Get Found When Clients
Ask AI for Advice
AdvisorX connects your CRM data to AI search trends—so you create the exact content that gets cited by ChatGPT, Claude, and Google AI.
Prospects Aren't Searching Anymore.
They're Asking.
"How do I find a good advisor for retirement planning?"
When ChatGPT answers that question, are you mentioned?
SEO got you ranked on Google. But there's no page 1 in an AI response—you're either cited or you're invisible.
Data-Driven Answer Engine Optimization
Most content strategies are guesswork. AdvisorX takes a different approach.
Your CRM + Market Intent = Perfect Content Match
We analyze what your clients and prospects are actually asking, match it against what consumers are searching for online, and tell you exactly what content to create to show up in AI responses.
Synced with
Wealthbox CRM
How It Works
Connect Your CRM
We pull real questions from your client conversations and prospect inquiries—not generic industry data.
Match to Intent Signals
Our engine pattern-matches your CRM data against real-time search trends to surface high-opportunity topics.
Create What Matters
Generate SEC-compliant, AEO-optimized content for the topics that actually drive AI citations.
Track Your Visibility
Monitor your presence across ChatGPT, Claude, Perplexity, Gemini, Grok, and Google AI Overview.
See Your AEO Score Improve
Get detailed optimization reports showing exactly what changes boost your AI visibility.
Why It Works
Generic AEO tools guess at what content you should create. AdvisorX knows—because we're the only platform that combines:
What your clients ask
(CRM signals)
What prospects search
(intent data)
What AI engines cite
(visibility tracking)
The result: content that ranks where it matters.