Gone are the days of spreadsheets, disconnected tools, and manual updates. Statosphere gives financial advisors the edge with a fully customized Salesforce solution, streamlined event automation, and real-time prospect tracking – all in one powerful platform.
We clean and import your data from RedTail, WealthBox, HubSpot or Pipedrive.
From mail house signups via Leading Response, Leadjig, RA Marketing and others, scheduling and check-ins to follow-ups and dashboards, we reduce manual work.
Track team and advisor performance, appointment metrics, opportunity KPIs and production in real-time.
From the moment someone registers for an event, Statosphere goes to work: registrations are automatically pulled into Salesforce and assigned to the correct campaign. At the event, staff can check in guests using a tablet, view real-time advisor availability, and instantly schedule meetings on the spot. Once booked, automated emails confirm the appointment to both the prospect and the advisor — all without manual entry.
Statosphere captures granular data across every campaign and appointment, giving you a breakdown of which advisors are closing best by demographic, product type, and even location. Know exactly where to double down, coach, or shift resources — all with one glance at the dashboard.
Forget juggling Excel tabs and update requests. Statosphere provides live, interactive dashboards that visualize campaign ROI, opportunity stages, and pipeline health in real time. Decision-makers get the insight they need — no manual reports required.
With Statosphere, you don’t just see a contact — you see the full picture. Instantly access notes, tasks, emails, call logs, meetings, opportunities, financial summaries, campaign history — and even the household’s dedicated Google Drive folder. Upload, download, and organize files directly within Salesforce without needing to open Google Drive.
Statosphere listens so you can focus. Every client meeting is automatically recorded and summarized using AI into a structured template with sections like: Overall Summary, Background, Minutes, Financial Details, Retirement & Financial Goals, and Motivations & Concerns. It even flags and assigns follow-up tasks to team members — so nothing is forgotten and everything is compliant.
Ditch the patchwork tools. Statosphere centralizes your data, events, and team in a high-performance system designed to grow with your firm. From prospecting to performance tracking, Statosphere helps you replace chaos with clarity.