Command Dashboard
Wealth Management — Platform Overview & Financial Projections
Deal Flow Funnels
Match HNW clients with local vetted advisors
Recruit advisory firms to the platform
Analytics
5-Year Financial Projections
Tiered fee schedule: 0.95% on first $2M · 0.70% on $2–10M · 0.45% above $10M
| Year | AUM | Revenue | EBITDA | Margin | Deals |
|---|
Investor Intelligence
Existing real estate investor base — 200 clients across 22 states.
Investor Rankings
| # | State | City | Capital | Segment |
|---|
Select an investor to view details
Geographic Intelligence
Map view of investor base and RIA acquisition targets.
RIA Acquisition Pipeline
Target wealth management firms for platform growth strategy — Internal sourced + Caz Command Console imports.
Prospect Pipeline
| # | Name | State | Est. AUM | Score ▼ | Stage | Source |
|---|
Select a prospect to view details
Deal Flow Engine
End-to-end workflow for investor deepening and RIA recruitment — from first touch to platform activation.
Rainmaker Playbooks
Platform playbook execution tracker, AI agents, and growth frameworks.
180-Day Action Plan
Platform launch milestones from the Rainmaker Playbook
Filter & sort target firms — run AI agents only on the firms you need, in the order you want
🤖 AI Agent Hub
12 AI agents powered by Gemini · Select a prospect from RIA Pipeline first, then run any agent
Tier 1 — Data Enrichment
Tier 2 — Intelligence
Tier 3 — Outreach & Content
Partnership Assessment
Advisor & practice evaluation for platform fit — powered by the four-zone wiring model.
Partnership Readiness Assessment
Evaluate advisor fit across nine dimensions: four wiring-model zones and five practice & platform fit zones.
Settings
Platform configuration, user management, and integration settings.