Purpose-built tool connects web traffic to financial advisor intelligence, enabling asset managers to target RIAs more effectively

ATLANTA: AdvizorPro, a leading RIA and financial advisor intelligence platform, today launched TrafficIQ, a new solution that enables firms targeting registered investment advisors to convert anonymous website visitors into actionable sales leads. Purpose-built for firms selling to RIAs, including asset managers, wealthtechs, and more, TrafficIQ is available today and already in use by more than 15 early adopters.

TrafficIQ captures firmographic and geographic signals, such as domain, company name, industry, and location, from anonymous web visitors and matches them to AdvizorPro’s proprietary financial advisor database.

By linking this data to regulatory records and office-level details, TrafficIQ pinpoints not only which firm visited a site, but exactly which team or location the visitor came from, turning passive traffic into specific contacts ready for outreach. It also integrates directly with CRM systems, such as Salesforce and HubSpot, allowing firms to automate lead assignment, personalized email follow-ups, and high-priority call tasks based on real-time behavior. Sales and marketing teams can act while interest is highest, without needing to intervene manually.

Unlike generic lead tracking tools, TrafficIQ is designed specifically for asset managers targeting RIAs and family offices. Users can define an ideal client profile by AUM, geography, custodian, or investment focus, then filter and tag incoming traffic to prioritize leads that match. TrafficIQ identifies high-intent visitors, such as those who view fund pages or whitepapers, spend significant time on site, or return multiple times, and captures advisor identities and contact details. Teams can track response rates, monitor lead-to-close time, and refine outreach strategies to continuously improve sales and marketing performance.

“TrafficIQ solves a persistent problem for asset managers: knowing who’s engaging with their content and how to reach them,” said Brandon Smith, Chief Technology Officer at AdvizorPro. “By connecting anonymous website traffic to our industry-specific intelligence, we’re eliminating guesswork and making lead generation more targeted, faster, and far more actionable.”

“AdvizorPro has delivered another powerful tool with TrafficIQ,” said Eric McArdle, Head of Advisor Solutions at Liquid Strategies. “The value was clear from the moment we signed in. After using it for the last few months, it's hard to imagine how we managed without it.”

Learn more about TrafficIQ here.

About AdvizorPro

AdvizorPro is the premier intelligence platform for the wealth management industry, delivering unparalleled data on RIAs, family offices, and other key financial professionals. Using AI and advanced data technology, we transform complex data into actionable insights, empowering firms to target the right prospects, streamline outreach, and drive growth. Our intuitive platform, robust API, and seamless CRM integrations ensure that sales and marketing teams can access, analyze, and act on the most accurate and up-to-date industry intelligence available. Learn more at AdvizorPro.com.

Fonte: Business Wire