Create a living profile for every advisor Profiles are automatically enriched with details like expertise, credentials, and client focus which enables a dynamic foundation for assigning the right prospects to the right advisors.

Relationships aren’t random, they’re people driven Each advisor is paired with prospects who align with their strengths, experience, and typical client base. By surfacing shared backgrounds and relevant expertise, matches feel more natural, leading to better conversations and stronger connections.

Turn orphaned clients into your next best relationships When an advisor leaves, client books are often reassigned by availability rather than fit. Cashmere re-profiles orphaned accounts and matches them to the advisor best positioned to grow the relationship.