Convert advisor leads before your competitors call them.
iCloseFaster auto-responds to new leads in 60 seconds, books meetings on autopilot, and keeps every interaction audit-ready — so you can focus on advising, not chasing.
A paid lead goes cold fast. Manual follow-up costs meetings.
Three steps. Fully automated.
From lead arrives to meeting booked — without lifting a finger.
Connect Your Lead Sources
Link SmartAsset, SmartVestor, your website form, or any lead source in minutes. New leads land in iCloseFaster automatically.
Respond Instantly — Automatically
The moment a lead arrives, a personalized email, SMS, and voicemail drop fires. You're first to respond every time.
Nurture, Log & Win More Meetings
Leads that don't book on the first touch get a smart nurture sequence. Every interaction is logged and compliance-ready.
Everything an advisor needs. Nothing you don't.
Purpose-built for the way advisors work — not adapted from a generic sales CRM.
Instant Lead Response
Auto-respond to new leads within 60 seconds — before competitors even pick up the phone.
Automated Appointment Booking
Leads book directly into your calendar. No back-and-forth, no missed meetings.
Multi-Channel Outreach
Email, SMS, and voicemail sequences that run on autopilot for every lead source.
Lead Pipeline Tracking
See every lead's status, last contact, and next follow-up in a single dashboard.
Compliance-Ready Logging
Every interaction archived and audit-ready for SEC/FINRA requirements.
Team & OSJ Routing
Route leads by advisor, territory, or lead source — built for RIA teams and enterprise OSJs.
Built for how advisors actually get clients.
SmartAsset leads, seminar attendees, referrals, OSJ teams — iCloseFaster handles them all.
SmartAsset & SmartVestor Leads
Respond to paid leads instantly. Advisors who respond within 60 seconds are 9x more likely to convert — iCloseFaster makes that automatic.
Seminar & Event Follow-Up
Every attendee gets a personalized follow-up sequence the moment your event ends. No lead falls through the cracks.
Referral & Inbound Tracking
Referrals deserve white-glove treatment. Track, log, and follow up on every referral with full visibility for the advisor who sent them.
RIA Team & OSJ Management
Route leads across your advisor roster by territory or specialization. OSJ oversight built in — one dashboard for the whole team.
Built for a regulated industry.
iCloseFaster was designed from the ground up for SEC and FINRA-registered advisors. Every client interaction is automatically logged, archived, and audit-ready — no extra steps required.
View Compliance Details →- All communications archived and retrievable
- Opt-out and unsubscribe handling built in
- Audit trail for every lead touchpoint
- Data encrypted in transit and at rest
- Role-based access controls for OSJ oversight
- Designed to support SEC/FINRA supervision requirements
Simple, transparent pricing.
Plans for solo advisors, RIA teams, and enterprise OSJs.
Book a 20-minute demo
See how iCloseFaster helps you respond first and win more meetings.
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