Advisor CRM, the only all-in-one AI-native CRM platform built exclusively for advisors, has launched Trove, the wealth management industry's first AI-native opportunity discovery software. Trove leverages proprietary AI to monitor client data across multiple systems and proactively surface high-impact growth opportunities for producer-led advisory teams without requiring workflow changes, new technology adoption, or replacement of existing applications.
Quick Intel
Producer-led advisory firms often miss organic growth opportunities hidden across fragmented data sources due to manual review limitations. Trove addresses this visibility gap by operating quietly in the background, connecting to key systems, and delivering real-time, prioritized signals that enable advisors to strengthen client relationships and provide timely, relevant advice.
"Trove was built to solve a visibility gap we consistently experienced as advisors," said Ryan Borer, Managing Partner at Advisor CRM. "Advisors need clarity on what is already happening inside of their client base, not more tools or leads. By building Trove on AI-native architecture, we're able to surface growth opportunities in real time, dramatically reducing the manual work it typically takes to uncover them."
Unlike conventional analytics platforms that demand extensive setup or behavioral shifts, Trove requires minimal configuration and preserves full advisor control. Firms select precisely which data sources the platform can access, ensuring compliance with privacy standards while maintaining complete oversight of client interactions.
"From day one at Advisor CRM, security and advisor control have been non-negotiable," added Leibel Sternbach, Partner and CTO of Advisor CRM. "Trove is designed to observe and surface opportunities without disrupting how firms operate, and without ever compromising data privacy. Firms choose exactly which data the platform can access, and nothing is shared with third parties. Advisors stay in control while Trove works quickly in the background to support them."
Early beta users report significant productivity gains and improved client engagement through timely, context-rich opportunity identification.
"There are dozens of prospecting solutions for advisors, but none are solving the most visible organic growth challenge—discovering opportunities within our existing client base," said Dana Dunkelberger, Founder of Reliance Retirement. "Trove gives us the visibility that our advisors need to build deeper relationships with clients and provide more impactful, in-the-moment financial advice."
About Trove
Trove is an opportunity discovery software for producer-led financial advisory teams. The platform monitors client data across multiple systems and surfaces hidden opportunities—from CD maturities to life event signals—so advisors, insurance experts and their teams can act instead of searching. Trove fits into existing workflows without requiring software replacement or process changes. Built by the team behind AdvisorCRM, an AI-native CRM for financial services, Trove includes full access to the AdvisorCRM platform. Learn more at www.troveadvisor.com.
About Advisor CRM
Co-founded by former advisors and industry veterans, Advisor CRM is the only free, all-in-one AI-native CRM platform built specifically for the financial services industry. The platform leverages decades of experience in financial services and technology to address the pain points RIAs face when managing their operations. Advisor CRM offers modular tools that support trading, compliance, client service, opportunity discovery, and workflow management, allowing advisory firms to scale efficiently without complexity.
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