The moment happens. Then the week happens.
A client opens a door — a brother who keeps asking who they work with, a partner who has sold a stake, a colleague facing the same decision. WealthAmp catches the moment, flags it live, and holds it so it survives the week. Then it does the half nobody has built: it scores the entire book, every day, and tells the advisor which twenty households of two hundred are ready.
WealthAmp catches the referral moment as it happens in the conversation and holds it so it survives the week. Then it scores the entire book daily and tells each advisor which households are ready to be asked, with a reason attached to every name, and guidance on when not to ask.
In the conversation
The opening gets caught as it happens and held afterwards, with the sentence it came from. This half is visible, and it becomes standard across the industry within two years. It is not where the advantage is.
Across the book
The advisor has two hundred households and no way to know which twenty to ask. WealthAmp scores every one of them daily and returns a ranked list with a reason attached to each entry — life stage and recent events, profession and the density of the professional network, tenure and satisfaction signals, service history, family structure and the next generation, and the visible graph around the household.
Why the reason matters more than the score
A client who retired recently to a quiet town is a different case from a mid-career corporate executive, and both differ from a member of a club with a long waiting list. The advisor sees a weekly list of five, each with its reason. The advisor never sees a raw score.
Knowing when not to ask
The guidance is often to wait. A household can be ready in every other respect and still be the wrong ask this week, because Thursday belongs to the client's own milestone and the ask would step on it. WealthAmp says so, and says why. An engine that only ever pushes is a worse engine.
Where the judgment comes from
The score model is where senior industry knowledge enters the product. Our strategic advisors give us the patterns — what makes a household ready, when an ask is too early. We encode them, test them against outcomes, and apply them across every firm on the platform. No firm's data ever crosses a boundary.
We tell the advisor who and why. The advisor decides whether to act. The person who holds the relationship keeps that decision, and the model learns from what they choose.
The working surfaces behind this play.
These are components of the growth layer, included with every seat. They are not products we sell separately, and never a reason to replace a capture tool that already works for you.
Find the referral, answered.
How does WealthAmp find referral opportunities for financial advisors?
Two ways at once: it flags the referral moment live in the conversation, with the sentence it came from, and it scores every household in the book daily on life stage, professional network, tenure, family structure, and the visible graph around the household.
Does it ever tell an advisor not to ask?
Yes, often. A household can be ready in every respect and still be the wrong ask this week, because the week belongs to the client's own milestone. WealthAmp says so, and says why: an engine that only ever pushes is a worse engine.
Does the advisor see a raw score?
No. The advisor sees a weekly list of five households, each with its reason. The advisor decides whether to act, and the model learns from what they choose. Nothing is ever asked automatically.
See this play on your own book.
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