Giving advice your clients can act on.
Research verified organizations, compare them side by side, and walk into every client meeting with a recommendation that explains itself.
No commissions or referral fees · Client preferences stay private · Research you can document
Everything between "my client wants to give" and a confident recommendation.
Intelligence profiles show leadership, verification status, funding priorities, readiness, and available evidence — with review dates you can cite.
Line up candidates on cause fit, geography, readiness, budget, and reporting — the same criteria for every organization, every time.
Generate a client-ready report with match reasons, verification status, and reporting expectations — ready for the meeting, not the night before.
Separate portfolios per client, allocation views across causes and regions, and introduction tracking across every relationship.
From client values to a working portfolio.
Built to slot into the planning conversation you're already having — not to replace it.
Record each client's causes, geography, giving range, and reporting preferences in a private profile.
Discovery surfaces aligned, verified organizations. Save candidates and compare them on consistent criteria.
Generate a recommendation report with the why behind every organization — alignment, verification, and expectations.
Track introductions, gifts, and reporting over time — and revisit the portfolio at every review.
Reports that hold up in the room.
Every recommendation shows its work: why each organization matched, what was verified and when, and what reporting the client can expect. No black-box scores — nothing you can't stand behind.
Bring philanthropy into your practice.
Create an adviser account in minutes, or explore the dashboard with sample clients first.