Built for advisors who want an edge in their prospecting.

Your daily landing page. New picks in the last 24h, vests in the next 7 days, outreach pipeline funnel, replies needing follow-up. Re-orders every morning before you open the app.

Composite-scored daily ranking. Filter by status (uncontacted / sent / replied / meeting), layer (NEO / VP bench), min score. Bulk-select to mark sent or batch-draft outreach.

Forward-dated insider vest events with estimated dollar value. The predictive money-in-motion signal nobody else surfaces — derived from DEF 14A schedules. RSUs, stock options, and PSUs broken out separately so an option grant doesn't get conflated with restricted stock.

Per-issuer view: NEOs, compensation history, outstanding equity, upcoming vests, Section 16 filers. Plus an Expanded Roster (VPs, Sr. Directors, Sr. Managers) below the SEC layer — with employee count, industry, HQ, and founded year backfilled on every ticker.

Full profile: identity, holdings table, upcoming vest schedule, comp history, full AI dossier (bio, wealth signals, family, planning opportunities, approach strategy, difficulty rating).

Generate a branded report on-demand. Filter by state, industry, min vest value, time window. PDF + Excel ready in under a minute.

Per-insider one-click email draft anchored on the strongest signal. Bulk-draft for selected picks. Open-in-mail link auto-marks Sent. Outreach status + activity timeline kept in sync.

Wealthbox + Salesforce FSC integrations. Read contacts, match insiders by email, surface 'in CRM' status, fill the audit's capture-rate analysis with real numbers.

We pull state DOL WARN portals (CA EDD, NY DOL, TX TWC, MD DLLR) directly — thousands of advance layoff notices with employer, headcount, and 60-day effective date. Fuzzy-matched to SEC issuers, expanded to per-person Director / VP leads, dossier-ready.

Query Core Growth AI from Claude Desktop or Claude Code. Six tools exposed: search executives, get detail, upcoming events, top picks, morning brief, draft outreach.