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.
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Wealth Management workspace FY2026
Revenue traced to a channel
$376,000 47% of $800,000 paid
- Google Ads $168,000 · 21%
- Email marketing $112,000 · 14%
- Events $96,000 · 12%
- Direct / Unknown $424,000 · 53%
Direct / Unknown is shown, never shared out across the channels above.
Google Ads · LeadFY2026 14 · (•••) •••-0134
Closed sale · FY2026 27$7,000
Matched · high confidence
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.
What you get
Built for Wealth Management.
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.
A worked example
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.
Total revenue$800,000paid revenue
Attributed to a channel$376,00047% of revenue
Average deal$7,000per paid sale
Match rate62%of sales matched
| Channel | Sales | Revenue | Share | % |
|---|---|---|---|---|
| Google Ads | 24 | $168,000 | 21% | |
| Email marketing | 18 | $112,000 | 14% | |
| Events | 11 | $96,000 | 12% | |
| Direct / Unknown | 61 | $424,000 | 53% |
01
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.
02
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.
Why it matters
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.
Honest answers
The pushback we hear from Wealth Management.
They say
Client data is highly sensitive.
We say
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.
They say
Most of our growth is referral.
We say
Then it belongs in Direct / Unknown, shown rather than credited to advertising. Its size is the most useful number on the report.
They say
Our compliance team reviews every new tool.
We say
Nothing is installed and nothing connects. You upload two exports; that is a materially shorter review than an integration.
Pricing
Flat monthly pricing. No per-call fees.
The number here is the number on the invoice — no per-call, per-minute or per-form fees. Most RIAs, advisory firms and private client teams 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.
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
- Single sign-on through your identity provider
- Your logo on every report
- Roles, permissions and guided onboarding
- Priority support
Questions
Questions we get about Wealth Management.
Anything else? Talk to us — a person answers, usually the same day.
Funded relationships: a client contact email or phone, first-year fee revenue, and the funding date.
Run the report over a longer range and later fees trace to the channel that produced the original enquiry.
Yes, with an adviser column.
Yes — the attendee list is a source file, and events then attribute like any other channel.
No. A contact detail, a fee figure and a date is enough. Do not include holdings or balances.
No. Existing lead exports work as the second file.
Yes. Nothing had to be installed at the time.
Because we do not redistribute what we cannot trace. For an advisory firm, referral is real and large, and showing it honestly is what makes the paid figures usable.
Nearby
Also worth reading.
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Match funded loans and commission to the enquiries and ads that produced them, across a cycle that runs weeks to months.
See how it worksCommercial Insurance
Match bound policies and the commission they earned to the enquiries and campaigns that produced them, across renewal cycles measured in years.
See how it worksStart today
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