Trusted Ecosystem

Resource Partners

Vetted tools and services that help financial advisors grow and run their practices.

Marketing & Sales

Dubb

Dubb is an all-in-one video sales and marketing platform that lets advisors record and send personalized videos via email, SMS, and social channels, with a built-in CRM, AI assistant, and engagement analytics to track opens and watch time.

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Philanthropic & Foundation Services

Foundation Source

Foundation Source is the nation's largest provider of private foundation management services, giving advisors' clients an outsourced solution for foundation administration -- compliance monitoring, grants processing, tax preparation and filing, and financial reporting -- backed by a cloud-based platform and philanthropic advisory support.

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Financing & Lending

Oak Street Funding

Oak Street Funding is a specialty lender providing acquisition, succession, working-capital, and debt-consolidation loans to investment advisors, insurance agents, and RIAs. A subsidiary of First Financial Bank with over 20 years serving the financial services industry.

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Financial Planning Software

PlantechHub

PlantechHub is financial planning software that lets advisors build, present, and iterate client financial plans through scenario testing, plus a client portal and a white-label option to embed the planning tool on a firm's own website.

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Practice Management

RIA Oasis

RIA Oasis is a vendor-agnostic technology and operations consulting practice for registered investment advisory firms, helping RIAs evaluate their tech stack and optimize workflows. Led by a former COO of a $1B+ RIA.

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Risk & Compliance Tools

Tolerisk

Tolerisk is a risk tolerance assessment platform for financial advisors, measuring both a client's willingness and ability to take risk across 1,000+ market scenarios to recommend a personalized stock/bond allocation. Offered through Charles Schwab Advisor Services and integrates with common CRMs.

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Cybersecurity & IT

Visory

Visory provides managed IT and cybersecurity services built for RIAs and financial services firms, including network security, compliance-aligned infrastructure, and help desk support. Formed from the merger of RightSize Solutions, True North Networks, and Swizznet.

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AI-Powered

What is FAVIR™?

Financial Advisor Visibility Index Rating — an AI-native scoring system that measures how well a financial advisor's profile is structured for discovery by AI tools like ChatGPT, Gemini, and Perplexity.

How the Agentic System Works

1
Rule-Based Indexes

Ten profile dimensions — credentials, bio depth, specialties, AUM clarity, fee transparency, online presence, and more — are scored 0–100 using verifiable rules.

2
Specialized Sub-Agents

AI agents independently evaluate qualitative signals (writing quality, positioning clarity, thought leadership) that rules alone can't capture.

3
Synthesizer (Claude)

An orchestrating AI agent combines all indexes, weighs them, and produces your composite FAVIR™ Score plus bespoke, prioritized recommendations for improvement.

The Value for Financial Advisors

  • AI Discoverability: When someone asks an AI assistant for a financial advisor, FAVIR™-optimized profiles are more likely to be surfaced.
  • Actionable Roadmap: Instead of generic advice, you get ranked, impact-scored suggestions specific to your profile gaps.
  • Competitive Benchmark: Understand how your profile compares and where targeted effort yields the highest score gain.
  • Future-Proof Positioning: As AI becomes the primary discovery channel for professional services, a high FAVIR™ score is a durable competitive advantage.

Book a Demo

See how Financial Advisors helps you get discovered by AI. We'll walk you through the platform in 20 minutes.