AdvisorAI.
Lead management, advisor pipeline, and revenue tracking.
Advisory firms that track their pipeline close three times more deals.
// Timeline
30 to 45 days
// Package
System
// Setup
SAR 85,000
// Monthly
SAR 11,000
// FitAdvisory firms with 5+ advisors and active outbound pipelines.
// 01 / Problem
The setup.
Advisor leads come in but go untracked. There is no pipeline board, no scoring, and no clean view of what every advisor is working on.
Revenue attribution across advisors is unclear at month-end. Commission disputes drift up to leadership and burn time on both sides.
// 02 / Build
What we shipped.
Lead capture and scoring for advisory services, a pipeline board with deal stages, and meeting scheduling integrated with calendars.
Revenue per advisor tracked live. Commission calculation runs automatically against the deal record, not against memory.
// 03 / Outcome
Projected impact based on the manual baseline this replaces.Live
PIPELINE PER ADVISOR
Auto
COMMISSION CALCULATION
Tracked
REVENUE ATTRIBUTION
// Want one for your team?
Same shape, your problem.
Ships in 30 to 45 days under our System package. SAR 85,000 setup, SAR 11,000 monthly.
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