Your advisory pipeline.
Organised from first match to active engagement.
Advisory Navigator gives you a lightweight, purpose-built CRM to track every opportunity. See what's new, what's pending, and what's actively moving forward.
The opportunity arrives.
When a business publishes an RFA (Request for Advice) and the AIMM engine determines you're a high-confidence match, the brief lands right in your New Lead column.
- Instantly review the Trust Quotient match score.
- Read the AI-structured brief summary.
Evaluate the fit.
Take your time to read the full context. You'll see the business's background, their desired outcomes, timeline expectations, and budget parameters.
- Full transparency on project scope.
- No pressure to accept immediately.
Start the conversation.
Once you accept, the match becomes a true connection. Secure messaging opens up, allowing you to ask clarifying questions or schedule an introductory call.
- Direct, contextual messaging inside the platform.
- Requestor is notified of your interest.
Inside the Deal Card
Everything you need to know about an opportunity at a glance. We strip away the noise so you can focus on the signal.
Never lose context.
Every deal card has a built-in notepad and reminder system. Jot down thoughts after a call, save key links, and set follow-up dates so opportunities don't slip through the cracks.
- Private notes attached directly to the brief.
- Set actionable follow-up reminders.
Built for the modern advisory practice.
Your pipeline, your pace
Move opportunities through stages as your conversations progress. It's your pipeline, organized exactly how you need it to be.
Every win compounds
Moving a card to 'Won' triggers the post-engagement review cycle, building your Trust Quotient for even better future matches.
Stay on track
With integrated notes and reminders, you spend less time managing your pipeline across tools and more time advising.