Grow Your AUM.
Not Your Admin.
LinkedIn, WhatsApp, email - all client communication in one inbox. AI-powered prospecting and client nurturing that grows your book.
The advisor's dilemma
The reality
💼 LinkedIn message from a $2M prospect...
📱 Client WhatsApps about market volatility...
📧 Email from referral you met last month...
📅 You meant to schedule that quarterly review...
⏰ Day ends, prospects are still waiting...
Another opportunity slips away.
How Dewx works for financial advisors
One platform for prospecting, communication, and client service.
1. Unified Client Inbox
Every message in one place - LinkedIn, WhatsApp, email. Complete client history at your fingertips.
- LinkedIn messages
- WhatsApp conversations
- Email correspondence
2. Prospect Pipeline
Track every prospect from LinkedIn introduction through onboarding. Never lose a high-value opportunity.
3. AI-Powered Outreach
Dew AI writes personalized prospect messages, schedules reviews, and sends market updates automatically.
Dew suggests:
"Sarah Chen (CFO, $1.5M potential) viewed your profile. She's been active in discussions about RSU strategies. Want me to draft an outreach message?"
Everything you need to grow your practice
Purpose-built tools for financial advisors.
Built for every type of advisor
Independent Advisors
Punch above your weight. AI handles prospecting and admin so you can focus on advice.
- • LinkedIn prospecting automation
- • Client review scheduling
- • Referral nurturing
RIAs & Wealth Firms
Scale client service without scaling headcount. Team inbox with individual accountability.
- • Team inbox & assignments
- • Consistent client experience
- • Activity tracking & audit trail
Fee-Only Planners
More touchpoints, more value delivered. AI helps you stay proactive with clients.
- • Proactive outreach
- • Life event triggers
- • Value-add content delivery
LinkedIn is where HNW clients live
The challenge
- • LinkedIn is full of high-net-worth professionals
- • But managing LinkedIn + email + WhatsApp = chaos
- • Most advisors miss messages or forget to follow up
- • Long sales cycles mean prospects go cold
The Dewx solution
- • LinkedIn messages in your unified inbox
- • Multi-channel sequences: LinkedIn → Email → WhatsApp
- • AI-powered personalization at scale
- • Automatic nurturing through long sales cycles
Advisors using Dewx report 3x more qualified meetings from LinkedIn
Connect your communication channels
Meet clients and prospects where they are.
Financial Advisor FAQ
How does Dewx help financial advisors manage client communication?
Dewx brings all your client communication - LinkedIn messages, WhatsApp, and email - into one unified inbox. See the complete history with each client, respond quickly from any device, and never miss an important message about portfolio changes or life events.
Can Dewx help with prospecting on LinkedIn?
Absolutely! Dewx integrates LinkedIn messaging into your unified inbox. You can create multi-channel sequences that start with LinkedIn connection requests, follow up via email, and nurture via WhatsApp - all automated with AI personalization.
How do I track prospects through my sales pipeline?
GTM Hub provides a visual pipeline to track every prospect from first contact through onboarding. See which stage each prospect is at, their communication history, and estimated AUM. Never lose track of a high-value opportunity.
Can Dew AI help with client reviews and market updates?
Yes! Set up automated sequences for quarterly reviews, birthday messages, and market update communications. Dew AI can draft personalized messages based on client portfolios and recent conversations.
Is Dewx suitable for RIAs and wealth management firms?
Yes! Dewx supports team collaboration with shared inboxes, client assignments, and activity tracking. Perfect for firms where multiple advisors need visibility into client relationships or where operations staff handles scheduling.
How does Dewx help with compliance?
Dewx maintains a complete record of all client communication across channels. This audit trail can be exported for compliance reviews. Note: Always consult your compliance officer regarding communication archival requirements.
See what agencies Dew replaces
Explore how Dewx replaces specific agency types
Ready to grow your AUM?
Join advisors who've transformed their prospecting and client communication.