Your clients are searching.
Are they finding you?
Intelligence shows financial advisors exactly where they stand in search and AI, what to fix, and how to get found. One audit. Sixty seconds. Zero jargon.
Your entire digital presence. One screen.
Everything you need to get found
No fifty-page reports. No jargon. Just clear answers and a prioritized action plan.
Visibility Score
One number that tells you how findable you are online. Updated with every audit. Benchmarked against local competitors.
Stop wondering. Start knowing.Keyword Tracking
See the exact topics people search to find advisors like you — where you rank, and where you're missing out.
In plain English, not SEO jargon.Website Health
Google PageSpeed scores catch slow pages and technical issues before your prospects notice them.
Fast sites rank higher. Slow sites don't.AI Search Monitoring
Know whether ChatGPT, Perplexity, and Claude mention your firm — and what they say when they do.
The new SEO frontier.Competitor Intelligence
See how you stack up against local firms. Know where you're winning and where you're trailing.
Your local leaderboard.AI Agents
Automated assistants that write content, fix SEO issues, and handle your marketing — you review and approve.
Coming soon.The old way was painful.
This isn't.
Questions?
The best advisor in town should also be the most findable.
Start your free audit. See where you stand. Fix what's broken. Get found.
60 seconds. No credit card. No jargon.