Data Feeds & API Access
Seamlessly integrate AdvizorPro’s intelligence into your CRM, data lakes, and internal workflows — across RIAs, family offices, and more.
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Flexible Delivery Options for Modern Platforms
- Public API Access Pull RIA, family office, and firm data on demand.
- Snowflake Data Share Connect our intelligence directly into your existing data lakes.
- Secure SFTP / S3 Feeds Scheduled secure drops into private servers or cloud buckets.
- Customizable Cadence Choose real-time syncs, daily refreshes, or batch loads.
How Our Data Access Works
From first sync to smarter campaigns, AdvizorPro keeps your team moving fast.
Authenticate Access
Authenticate access with a secure token or SFTP login for secure connections.
Pull or Receive Data
Query RIAs, family offices, and professional intel - or schedule feed deliveries.
Structured Delivery
JSON (API), Parquet/CSV (S3/SFTP), or native Snowflake tables.
Continuous Sync
Refresh daily, weekly, or in real-time based on your needs.
Enrich Your CRM with Smarter Intelligence
Seamlessly integrate AdvizorPro’s intelligence into your CRM, data lakes, and internal workflows — across RIAs, family offices, and more.
Why CRM Integration Matters
Real-Time Sales & Marketing Triggers
Surface site visits, platform changes, firm AUM shifts — delivered live through your CRM or pipeline
Cleaner CRM & Campaign Execution
Enrich records, auto-score leads, and keep territory planning always up to date.