Every transition, visible from first call to close
Pipelines is the board your succession team actually runs on — cards for every case, a CRM behind each one, and a weighted value that tells leadership what's really going to close.
Every card is a mini-CRM
Open a card and get the full record: owner, primary agent, priority, close date, activity history, tasks, valuations, and files — so nothing about a transition lives in someone's inbox.
The same steps, every single case
Link a task category to a pipeline once, and every new card — every succession case, every deal — gets the same checklist automatically. Consistency without anyone having to remember the process.
Any workflow, any number of pipelines
Succession planning, deal flow, recruitment — each gets its own board, its own stages, its own win percentages. Weighted value rolls up automatically, so leadership sees a real forecast, not a wish list.
Everything the advisor lifecycle needs
Risk, engagement, and transition — every feature connected in one system, for both sides of the relationship.
Built alongside the firms that run it
Every block is shaped with the home offices and advisors who use it every day.
"FindBob has been a tremendous and collaborative partner in bringing to life and customizing this extensive platform so that Raymond James advisors can fully benefit from this comprehensive offering."
"It's exciting to work with a vendor as experienced as FindBob, but who still brings a fresh resource to the insurance industry. Many of our agents are in either acquisition mode or approaching retirement, and this provides a great way to expand their options beyond their personal network."
"Providing value-added support to our agency partners is a key strategy at FMH. Looking for opportunities to grow or develop a transition plan for a book of business can be challenging for agents, and this tool is meant to ease that process as well as facilitate easier business transitions for customers."
"When your clients know you're gone, they're motivated to look for someone else — the advisors in the marketplace know you're gone too, and they're motivated to get your client. How long is your client going to stay with your practice?"
Enterprise scale, or your first building block. Same platform.
Works with the tools your firm already uses
E-signature, accounting, and AI — connected in minutes.
