AI tools like Claude, ChatGPT, and Perplexity have become a regular part of how distribution, asset-raising, and business development teams research firms and prepare for outreach. The limitation has always been data access. On their own,..

Registered investment advisors receive dozens, if not hundreds, of emails a week from vendors, asset managers, and ETF issuers, and most get deleted within seconds. Advisors engage with emails that are personalized with real firm data..