From digital lead to fully onboarded
wealth client.
AdvisorCommand is the operating system for scaling digital wealth advice — growth funnel, onboarding throughput, advisor servicing, and retention in one place. Built for RIAs and modern wealth platforms.
Digital wealth firms grow at the speed of their weakest handoff.
A lead converts to a consultation. A consultation converts to a signed agreement. A signed agreement should convert to a funded account — but ACAT delays, missing documents, and uneven advisor follow-up quietly leak conversion at every step. AdvisorCommand makes the whole funnel — lead, consultation, signed, funded, retained — visible in one place so leadership can see exactly where the business is bottlenecked and intervene.
One surface, three operating views.
Each leader gets the view they actually need to decide — growth, ops, or servicing. They all roll up into the same dashboard.
Funnel & funded conversion.
See lead → consultation → signed → funded by channel, segment, and cohort. Spot conversion leaks before they show up in funded assets.
Onboarding throughput & exceptions.
Watch every signed household move from engagement to fully funded. ACAT stalls, missing docs, and broken promises surface as exceptions you can act on.
Workbench & servicing capacity.
A daily queue per advisor with capacity load, white-glove obligations, and review prep — so the right households get the right touch without burning out the bench.
One operating model for a digital wealth business.
- 0101Acquire qualified households
Unify leads from content, paid, partner, and referral funnels into one segmented view. Route to the right pod within 24 hours.
- 0202Convert to funded relationships
Move every signed household through KYC, ACATs, allocation, and welcome inside one tracked workflow — with exceptions surfaced, not buried.
- 0303Scale advice and retention
Service models by tier, review cadences, promise tracking, and AI-assisted prep so capacity grows without the experience slipping.
Open the Ops Dashboard and see the whole business in one screen.
Funded households MTD, signed → funded conversion, advisor servicing capacity, and retention cohorts — with AI insights that recommend the next operational move.