What's good for your clients is good for your AUM.
Uncover quantified revenue opportunities hiding in your existing book. Every signal is ranked. Every action ends in a deeper client relationship.
No card, no call. 30 days of Connected included, then Plan Analyzer and your Risk Scores stay free forever.
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$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 turns the client work you already do into a ranked, dollar-quantified pipeline of revenue opportunities in your existing book.
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 becomes a conversation that strengthens the advisor-client relationship.
Signal · Unmanaged Assets
Your clients have assets you don't see
Find every held-away IRA, brokerage account, life insurance policy, and old 401(k) across your book. Comprehensive planning starts with seeing the whole picture.
- 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
Life events are flagged from third-party data and client inputs for you to review, with the potential AUM impact estimated.
- 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
Opportunity Signals ranks every opportunity across your book by dollar impact so you know exactly which client conversations to start this week. Every priority comes with a drafted conversation starter, so the work between knowing and acting takes minutes, not hours.
- 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 come from three sources, each adding to the picture. Your client's BeyondWill estate plan supplies heirs, beneficiaries, and household structure. Third-party data feeds point to possible life events. Your CRM supplies managed positions and contact records. Some details your clients confirm; others we flag for you to review, so you decide what to act on.
Every signal becomes a conversation starter. With one click you can generate a context-customized email tailored to the specific signal or stacked signals. The draft includes the right talking points and the right ask. You edit, copy into your email client, and send. You stay the sender of record.
Opportunity Signals deepens your understanding of clients you already serve. Every signal starts from information your clients have shared with you, voluntarily put on record, or made part of their estate plan. It does not surveil or scrape private data. What it does is connect what you already know about a client with what is happening in their financial life, so you show up with sharper insight, better timing, and more substantive guidance. That is the work of a trusted advisor.
No. The AI drafts the email for a specific signal or stacked signals. You edit what you want and copy into your own email client to send. The advisor stays the sender of record.
When one client stacks multiple signals at the same time, that's a compound signal: a household with a recent life event, held-away assets, and an unmanaged heir is one outreach away from a substantially larger relationship. Compound signals rank highest in your workflow.
We currently support Wealthbox and Redtail is coming soon. Additional CRMs will follow based on advisor demand. CRM data import is also available.
Held-away assets are pulled directly from the documents your client uploads or the data you import. Life event AUM impact is estimated based on the event type and household profile. Heir projections are based on the client's estate plan.
See what's hiding in your book
Start free today and see the opportunities waiting in your own book.
No card, no call. 30 days of Connected included, then Plan Analyzer and your Risk Scores stay free forever.
[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.