AdvizorPro Reviews & Product Details

I appreciate the range of filters available, as they make it easy for me to narrow down and reach my target audience quickly. Review collected by and hosted on G2.com.

While I really appreciate the filters, I find that there isn't an effective way to narrow down my search to the exact type of agent I need. I can eliminate a lot of options that I know aren't relevant, but even after doing that, it can still be challenging to locate exactly what I'm looking for. Review collected by and hosted on G2.com.

We launched a next generation platform and needed to find our ideal clients across the advisor industry to receive our new messaging and begin our aggressive outbound sales strategy. We selected AdvizorPro over another competitive tool because of the user interface, integration to HubSpot, filter capability (and depth of this feature) and their customer support. Chris Keller was an honest sales guy that stuck with me for over a year before I bought and Aamir Madadali has been excellent in supporting out needs. We have used the tool to isolate traits of our buyers that has allowed us to create a great nurturing program that is beginning to produce the results we were anticipating. Review collected by and hosted on G2.com.

I wish Traffic IQ was a more mature tool. Review collected by and hosted on G2.com.

AdvizorPro makes prospecting and industry research simple and effective. The platform is easy to use and packed with valuable data that helps us uncover new opportunities quickly. Their support team is top-notch—our account manager, Aamir, has been an incredible resource, always responsive and helpful. We use it every day. Highly recommend! Review collected by and hosted on G2.com.

Some times we have trouble crafting a specific, fairly complex search on our own. However, AdvizorPro is always helpful. Review collected by and hosted on G2.com.

The tailored support from the team on staff. I also like that the lists that are pulled have an easy to navigate process. The overall look and feel is great and not difficult to know where to find the right tools. Review collected by and hosted on G2.com.

Data missing on advisors that were not showing up in the data. The criteria for RIA's we needed to look into were harder to pin down. The accuracy can be improved as well on data hygiene. Review collected by and hosted on G2.com.

Client-focused. AdvizorPro's team builds and offers high-quality tools for asset managers better looking to grow and scale their outreach/customer relationship processes. Their tech team is progressive and quick to adapt to changes in our needs. The customer service is excellent. Review collected by and hosted on G2.com.

There is nothing that I dislike about AdvizorPro. Only regret is that I hadn't found them sooner. Review collected by and hosted on G2.com.

The quality off the data and the service are stellar. It's rare to get both and I must say amazing competent service. I cant recommend the team and their services more highly. Review collected by and hosted on G2.com.

Costs can be a bit much but the excellent quality and service make it worth it for sure Review collected by and hosted on G2.com.

It's hard to think of a better company to work with from a service standpoint and technology standpoint. The technology is very easy to use, and even the integration aspects work wonderfully. Having direct access to customer service and even the developers goes a long way. They have truly listened and implemented our feedback to make sure we are leveraging their product to the best of our ability. Review collected by and hosted on G2.com.

Very few things if any. If some small bugs or small annoyances come up - their team takes time out of their day to make sure they understand the issue and work on a solution. Review collected by and hosted on G2.com.

I communicate with AdvisorPro support mostly through email and get a response the same day or the next. I get the hand holding a person "my age" needs. Review collected by and hosted on G2.com.

I don't know an downside or dislikes. I know that I haven't used it to its fullest potential but am trying to get more comfortable doing that. Review collected by and hosted on G2.com.

The team is top notch, fast to respond, always helpful to make suggestions on how to problem solve. The interface is very easy to use. It's a key ingredient in our marketing efforts. Review collected by and hosted on G2.com.

I don't really have any major issues. Any little glitch / challenge I've bumped into has been quickly resoloved. Review collected by and hosted on G2.com.

Innovative and easy to use system that provides unmatched business growth support. They are proactive by consistently innovating their current product offering in anticipation of business and advisor needs. The entire team is easy to work with and are there when you need them. Onboarding was a breeze with Aamir and he has consistenly stayed in touch to keep us updated on product updates and to provide growth support. Review collected by and hosted on G2.com.

Not a dislike, just a feature I would like to see soon. Keep working on that mobile app! Review collected by and hosted on G2.com.