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Whether you're a Manager looking to recruit and retain high quality talent, an Advisor or Agent looking to leverage your network to grow your client base, or an Enterprise looking to create a best-...
AdvisorConnect is a niche platform best suited for financial services firms and insurance agencies that want to streamline advisor recruitment, retention, and network-driven business development. Its standout feature is the ability to leverage existing advisor and agent networks for warm introductions, which can significantly accelerate client acquisition and talent sourcing compared to traditional cold outreach. However, the platform's value is tightly linked to the size and engagement of your network, and smaller teams may not see the same ROI as larger, more established organizations. Pricing is competitive for mid-sized and enterprise firms, but startups and very small agencies may find the onboarding and network-building requirements a bit heavy for their needs.
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This information is provided by Archways for guidance purposes only. While we strive for accuracy, specific details may need to be confirmed with the vendor.
Implementation is straightforward for firms with existing advisor networks, but requires initial data import and some onboarding for optimal use; ongoing support is minimal once set up.
Best results come when both management and advisors actively participate; a dedicated admin or operations manager is helpful for setup and ongoing management.
The platform delivers the most value when used by teams of 20+ advisors or agents, and scales well for organizations with hundreds of users; smaller teams may not fully leverage its network effects.
Conversational support, onboarding, automation
SaaS, fintech, PLG, high inbound support
5-500 agents
Chat, in-app, email, social
Contact sales to get pricing information