Cashmere Portal

Orchestrate Client Acquisition with Cashmere Portal

The Cashmere Portal is an end-to-end command center for lead generation, giving you control over all your operations behind a single pane of glass.

Features

Advisor-Prospect Matching

Match advisors with prospects based on best fit and overlaps.

Custom Data Feeds

Create and manage data feeds tailored to specific client archetypes.

Archetype Management

Save and manage client archetypes, and discover new prospects that match these profiles.

Data Export

Export data or integrate it into your existing platforms.

People Lookup

Look up individuals by name to get their information.

Engagement Hub

See and engage with prospect data all in one place, and get suggested outreach content for each prospect.

Configure Integrations

Connect to your existing platforms, find new data sources, manage permissions across the organization.

Referral Insights

Discover the most likely referral or warm intro path based on mutual connection and shared background.

Import Prospects

Upload existing prospect lists to receive automatically enriched profiles with Cashmere scoring, mutual connections and personal information.

Benefits

Engage with Prospect Data for Streamlined Operations

Efficiency

Save time by centralizing and automating data management.

Personalization

Tailor engagement strategies to specific client archetypes.