By safely monitoring client data, Trove automatically uncovers organic growth opportunities for insurance and advisory firms
Advisor CRM, the only all-in-one AI-native CRM platform built exclusively for advisors, announced today that it has launched Trove, the wealth management industry’s first-of-its-kind AI-native opportunity discovery software platform. Trove’s proprietary technology helps producer-led financial advisory teams uncover growth opportunities in their firm. Built on Advisor CRM’s AI-native platform, Trove safely monitors client data across multiple systems and proactively surfaces opportunities without requiring advisors to change workflows, learn complicated new technology, or replace apps in their existing tech stack.
Designed for RIAs, hybrid insurance-advisory firms, broker-dealers, and producer-led teams, Trove reviews client relationships across CRMs, custodians, email, meeting notes, insurance policies, and more. The platform automatically identifies time-sensitive, high-impact opportunities, such as CD maturities, annuity surrender dates, life event signals, concentrated positions, and other key moments that often slip through the cracks. In development for over a year, Trove is currently in a closed beta with 10 firms managing a collective $6 billion in assets under management.
“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.”
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Unlike traditional analytics tools that require complex implementation or behavioral changes, Trove operates quietly in the background and integrates naturally into existing workflows. Firms can continue using their current tech stack while Trove connects to key data sources and highlights opportunities in real time. Once an opportunity is identified, Trove helps advisors and their teams turn those signals into outreach actions. Trove never acts without human approval, ensuring advisors maintain full control over every client interaction.
“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.”
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“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.”
A waitlist for Trove is now open for RIAs, broker-dealers, hybrid insurance-advisory firms, and producer-led teams to be among the first to improve their productivity, enhance client engagement, and uncover organic growth opportunities. For more information about Trove powered by Advisor CRM, visit www.troveadvisor.com or www.advisorcrm.com.
