Funded, not enquiries
Rank channels by accounts actually funded and the fees they earn.
For Wealth Management
Which channels produced funded accounts?
Match funded relationships and the fees they generate to the enquiries that produced them, across a decision measured in months and built on trust.
No card required · Nothing to install · Cancel anytime
The blind spot
What's actually happening
Enquiries are plentiful and mostly unqualified. The relationships that fund are worth years of recurring fees, and enquiry counts cannot distinguish between them.
Trust takes months
An enquiry in spring funded in autumn still traces to the campaign behind it.
Compliance-friendly
No tracking scripts on client-facing pages. Two exports, reconciled afterwards.
The number you can take into a budget meeting
Not impressions, not leads, not cost per click. Closed revenue, by the channel that produced it, for a period you choose — with the portion we could not trace shown rather than quietly shared out across your paid channels.
FY2026
Total revenue $800,000
Attributed to a channel $376,000 47% of revenue
Average deal $7,000
Match rate 62%
| Channel | Sales | Revenue | Share |
|---|---|---|---|
| Google Ads | 24 | $168,000 | |
| Email marketing | 18 | $112,000 | |
| Events | 11 | $96,000 | |
| Direct / Unknown | 61 | $424,000 |
Referral dominates, and that is the number to know
Most advisory firms are built on referral from existing clients, accountants and lawyers. Advertising supplements that; it rarely replaces it, and any tool reporting a high attributed share is redistributing referral volume into paid channels.
A large Direct / Unknown bucket is the correct answer here. Knowing that referral is over half of new fee revenue is itself the finding — it tells you the marketing question is how to support referral, not how to outspend it.
Compliance makes the no-install property matter
Advisory firms operate under marketing rules that make new scripts on client-facing pages a review rather than a task, and archiving obligations that make new data flows a question for compliance.
There is nothing to install. Two exports, reconciled after the fact, with no tag on any page and no live connection to a CRM. For this segment that is often the difference between a project that happens and one that stalls in review.
What changes when you can prove it
You stop defending the budget and start growing it
"We generated 400 leads" invites an argument. "This channel closed $186,400 last quarter, here is the reconciliation" ends one. The teams that can show closed revenue by channel are the teams that get the next increase approved, because they are asking with evidence rather than with conviction.
You can cut the wrong channel without a fight
Killing spend is politically harder than adding it, because someone always owns the channel being cut. A number that reconciles to the sales export takes the argument out of the room — you are not overruling a colleague's judgement, you are reading the same ledger they are.
Your reporting survives the finance review
Platform-reported conversions do not reconcile to revenue, and eventually someone in finance notices. Reporting built from your own closed-sales export starts from the number finance already trusts, which is why it holds up when it is checked.
You answer in an afternoon, not a quarter
Because this reconciles exports rather than tracking visitors, it works on months that have already closed. You are not instrumenting now to learn something in ninety days — you can answer for last quarter today, which is usually when the question is being asked.
What wealth management usually push back on
Client data is highly sensitive.
The match needs a contact detail, a fee figure and a date — no balances, no holdings, no statements. Encrypted, isolated per workspace, deletable in one click, DPA available.
Most of our growth is referral.
Then it belongs in Direct / Unknown, shown rather than credited to advertising. Its size is the most useful number on the report.
Our compliance team reviews every new tool.
Nothing is installed and nothing connects. You upload two exports; that is a materially shorter review than an integration.
Pricing
Flat monthly pricing with no per-call, per-minute or per-form fees. The number here is the number on the invoice. Most wealth management land on Enterprise — ten seats for the team and the highest monthly record allowance, since a year of closed deals is a lot of rows.
Starter
A single business getting started
$49/mo
billed monthly
- 1 workspace · 1 seat
- 500 sales records / month
- 6-month saved history
- Phone + email matching with confidence tiers
- Assisted column mapping
- Your logo on every report
- CSV export
Growth
Most popularA business scaling ad spend
$199/mo
billed monthly
- 1 workspace · 2 seats
- 5,000 sales records / month
- 13-month history (year over year)
- Campaign drill-down and period comparison
- PDF + shareable read-only report
- Your logo on every report
- Priority support
Enterprise
One business closing at volume
$499/mo
billed monthly
- 1 workspace · 10 seats
- 25,000 sales records / month (+$49 per 10,000)
- 24-month history
- Campaign drill-down and period comparison
- Your logo on every report
- Roles, permissions and guided onboarding
Agency
Reporting on many clients at once
$799/mo
billed monthly
- 10 client workspaces (+$25/mo each)
- 10 seats
- 10,000 sales records / month per workspace
- 24-month history
- White-label reports — our mark removed entirely
- Roles, permissions and guided onboarding
Questions wealth management ask
Funded relationships: a client contact email or phone, first-year fee revenue, and the funding date.
Stop guessing which ads pay off.
Upload two exports and see your real revenue by channel in minutes. Three days free, no card.
Start free