The fastest revenue in the book, and it is already sitting there.
The advisor manages a share of what the household owns. The rest sits somewhere else — an old 401(k), a spouse's account at another firm, a brokerage account, cash from a business sale. Clients name these assets in conversation all the time, and almost none of it ever becomes an opportunity.
WealthAmp extracts every outside asset a client names in conversation, with the amount and the sentence it came from, keeps a running picture of the gap per household, scores which assets can actually move and when, and prepares the consolidation conversation at the trigger moment, in the advisor's voice.
Extract
Every outside asset named in any conversation, with the amount and the sentence it came from, so the advisor can see the context rather than a bare number.
Hold
A running picture for each household: assets we manage, assets we know about, and the gap between the two.
Score
Which of those assets can actually move, and when. A job change, a rollover window, a liquidity event or a plan milestone turns a stuck asset into an available one.
Prepare
The consolidation conversation, in the advisor's voice, at the moment the trigger appears. The case is standard and we coach it: assets split across two firms mean duplicated fees, overlapping portfolios, and household risk that nobody can judge without one view of the whole household. The client still decides — some keep the second firm, and the rehearsal covers that answer too.
This is the fastest revenue in the book precisely because nobody has to find a new client. The trust is already there. The only thing missing was the prompt.
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.
Grow the wallet share, answered.
Where does the held-away asset data come from?
From the firm's own client conversations. Clients name outside assets all the time, an old 401(k), a spouse's account, cash from a business sale, and almost none of it ever becomes an opportunity. WealthAmp captures each one with its source sentence.
When is the consolidation conversation raised?
At the trigger moment: a job change, a rollover window, a liquidity event, or a plan milestone turns a stuck asset into an available one. The conversation is prepared then, not on a generic cadence.
What if the client wants to keep the second firm?
The client still decides, and some keep the second firm. The rehearsal covers that answer too: the case for one view of the household is coached, never forced.
See this play on your own book.
One meeting, one number: your organic growth rate, and your plan to move it. 15-30 minutes, no slideware.
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