Affluensee Wealth Advisor Lead Platform
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The Affluensee Platform is for Wealth Advisors that focus on high net worth individuals with complex financial planning needs. It was designed for the Advisor that understands that outbound marketing is the key to acquiring the types of clients they want to work with. Never have a dry pipeline and start closing more business.
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Affluensee Wealth Advisor Lead Platform Plan
Wealth Advisor Access
Free Trial
1 Per User Per Month
Exclusive access to the platform. Designed for Wealth Advisors that market to individuals with complex planning needs and are qualified net worth wise.
Automated Pipeline
95% Accurate Information
1:1 Customer Support
Step-By-Step Process To Acquire
All Qualified Prospects
SSO Free Forever
Manage Basecamp, Smartsheet, ClickUp, Asana, Navan (Formerly TripActions), SAP Concur, Expensify, Airtable, Wrike, Microsoft Dynamics 365 with SSO
