SimpleBoarding is an AI-powered platform that helps Financial Advisors find high-net-worth clients by leveraging advanced data intelligence. It enables advisors to create ideal client archetypes and automatically matches them with qualified prospects.

Simple Boarding helps Financial Advisors quickly identify and connect with high-net-worth individuals who match their ideal client profile. By using AI-driven insights, it streamlines prospecting and eliminates the need for cold outreach to unqualified leads.

Unlike generic lead lists, Simple Boarding allows you to create detailed client archetypes based on key wealth indicators. The platform then delivers highly curated prospects who fit your ideal client criteria, making outreach more effective and personalized.

Traditional prospecting methods are time-consuming and often yield low-quality leads. Simple Boarding automates the process, saving you time and providing leads that are more likely to convert into high-value clients.

Simple Boarding identifies individuals based on their financial profile, career stage, and investment potential. While it doesn’t guarantee immediate interest, it significantly increases your chances of engaging with the right people by focusing on those who fit your ideal client profile.

You can start seeing high-quality leads as soon as you create your client archetype. Advisors who take a targeted approach to outreach typically see engagement within weeks.