AdvizorPro

Stop jumping between tabs to research prospects. The AdvizorPro extension for Chrome overlays our powerful dataset of registered investment advisors (RIAs), broker-dealers, and family offices directly onto any website you visit. Get the crucial data you need, right when you need it.

+ Contextual Intelligence, Anywhere Online
Turn any webpage into a prospecting tool. Whether you're reading a financial news article, browsing a company website, or working from your web-based email, our extension automatically highlights known contacts and firms. Instantly view detailed profiles and key information without interrupting your workflow.

+ Build Your Pipeline Faster
Act on insights the moment you find them. Add promising prospects to your target lists, tag contacts with custom notes, and set follow-up tasks—all from within the extension's panel. Your prospecting becomes more fluid and efficient, helping you build a robust pipeline with less manual effort.

+ Seamless CRM Integration
Connect AdvizorPro to the tools you already use every day. Our extension integrates directly with Salesforce and Hubspot, allowing you to sync contact information and activities effortlessly. Keep your CRM up-to-date and maintain a single source of truth for all your outreach.

Please note: An active AdvizorPro subscription is required to use this extension. Simply log in with your credentials after installation to get started.

Equip yourself with the ultimate browser-based tool for modern financial professionals. Install the AdvizorPro Prospecting Companion and transform how you identify and engage with new opportunities.

RIA Database | Broker-Dealer Data | Family Office Database | Wealth Management | Financial Advisor Tools | Prospecting | Salesforce Integration | Hubspot Integration