AI-Powered

What is FAVIR™?

Financial Advisor Visibility Index Rating — an AI-native scoring system that measures how well a financial advisor's profile is structured for discovery by AI tools like ChatGPT, Gemini, and Perplexity.

How the Agentic System Works

1
Rule-Based Indexes

Ten profile dimensions — credentials, bio depth, specialties, AUM clarity, fee transparency, online presence, and more — are scored 0–100 using verifiable rules.

2
Specialized Sub-Agents

AI agents independently evaluate qualitative signals (writing quality, positioning clarity, thought leadership) that rules alone can't capture.

3
Synthesizer (Claude)

An orchestrating AI agent combines all indexes, weighs them, and produces your composite FAVIR™ Score plus bespoke, prioritized recommendations for improvement.

The Value for Financial Advisors

  • AI Discoverability: When someone asks an AI assistant for a financial advisor, FAVIR™-optimized profiles are more likely to be surfaced.
  • Actionable Roadmap: Instead of generic advice, you get ranked, impact-scored suggestions specific to your profile gaps.
  • Competitive Benchmark: Understand how your profile compares and where targeted effort yields the highest score gain.
  • Future-Proof Positioning: As AI becomes the primary discovery channel for professional services, a high FAVIR™ score is a durable competitive advantage.

Book a Demo

See how Financial Advisors helps you get discovered by AI. We'll walk you through the platform in 20 minutes.

For Financial Advisors

Get Discovered by AI.

ChatGPT, Perplexity and Google AI are the new referral engines. Build an enhanced AI profile that puts your name in the answer — not buried in a list of links.

  • ✓ Appear in AI-generated advisor recommendations
  • ✓ Showcase your credentials, firm, and philosophy
  • ✓ Connect with individuals actively searching for your specialty
⚡ Quick-fill

Registered with FINRA? Enter your Advisor CRD number to auto-fill your name, firm, email, and more in one click.

Initial Information
Don't know your CRD? We'll look it up from FINRA.
Personal Information

Professional headshot. Min 500x500px, max 5MB. Allowed: .jpg, .jpeg, .gif, .png

Check all languages you actively serve clients in

Company Information
Professional Information
Social Media
Investment Advisor AUM · products · licenses · specialties
Investment Products Offered
Regulatory
Investment Licenses
Investment Specialties
Tax Advisor CPA · EA · JD · tax services & specialties
Professional Licensing
CPA / EA / Attorney Credentials
Tax Services
Compliance
Tax Specialties