Give every advisor the intelligence to act on every opportunity
Wealth managers hold deep client relationships — but the data that could drive more of them is scattered across CRM, planning tools, custodians, and product systems. SellWizr brings it together and tells advisors exactly where to focus.
Advisors know their clients. They don't know which ones need a conversation today.
Wealth managers have a data problem hiding inside a relationship problem. Client information is distributed across Salesforce, financial planning software, custodian feeds, and internal product systems — with no single layer that translates it into prioritized actions for advisors.
The result: advisors operate on relationship instinct and quarterly review cycles, while time-sensitive opportunities — life events, portfolio gaps, consolidation opportunities — go undetected until it's too late.
No unified client view
Household data, planning status, and product holdings live in separate systems with no single source of client truth.
Missed life event triggers
Without real-time behavioral signals, advisors miss the moments when clients are most likely to act — job changes, inheritances, retirement transitions.
Uneven book penetration
Advisors focus on their most active clients and under-serve the long tail — where significant revenue often sits untouched.
Reactive retention
Attrition is detected after the client has already reduced assets or submitted a transfer — not before, when intervention is still possible.
SellWizr as the intelligence layer behind every advisor conversation
SellWizr connects your CRM, custodian data, financial planning tools, and product systems into a unified client intelligence graph. AI models identify which clients need attention, what the right next action is, and who on your team should act — then deliver those actions as Salesforce tasks with supporting context attached.
Specific use cases for wealth management teams
- →AUM consolidation opportunities: Clients holding assets at multiple custodians are identified and flagged for consolidation outreach with the advisor who covers them.
- →Life event triggers: Behavioral and third-party signals indicating a life change are surfaced to the advisor with a recommended conversation approach.
- →Under-penetrated household detection: Clients with investable assets well above their current AUM under management are flagged for proactive planning conversations.
- →Proactive retention: Declining engagement signals surface before a client initiates a transfer, giving advisors time to intervene with a targeted outreach.
- →Next product recommendation: Clients whose profile and life stage indicate readiness for estate planning, insurance, or alternative products are matched and queued for outreach.
What wealth management firms achieve with SellWizr
SellWizr is designed to drive measurable revenue and efficiency outcomes for wealth management organizations of all sizes.
Common questions from wealth management teams
How does SellWizr help wealth managers grow AUM from existing clients?
SellWizr identifies clients with unmet planning needs or product gaps by analyzing holdings, life stage signals, and behavioral data against peer cohort patterns. Opportunities are ranked by revenue potential and pushed to the advisor as specific tasks inside Salesforce — so advisors spend time on the right conversations, not identifying who to call.
Can SellWizr detect which clients are at risk of leaving?
Yes. SellWizr monitors behavioral and engagement signals — declining meeting frequency, reduced account activity, product consolidation patterns — that indicate a client may be considering moving assets. It surfaces these signals to the advisor before the client has made a decision, enabling proactive retention outreach.
How does SellWizr support compliance requirements in wealth management?
SellWizr can be deployed within the client's own infrastructure, ensuring client data never leaves the firm's perimeter. It includes RBAC, full audit logs, and is designed to align with FINRA and SEC requirements. Compliance documentation is available to qualified prospects during evaluation.
Is SellWizr suitable for independent RIAs or only large wealth firms?
SellWizr works for firms with 15 or more advisors or relationship managers — from independent RIAs and multi-family offices to large wirehouses. Smaller firms benefit from rapid implementation and do not need a dedicated data team to operate the platform.
See how SellWizr works for wealth management teams
Request a demo tailored to your firm's client base and advisor model.