Wealth intelligence for estate planning and elder law
Know which leads matter most.
Identify your highest-value prospects, know where to focus, and act on the opportunities already in your pipeline.
What it solves
You know who your leads are. Do you know which ones to pursue first?
Every workshop can produce valuable clients, but they don't all look valuable from the surface. Maybe you don't need more workshops. You need a sharper view of the ones you already have.
Intelligence
See the opportunity behind every name. Avantus looks past the surface of each lead to the assets, property, income and business interests that shape their planning needs.
Prioritization
Every contact is scored and assigned a tier, and every point is transparent, so your team knows exactly where to focus first.
Action
Turn intelligence into the next right step. Follow-up begins automatically, and the system learns as your team works.
How Avantus works
From prospect to opportunity. Automatically.
01
A lead comes in
From a workshop, a web form, or a referral.
02
Avantus enriches
The record fills in with the details that matter for planning.
03
Opportunity Score
Each lead gets a clear, explainable score and tier.
04
Follow-up begins
The right outreach starts, matched to the opportunity.
05
Your team prioritizes
Attorneys and intake spend time where it counts.
06
The system learns
Results feed back in, so scoring gets sharper over time.
You don't need a bigger practice. You need a sharper view.
See pricing, the product and founding firm details on the Avantus site.
Learn more about Avantus