1. The Problem They’re Solving
Financial advisors today operate in a highly competitive, highly regulated environment — yet the tools they use are outdated, manual, and fragmented. CRMs like Salesforce or Wealthbox offer basic client tracking, but lack deep automation, marketing support, and AI-native workflows.
AdvisorApp solves this by giving financial advisors a unified platform to manage clients, run automated outreach, track investments, onboard referrals, and grow AUM — all powered by embedded AI.
2. How Big Is the Market?
There are over 350,000+ financial advisors in India, and millions more across the U.S., U.K., Australia, and Southeast Asia. As wealth grows and clients demand more personalized digital experiences, the market for advisor technology (WealthTech) is booming — with projections exceeding $10 billion globally by 2028.
AdvisorApp targets a global, underserved segment: small to mid-sized wealth managers, RIAs, and CFPs who want modern tools without enterprise software complexity or cost.
3. The Technology We’re Building
AdvisorApp is a modular, AI-native CRM + marketing automation platform tailored to financial advisors. Core features include:
Smart Client CRM – Store and manage detailed client profiles, portfolios, notes, tasks, and life goals
Pipeline & Opportunity Tracking – Manage prospective investors, onboarding progress, and sales cycle insights
Email & WhatsApp Outreach Automation – Pre-built drip campaigns, touchpoints, and appointment follow-ups
Financial Data Sync – Integrations with mutual fund platforms, PMS providers, and client statements
AI Co-Pilot – Suggests next best actions, flags dormant clients, and drafts personalized communications
Compliance Center – Keeps records of communications, audit trails, and regulatory workflows
Future modules include financial planning dashboards, embedded client portals, and advisor team performance analytics.
4. How Supernova Transformed Their Business
AdvisorApp joined Supernova with a prototype and a vision to disrupt Wealthbox in the Indian and Asian context. Supernova helped:
Architect a full-stack CRM + marketing platform that blends client management with outbound performance
Design AI workflows to automate 70% of repetitive advisor tasks
Integrate regulatory compliance features required for SEBI-registered advisors
Develop onboarding modules for advisors, teams, and clients — tailored to Indian and U.S. financial environments
Launch a GTM strategy targeting independent advisors, boutique wealth firms, and fintech aggregators
With Supernova’s design, product, and distribution support, AdvisorApp went from a CRM concept to a full-fledged AI WealthTech platform in under 6 months.
5. Future Outlook
AdvisorApp is poised to become the go-to AI platform for financial advisors in India and beyond. As clients demand more personalization, automation, and digital service, the need for AI-first advisor tools will explode.
On the roadmap:
Voice-to-note summaries of meetings
Portfolio performance reports via WhatsApp
Integrated referral management
AI onboarding for investor profiling and suitability analysis
AdvisorApp is building the intelligent backbone for the next generation of financial advisory firms — lean, smart, and always one step ahead.