AI Intelligence for Financial Advisors
Pearl monitors your entire book for liquidity events, life changes, and portfolio shifts—then prepares you to act before your clients even pick up the phone.
The Challenge
Life events happen silently. A client inherits $400k. Their CD matures. They close on a house. By the time you find out, they've already moved the money—or worse, called a competitor.
3-4 hours before every review. Manually checking accounts. Cross-referencing notes. Building a picture that's already out of date by the time you sit down.
You manage $80M. They have $300M elsewhere. Without visibility into held-away assets, you're advising on a fraction of their financial life.
The Solution
Institutional-grade intelligence that monitors every client, detects what humans miss at scale, and prepares you to lead every conversation.
Real-Time Monitoring
Pearl connects to client accounts to monitor held-away assets, cash flow, and account changes 24/7. When something moves, you know instantly.
Contextual Intelligence
Pearl doesn't just alert—it understands. Every signal is analyzed against the client's history, risk profile, and your relationship context.
Automated Briefings
Before you pick up the phone, Pearl generates a 1-page briefing: what happened, why it matters, and 3 talking points tailored to this client.
The Product
Every alert is a business opportunity. Click to see the full picture.
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Capabilities
Maturing CDs, large deposits, property transactions, inheritance indicators, job changes. Pearl catches signals humans miss.
See what clients hold at Schwab, Fidelity, Vanguard, and beyond. Eliminate the held-away blind spot.
Portfolio summary, recent events, talking points, and action items—generated instantly for every client review.
Seamless integration with Salesforce, Redtail, Wealthbox, and other major CRMs. Pearl lives in your workflow.
Know exactly who to call and why. Start every day with a prioritized action list based on real events.
Pearl suggests. You decide. Every recommendation requires your approval before any client communication.
Security
Pearl was built from day one with institutional-grade security. Not as an afterthought—as a foundation.
All data is encrypted using AES-256 encryption. What leaves your system is unreadable to anyone in between.
Personally identifiable information (PII) has a second layer of encryption using AWS Key Management Service. Not even Pearl engineers can see who you or your clients are.
We don't sell data. We don't share data. We don't monetize your client relationships. Period.
Pricing
Less than the cost of a junior analyst. More impact than an entire research team.
For independent advisors and small teams
+ $40/mo per extra 10 Households
Book a DemoFor growing advisory firms
For large firms and institutions
Start a 14-day free trial. Connect up to 3 Households completely free to see the data you're currently missing.
💡 THE MATH
A 5-advisor firm pays ~$1,245/mo. If Pearl surfaces just ONE $500k opportunity per quarter that would have been missed, that's 10x+ ROI.
See what you've been missing. Book a 15-minute demo and we'll show you the signals hiding in your book right now.
Book a DemoFree 15-minute call. No commitment. Just clarity.