AI Intelligence for Financial Advisors
An instant signal the moment something changes in a client's life.
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
Most firms hit a ceiling at $200M. Not because of skill—because of visibility.
Missed Signals
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.
The Prep Tax
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 Building a picture that's already out of date by the time you sit down.
Held-Away Blindness
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
Pearl is your unfair advantage.
Institutional-grade intelligence that monitors every client, detects what humans miss at scale, and prepares you to lead every conversation.
Detect
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.
Analyze
Contextual Intelligence
Pearl doesn't just alert—it understands. Every signal is analyzed against the client's history, risk profile, and your relationship context.
Act
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
See Pearl in action.
The Red Light You've Always Wanted
Every alert is a business opportunity. Click to see the full picture.
Click the tabs above or explore the demo directly.
Capabilities
Everything you need. Nothing you don't.
Life Event Detection
Maturing CDs, large deposits, property transactions, inheritance indicators, job changes. Pearl catches signals humans miss.
Total Net Worth View
See what clients hold at Schwab, Fidelity, Vanguard, and beyond. Eliminate the held-away blind spot.
One-Click Meeting Prep
Portfolio summary, recent events, talking points, and action items—generated instantly for every client review.
Works Where You Work
Seamless integration with Salesforce, Redtail, Wealthbox, and other major CRMs. Pearl lives in your workflow.
Outreach Triggers
Know exactly who to call and why. Start every day with a prioritized action list based on real events.
Advisor-Approved Actions
Pearl suggests. You decide. Every recommendation requires your approval before any client communication.
Security
Your clients' data is sacred. We treat it that way.
Pearl was built from day one with institutional-grade security. Not as an afterthought—as a foundation.
Encrypted in Transit & At Rest
All data is encrypted using AES-256 encryption. What leaves your system is unreadable to anyone in between.
PII Isolation via AWS KMS
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.
Zero Data Selling. Ever.
We don't sell data. We don't share data. We don't monetize your client relationships. Period.
Pricing
Transparent pricing. Serious ROI.
Less than the cost of a junior analyst. More impact than an entire research team.
Partner
(Small Teams)For independent advisors and small teams
- Up to 50 Households included
- Full "Red Light" Monitoring
- Meeting Prep Automation
+ $40/mo per extra 10 Households
Book a DemoFirm
(5+ Seats)For growing advisory firms
- Everything in Partner
- Advanced Team Analytics
- Priority Support
Institution
(10+ Seats)For large firms and institutions
- Everything in Firm
- Custom Integration Support
- Dedicated Account Manager
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.
Stop reacting. Start anticipating.
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.