For financial advisors

Your book is your business.
Spark helps you show up.

Clients don't leave advisors over performance - they leave advisors who went quiet. And the referrals that actually grow a book come from clients who feel personally known: the advisor who remembered the grandchild, the retirement date, the kid starting at Michigan. Nobody refers their portfolio manager. They refer the person who knows their life.

Spark helps advisors turn good intentions into timely, genuine connection at scale. A handful of names every morning - each with the reason it's the right day to reach out and a draft already written, in your voice. Small sparks of outreach add up to the kind of steady presence clients feel.

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$19.99/mo Pro. First month free. No credit card to start the free tier.

Spark Today screen with reminders and follow-up items — Today - the Hendersons' review is Thursday. Here's what's changed.

The gap your CRM leaves

Redtail holds the records.
Nobody opens it for a birthday.

You already have a CRM - Wealthbox, Redtail, maybe Salesforce Financial Services Cloud if your firm went big. They're built for what the business requires: workflows, audit trails, custodian integrations, the system of record your compliance officer signs off on.

Be honest about how you actually use it, though. It's where meeting notes go to be filed, not where relationships get tended. Nobody opens Redtail on a Tuesday morning to remember that the Carlsons' daughter just had a baby, or that Frank finally retires in March, or that you haven't spoken to a $2M household since their last review. The data might even be in there. The showing up isn't.

Spark doesn't replace your system of record. It does the part it was never built for: putting the right client in front of you on the right morning, with the words already drafted - so going quiet stops being your biggest retention risk.

What this looks like across a book

Six things Spark quietly does for an advisor.

Life events surface on time.

Retirement dates, new grandchildren, a kid heading to college, a house sale closing. Tell Spark once - typed or spoken - and the follow-up arrives in Today when it matters, with a draft that references the actual event. Those are the moments money moves, and the moments clients decide who actually knows them.

"Brief me before the Hendersons call."

Ask Spark before any review meeting and get the relationship picture in one place: when you last talked, what's changed in their family, what you said you'd follow up on. You walk in remembering the daughter's wedding, not scanning a CRM record while the phone rings.

Cadence across the whole book.

Set a rhythm per client - top households monthly, the long tail quarterly - and Spark flags whoever is about to slip through. The quiet B-list client who leaves for the advisor who calls? That stops happening, because nobody goes six months unheard from without you choosing it.

Tax season as a touchpoint, not a scramble.

A February nudge per household - "docs are on the way, here's what to watch for, call me before you file if anything looks odd" - turns your busiest season into the proof clients cite when they refer you: my advisor is on it before I ask.

The next generation, before it's urgent.

The industry's open secret: assets leave when they pass to heirs who've never met you. Spark tracks the kids - turning 18, first job, first 401(k) - and nudges you to build those relationships years before the wealth transfer makes it awkward.

Their world, not your newsletter.

Pro users get news-grounded drafts. If a client's company just announced layoffs, or their alma mater made the Final Four, Spark knows - and the check-in mentions it. Specific beats polished, every time someone decides whether to reply.

Getting started

Your book, in. Your households, connected.

Export your contacts from Wealthbox, Redtail, or Salesforce to CSV and drop them in. Spark's AI mapper reads your column headers, proposes a mapping with confidence scores, and flags anything weird. You confirm. It imports. Duplicates merge instead of stacking, and your notes come along.

Then layer in what the CRM never captured well: who's married to whom, whose kids are whose, which clients came from which COI. Spark tracks relationships between contacts, so a household reads like a family, not four records.

Your system of record stays exactly where compliance wants it. Spark is the layer on top - the one you actually open every morning.

Spark CSV import mapping advisor CRM export fields — CSV import - AI-mapped from your CRM export.

The skeptical advisor's questions

Stuff you're probably wondering.

Does this replace Wealthbox / Redtail / Salesforce?

No, and it shouldn't. Those are your system of record - accounts, workflows, the audit trail your firm requires. Spark is the personal layer those tools were never built to be: the thing that gets the right client in front of you each morning with something worth saying. Run both. They do different jobs.

Will Spark contact my clients without me?

Never. Every message Spark drafts shows up in Today for you to send, edit, or skip. We don't auto-fire anything to your contacts ever. In this business especially, nothing should go out under your name that didn't go through your hands - that's the design, not a setting.

What about books-and-records / compliance?

Here's the honest version. Spark never sends anything on your behalf and doesn't sit in your communication channels - every draft is sent by you, from your own email, text, or phone, so Spark doesn't intercept or transmit client communications. That also means your existing books-and-records obligations for what you send are unchanged: if your firm archives outbound email and texts today, messages you send from those channels are captured the same way they always were. Spark isn't a compliance product and we don't claim any certification - check with your CCO about your firm's policies, like you would for any tool that touches client names.

Is client data safe in a consumer-looking app?

Spark stores names, relationships, and the personal context you add - not account numbers, holdings, or financials. Your data is yours: Me → Account → Export my data gives you a JSON export anytime, account deletion is email-confirmed, and deletion deletes or anonymizes account data according to the privacy policy. We never sell or share it. See our privacy promise for the specifics.

I have 300 households. Can Spark handle the whole book?

Yes - that's what the Power tier is for. Every contact lives in Spark with birthday and reminder tracking, unlimited on every tier. What's capped is who Spark actively curates and drafts for: Pro covers 100 AI-enabled contacts - a focused book - and Power covers 1,000 for $49.99/mo, which comfortably holds a few hundred households plus spouses, adult kids, and your COI network of CPAs and estate attorneys.

How is this different from my CRM's task reminders?

A task says "call the Hendersons." Spark says why today - their review is Thursday, their son just graduated, it's been 94 days - and hands you the message already written in your voice. Reminders create guilt. Drafts create sent messages. That difference is the entire product.

Try Spark free for a month.

First month of Pro or Power free. No credit card to start the free tier. Cancel anytime through your app store account.