed across 100,000+ accounts.
CLIENT VIEW
Henderson Family Trust
Marcus Reilly
Recommended: Discuss alts allocation
Recommended: Planning referral
PRODUCT VIEW
BDC
Credit Interval Fund
Credit-oriented households, mid-tenure
Higher avg investment, income-seeking
ADVISOR VIEW
S. Patel
D. Chen
Strong with HNW alts allocators
Strong with planning-led households
Live view of CAP’s scoring engine. Synthetic data shown.
Most growth tools tell you what happened. CAP tells you what to do.
A pilot, not a platform overhaul.
CAP doesn’t require a multi-year transformation. We deploy on the data your firm already has, prove value in a phase, and scale from there.
Book Intelligence
Whitespace, cash plays, retention watchlist. Prove the model on the highest-value workflows in 60–90 days.
Advisor Optimization
Advisor–client fit, productivity routing, planning referrals. Operationalize CAP across the field.
Firm-Level Growth
Cross-book intelligence, suitability automation, executive visibility. CAP becomes the firm’s growth operating layer.
Service plus software. Not another tool to figure out.
Data Ingestion Done For You
We handle the CRM, custodian, and product integrations.
Tuned to Your Firm
Models calibrated to your segments, suitability rules, and product shelf.
Delivered Where Advisors Work
Pushed into Salesforce, Redtail, Wealthbox, or custom UIs.
See CAP run on your data.
A pilot starts with a working session and a sample dataset. In 60 days, your firm sees its book the way CAP does.