What's good for your clients is good for your AUM.
Find the revenue already in your book. Every signal is ranked by dollar value and comes with a first draft of the conversation.
No card, no call. 30 days of Connected included, then Plan Analyzer and your Risk Scores stay free forever.
$2.4M
Robert & Linda T.
Anthony C.
Business sale$2.1M
Karen B.
$1.18M held away$1.18M
Megan T.
Unmanaged heir$1.2M
What it is
A single advisor dashboard for revenue you've already earned
Opportunity Signals ranks the money in your existing book by dollar value.
How it works
Detect, rank, deepen
01
Detect
Signals come from BeyondWill estate plans, life event monitoring, and your CRM.
02
Rank
Every signal is dollar-quantified and ranked. Clients with stacked signals rank highest.
03
Deepen
Every signal comes with the next conversation, already drafted.
Signal · Unmanaged Assets
Your clients have assets you don't see
Find the IRAs, brokerage accounts, life insurance and old 401(k)s your clients hold elsewhere.
- Per-client "% managed" score and total dollars held away
- One-click "I manage this" to confirm coverage
- CRM sync for contacts and data
- Ranked by held-away dollars across the book
Shirley M.
$642,000
IRA managed · Mutual funds + life insurance held away
David R.
$418,500
Brokerage managed · Old 401(k) + HSA held away
Karen B.
$1,180,000
Joint account managed · IRA + annuity held away
Signal · Life Events
Start client conversations exactly when they need you
We flag life events from third-party data and client inputs, with the likely AUM impact, for you to review.
- Marriage, new child, job change, business sale, new property
- Estimated AUM impact per event
- More complete asset data with less work
- "Detected X days ago" freshness indicator
- Suggested next conversation paired with every event
Jordan & Mei L.
New child+$300k AUM potential
Suggested: 529 plan conversation
Detected 6 days ago
Anthony C.
Business sale+$2.1M proceeds expected
Suggested: Exit-proceeds planning
Detected 12 days ago
Priya N.
Relocation: TX → CATrust re-titling required
Suggested: State-law review
Detected 3 days ago
Signal · AUM Flight Risk
Keep generational wealth in your book
More than 70% of heirs change financial advisors after inheriting from their parents.[1] Identify every adult heir in your clients' estate plans who isn't yet your client.
- Adult heirs found in BeyondWill estate plans
- Projected inheritance per heir, ranked by dollars
- Per-heir actions: start the conversation, mark as client, log contact
- Reconciles against CRM contacts so existing clients aren't double-counted
Megan T.
Heir of Robert & Linda T.
$1.2M projected
Not yet a client
Caleb T.
Heir of Robert & Linda T.
$1.2M projected
Not yet a client
Sara D.
Heir of Marcus D.
$840k projected
Contacted Mar 14
Workflow
Focus on the highest-opportunity clients this week
Every opportunity in your book, ranked by dollar value, with a drafted conversation starter. Knowing who to call and calling them takes minutes.
- Ranked by dollar impact across all three signal types
- Clients with stacked signals rank highest
- One-click conversation starter tailored to each signal
- Edit and copy to your email. You stay the sender of record.
$2.4M
Robert & Linda T.
Anthony C.
Business sale$2.1M
Karen B.
$1.18M held away$1.18M
Megan T.
Unmanaged heir$1.2M
CRM-aware
Works inside the stack you already run
Connects to your CRM
Pulls in contacts and positions, so the signals reflect what is actually in your book.
Reads your estate planning data
Finds heirs and held-away assets directly from BeyondWill plans.
Respects what you already manage
Existing clients and managed positions are matched to your CRM so the view stays clean.
FAQ
Common questions
Signals draw on three sources. The estate plan supplies heirs, beneficiaries and household structure. Third-party data points to life events. Your CRM supplies managed positions and contacts. Clients confirm some details and you review the rest.
Click once to draft an email for that signal, with the talking points and the ask. Edit it, paste it into your email and send. You stay the sender.
Every signal starts from information clients shared with you, put on record or wrote into their estate plan. Nothing is scraped. BeyondWill connects what you already know with what's changing in their lives, so your timing and advice get sharper.
No. It drafts the email. You edit it and send it from your own inbox.
A household with several signals at once, such as a recent life event, held-away assets and an heir you don't serve. Compound signals rank highest.
Wealthbox today, with Redtail coming soon. You can also import your data from a file.
Held-away amounts come straight from uploaded documents or imported data. Life event impact is estimated from the event type and household. Heir projections come from the estate plan.
Still have questions?
Grab 15 minutes with a real person. No pitch, no prep.
[1] Cerulli Associates, 2025: 27% of future beneficiaries plan to retain their benefactor's wealth advisor; the share drops to 20% among those who have already inherited. BeyondWill is not affiliated with Cerulli Associates.