Whether you're an Advisor or Firm, set your desired search criteria based on what's important for you.

Let our Advisor Match technology automatically find matches based on your criteria and score them based on fit.

Once you have matches, an Advisor or Firm can request a connection. Your personal details stay private until the request is accepted.

After you accept a request, you can communicate directly on the platform. You are able to Opt-Out of a connection at any time - no obligations.