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Create and manage your bids from this dashboard. Add, edit, or delete bids any time. Access your stream of prospects from your dashboard. You will also receive an email notification each time you successfully win a prospect.
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You set your budget. Add funds to your account manually in increments of $250, $500, or $1,000. Or see our subscription packages to customize our software for you and save money.
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Integrate into your existing sales process or let us build your fully automated funnel to engage leads 24/7/365. Access our Zapier (to 6,000+ different software) and Wealthbox integrations in this dashboard. Need assistance? We have fractional marketing services (for a fee) to take the guesswork out of your engagement process by letting our experts assist you in setting up, managing and optimizing your funnel.
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Create multiple bids. Set different criteria and prices for different prospect types. You are in control. Maximize your ROI. Name each one.
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Set the exact price you want to pay for each prospect with this profile. Top 3 bids for each prospect wins.
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Input the exact criteria of the prospects for this bid. We recommend 2-4 criteria per bid across the 40+ filters available.
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Each prospect includes 40+ self-reported data for personalized outreach and nurture, a valid email address, and explicit permission to contact.
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You will receive a copy of each prospect’s plan, which includes this financial summary overview.
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Send personalized outreach and nurture campaigns using the prospect’s data as a better way to start the conversation. Integrate into your existing process or let us build your fully automated, tailored funnel to engage and nurture prospects 24/7/365.
Product Description
About this Product
Generate a steady stream of pre-qualified prospects to grow your business:
- Get the exact leads you want (none you don’t) at your price
- Each prospect includes 40+ data points for tailored outreach
- Boost ROI: Build an automated funnel to engage prospects 24/7
About Anasova
Anasova offers a modern approach to advisor business growth and lead generation, bridging the gap between click-based marketing and expensive lead purchasing. Our hyper-customizable sales intelligence platform, developed by an advisor for advisors, systematically identifies and provides prospects you define as your target market at a price you set to ensure efficient pipeline growth and eliminate distractions from unqualified leads. With open architecture automations and integrations, you can build your engagement process seamlessly into your existing infrastructure. With fresh prospects, precise control of prospect criteria and pricing, full automation opportunities, and access to expert resources, Anasova empowers businesses to minimize risk, maximize ROI, and achieve sustainable growth in the digital landscape.
Product Details
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Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.