Live Platform

Find the advisors ready to move —
before anyone else

The next best action for every advisor — from first signal through affiliation — executed automatically. HNTR eliminates the guesswork, forgotten follow-ups, and human inconsistency that cost recruiting teams deals every quarter.

Built for wealth management recruiting teams

See what your recruiting team sees

Live intelligence across every stage of the recruiting funnel — from initial signal detection to advisor engagement.

app.hntrai.com
HNTR AI dashboard — Next Best Action with Discover, Engage, Advance, and Brand lanes
Recruiting OS — your daily command center with prioritized actions and real-time intelligence
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Discover focus page — prioritized advisor with WHY NOW reasoning and outreach sequence
Focus Pages — prioritized advisor cards ranked by behavioral signals
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Advisor profile — full intelligence dossier with stage timeline, recommended action, and WHY NOW signals
Advisor Intelligence — full dossier with outreach scripts and career signals

Frictionless execution across
every phase of the desk

HNTR surfaces the next best action for every advisor and runs the execution automatically — from prospecting through affiliation. No forgotten follow-ups. No recruiter favorites. No spreadsheets.

Prospecting, ranked for you

Phase 01 · Discover

Every morning, a ranked queue of who to call first — scored on breakaway likelihood, career triggers, and firm fit. Your team starts with clarity, not a spreadsheet.

Nurture that never drops

Phase 02 · Engage

Automated multi-channel sequences across LinkedIn, email, call, and text run until they get a reply. Inbound responses jump to the top of the queue. No advisor falls through the cracks.

Deal flow that mirrors reality

Phase 03 · Advance

An eight-stage pipeline built for how advisors actually move — Prospect, Outreach, Discovery, Engaged, Evaluating, Solution, Decision, Transition. One click advances the stage; the system does the rest.

One next best action, every time

Phase 04 · Affiliate

HNTR's decision engine evaluates seven tiers of priority — time-critical, inbound, post-call, advance, engage, discover, brand — and surfaces the single most important action per advisor. Consistency, at scale.

From signal to signed,
in a fraction of the time

Signals come in. Actions go out. Outcomes update the model. The execution loop runs itself.

1

Signal in

HNTR watches thousands of advisors across 20+ public sources. The moment behavior changes — a filing, a departure, a hiring cue — the opportunity rises to the top of the queue.

2

Action out

The system queues the next best action with a pre-drafted message on the right channel. One click executes — LinkedIn, email, call, or text — and the sequence keeps running until there's a reply.

3

Outcome logged

Every touch advances the stage, updates the signal model, and queues the next action. No missed follow-ups. No recruiter favorites. No deals lost to inconsistency.

Built for outcomes your
recruiting team can measure

Every feature maps to a recruiting outcome — not a vanity metric.

Earlier identification

Detect advisor breakaway signals weeks before traditional methods.

Faster time to contact

Real-time alerts eliminate lag between signal detection and outreach.

Better fit, lower attrition

Culture and practice-style matching reduces mis-hires and early departures.

Consistency at scale

Every recruiter executes the same playbook. Sequences don't drop. Follow-ups don't forget. The pipeline never stalls.

Security your compliance team expects

Enterprise infrastructure designed for wealth management compliance requirements.

SOC 2 Ready

Controls mapped to SOC 2 Type II requirements with continuous monitoring.

Azure Enterprise

Hosted on Microsoft Azure with 99.9% SLA and 13 production services.

FINRA / SEC Compliant

Built for regulated financial services with data governance and audit logging.

Multi-Tenant Isolation

Firm data is logically and physically separated at the database level.

See HNTR AI in action

Book a 15-minute demo with our team. We'll show you how the platform works with your recruiting workflow.