Pinnacle IFS · prospecting to placement
Two motions. One system.
Pinnacle IFS runs two sister products that bookend one motion in advisor sales. OPEN finds the opportunity. CLOSE executes on it. Same brand, same data, prospecting to placement.
The throughline
One pipeline, from first signal to closed business.
The market is public record. OPEN reads all of it to find who to call and why now. CLOSE takes the relationship from there, working the desk overnight so reps wake to at most three decisions. Same Three-Arc mark, same tokens, same voice. One opens. One closes.
Find the firm›
Score the fit›
Open the relationship›
Work the desk›
Close the day
The two brands
Two products that share everything but the moment they own.
OPEN
Find more. Chase less.
Top of funnel. OPEN turns public SEC filings into a live map of 38,000+ RIA firms and 280,000+ advisors, scores each lead, and routes it to the right Pinnacle desk. Built for the people who find the opportunity.
CLOSE
Open less. Close more.
Bottom of funnel. CLOSE is an AI chief of staff named Andi that works the annuity desk overnight, so reps wake to at most three decisions and a clear finish line. Built for the people who close the business.
One shared system
Built on one brand, so the two never drift.
The same Three-Arc mark carries both products. Only the sweep and the accent change: OPEN opens outward, CLOSE seals nearly shut.
See both halves of the motion.
Start with OPEN to find the opportunity, or CLOSE to work the desk. Same brand, two front doors.
Pinnacle IFS · pinnacleifs.com