Conduit+ connects your CRM, custodian, email, and planning tools into one unified advisor intelligence platform — then adds the behavioral and financial ratio insights that take client relationships from good to exceptional.
No credit card. No commitment. Early access is free.
"More than a tool — a true partner. Conduit+ flows through every part of your practice, bringing clarity, compliance, and connection together in one place."
Conduit+ brings together the data, workflows, and intelligence advisors need to run a world-class practice — without switching between a dozen different tools.
Walk into every meeting prepared. Conduit+ generates a pre-meeting client brief in seconds — pulling from emails, calendar events, CRM notes, account activity, and open tasks to surface what matters right now.
Every email, meeting, note, task, account event, and document in a single chronological feed per client. No more hunting across four platforms to understand what happened last quarter.
Track what drives growth — client meetings, new AUM, prospect pipeline, COI outreach, CE credits, publishing goals. Set targets, log activity, and see where you stand in real time.
38 pre-built compliance items seeded for your firm — Form ADV, privacy notices, IARD renewal, access person reports, and more. Recurring items auto-generate on completion. Never miss a deadline again.
Snapshot a client's financial health instantly — liquidity, savings rate, debt load, insurance coverage, tax rate, and investment allocation — tracked over time so you can show progress at every review.
Go beyond a single risk score. Conduit+ separates risk tolerance, risk capacity, and risk perception — then maps behavioral biases so you can have the right conversation with every client.
Automatically detect when a client's risk score, assigned model, and signed investment objective drift out of alignment. One-click e-signature workflows resolve discrepancies before they become exam findings.
Maintain a formal approved investment list with structured due diligence reviews, meeting notes, committee outcomes, and automatically scheduled review reminders — all in one auditable record.
A structured checklist for every new client — account opening, compliance disclosures, IPS execution, custodian setup, and data connection — tracked from prospect to fully onboarded.
No data migration. No rip-and-replace. Conduit+ sits above your existing tools and synthesizes everything into actionable advisor intelligence.
Link your CRM, custodian, email, calendar, and planning tools. Conduit+ pulls data from each and normalizes it into a unified client record.
Your Wealthbox contacts, Altruist accounts, Google emails, and calendar meetings flow in — organized by client and household.
Before every meeting, Conduit+ generates a brief. Behavioral flags surface. Planning opportunities appear. Compliance items stay current.
Less time in systems. More time in relationships. Conduit+ handles the intelligence layer so you can do what only you can do.
Conduit+ is built around your existing stack, not as a replacement for it.
Conduit+ is designed for independent advisory practices that want enterprise-grade intelligence without enterprise complexity.
Run compliance, client relationships, and business development without a full operations team. Conduit+ is your CCO, CRM analyst, and meeting prep assistant in one.
Give every advisor on your team the same intelligence layer. Firm-level compliance tracking, KPI visibility, and consistent client experience across the book.
Firms scaling from $50M to $500M AUM hit operational walls fast. Conduit+ removes the friction so growth doesn't require doubling headcount.
Early access is limited. Join the waitlist and we'll reach out when your spot is ready.
No credit card. No commitment. Early access is free.
Effective date: March 26, 2026
Conduit+ is an advisor intelligence platform operated by Entrusted Wealth LLC. Our website is conduitplus.io.
We collect email addresses submitted through our waitlist form. When you use the Conduit+ platform, we collect data you provide including client records, integration credentials, and usage data necessary to operate the service.
Waitlist email addresses are used solely to contact you about early access to Conduit+. We do not sell, rent, or share your email with third parties. Platform data is used to provide and improve the Conduit+ service.
We implement industry-standard security measures including encryption in transit and at rest, row-level security on all data, and access controls.
Conduit+ connects to third-party platforms using credentials you provide. We access only the data necessary to provide the integration functionality you have authorized.
You may request deletion of your email from our waitlist at any time by contacting privacy@conduitplus.io. Platform users may request export or deletion of their data in accordance with applicable law.
privacy@conduitplus.io
Effective date: March 26, 2026
By accessing conduitplus.io or using the Conduit+ platform you agree to these terms. If you do not agree, do not use the service.
Conduit+ provides an advisor intelligence platform for registered investment advisers and financial advisory firms.
Conduit+ is intended for use by licensed financial professionals. By using the platform you represent that you are authorized to access the client data and third-party accounts you connect.
Your use of client data through Conduit+ must comply with applicable law including the Investment Advisers Act and Regulation S-P. You are responsible for obtaining appropriate client consents for data processing.
Conduit+ provides tools to assist advisors. It does not constitute legal, compliance, or investment advice. You remain responsible for your own regulatory compliance obligations.
To the maximum extent permitted by law, Conduit+ shall not be liable for any indirect, incidental, or consequential damages arising from use of the platform.
legal@conduitplus.io