WealthReach, an AI-driven organic growth platform designed for RIAs and wealth managers, has joined forces with Domain Money and Savology to help advisory firms turn more website visitors and existing database contacts into clients.

The arrangement works by sorting prospects according to whether they suit the advisory firm. Those who satisfy a firm’s requirements are passed directly to the advisor, while the remainder are routed to either Domain Money or Savology.

Individuals sent to Domain Money are looked after by its CFP® professionals, who provide financial planning together with 0% AUM wealth management, personal tax filing and estate planning support, among other services. The referring firm receives a share of the yearly planning fee.

People sent to Savology instead get a tailored financial report card, generated within minutes and requiring no personally identifiable information. This report shapes a learning programme suited to each person’s circumstances and generates concrete action items along the way. Where firms lack their own provider relationships, Savology will source them and pass a portion of the revenue back to the advisor, although firms may choose to keep nurturing these contacts themselves.

According to the partners, the core challenge facing many firms is timing rather than lead volume. Someone below an advisor’s minimum today could qualify in a few years, yet rejection typically ends the relationship. Similarly, large numbers of contacts sitting in firms’ CRM systems were costly to acquire but are often abandoned after a single conversation because they were uneconomical to serve.

Since the tool sits on the advisor’s own website, it applies to all incoming traffic, whether from referrals, events, newsletters, podcasts or existing campaigns.

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