Free trial
USD
- 25 leads
- 50 messages
- 5 posts

Client acquisition. Not another CRM.
Start the conversation. Build the relationship.
Turn your prospect list into personal opening messages, thoughtful follow-ups and authority-building content. Made for independent financial advisers.
No credit card · All prices in USD · English & Español
Personal outreach. Global perspective.
A better first impression
A relevant moment. A human opening. An invitation to talk — without the hard sell.
Select a sample prospect
Hi Amelia — congratulations on the Brightloop acquisition, that's a real milestone! I work with people navigating exactly this kind of moment, mostly around tax, structure and what comes next. No pitch — happy to share a few things others in your position wish they'd known earlier. Fancy a quick 20-minute chat? Alex
Samples are not live prospects or freshly generated AI. Sign in to generate copy from your saved ICP and imported prospects.
Set your ideal client profile and privately import real prospects from CSV.
Create tailored openers and open email drafts or social profiles. You stay in control of sending.
Build authority with relevant posts and ask your network for warm introductions.
Trust is your business
Every generated draft is checked for risky language and rewritten before display. Your saved jurisdiction guides AI copy — your professional judgment remains essential.
Select FCA in your adviser setup to guide generated wording and disclaimers. Check applicable financial promotion and local communication rules before sending.
Not regulatory approval, legal advice or a complete regulatory compliance check. No affiliation with the named regulators.
Transparent from day one
14 days, no card required. Monthly paid plans in USD. Manage or cancel through your billing portal.
Free trial
USD
Starter
USD
Growth
USD
Scale
USD
Firm
USD
Trial allowances cover all 14 days; paid allowances are monthly. AI drafts and outreach actions use message allowances. Leads are imported, not automatically sourced. Firm currently provides unlimited allowances; multi-seat and white-label are not yet available.
Bring your prospects. Find the right words. Make the introduction.
14-day free trial. No credit card. No automatic paid subscription.