Platform intelligence
for the firms advisors move toward.
RVMPD identifies advisors and RIAs showing platform evaluation behavior, custodian transition signals, and relationship movement patterns before they become visible. Every signal is mapped against your coverage universe whether you are competing for custody, advisor affiliation, or service relationships.
For custodians, platforms, and service providers integrating advisor movement and evaluation intelligence into existing business development workflows.
Focus Areas- —Ownership and succession signals
- —Strategic fit analysis
- —Relationship intelligence
- —Workflow-ready delivery
For platform organizations combining advisor movement intelligence with operational business development workflow and relationship outreach infrastructure.
Focus Areas- —CRM and workflow integration
- —Prioritization refinement
- —AI-assisted research systems
- —Outreach infrastructure support
An embedded platform intelligence engagement built around your advisor coverage universe, relationship pipeline, and internal business development process.
Focus Areas- —Custom signal modeling
- —Workflow orchestration
- —Operational automation
- —Relationship tracking systems
Reserved for select custodians, platforms, and service providers requiring dedicated coverage and protected relationship visibility within a defined channel or geography.
Focus Areas- —Dedicated intelligence monitoring
- —Regional or category exclusivity
- —Proprietary workflow architecture
- —Strategic operational advisory
Custom outreach systems layered directly into your business development workflow. Includes automated LinkedIn sequencing, personalized email infrastructure, CRM orchestration, relationship pipeline tracking, and AI-assisted contact enrichment tailored to whether you are competing for custody, advisor affiliation, or service relationships.
Firm-level custodian history, switching patterns over time, current custodian market share, and advisor movement signals combined to identify RIAs most likely to re-evaluate their platform relationships.
Individual advisor mobility signals, firm departure patterns, ownership transitions, and succession pressure mapped across your defined coverage universe to surface advisors most likely to move platforms.
Current custodian relationships, AUM concentration by platform, custodian tenure, and advisor organizational structure mapped to identify where relationship opportunities exist across your coverage universe.
Custodian tenure, multi-platform dependency, ownership complexity, and succession timing signals surfaced to help prioritize which relationships are worth pursuing and when.
CRM-ready exports and workflow delivery structured for platform business development operations, relationship sequencing, and ongoing advisor coverage management.
Coverage models sharpen over time as switching patterns evolve, advisor movement data accumulates, and custodian market share shifts across your defined universe.
Most custodians, platforms, and service providers only engage advisors after an evaluation conversation has already started somewhere else. RVMPD surfaces advisors showing early movement and dissatisfaction signals before they enter active platform discussions. Every week without signal is a relationship a competing platform is already building.