Fully Automated, 24/7

Respond Instantly, and Follow-up Persistently

The Prospecting Assistant automatically detects leads as they come in, and triggers a message within minutes.

The system will persistently follow up until you get a response, and pause automatically when it detects interaction.

Save time and schedule 40% more meetings, with automatic lead follow-up.

Works with these lead sources, and more…


Turnkey Prospect Nurturing

Following up is just as important as capturing the initial contact details. But it’s impossible to follow up with every lead.

Harbor’s Intelligent Nurture automates this, with built-in content specifically for Financial Advisors, optimized to capture attention, and drive engagement.


Don’t Take Our Word For It

Watch a video testimonial from Ford Stokes

“I’ve got 5 meetings on our next business day, and 3 of them came through the Harbor Plan system. It’s a good situation”

- Ford Stokes, Active Wealth Management


Review a Case Study with Adam Harding

Harbor’s Financial Health Quiz re-activated several old leads that I had been trying to convert for months. One of those leads is now a $1.5M client. I was really impressed with the results.

- Adam Harding, Adam Harding Investments

Ready to start prospecting more efficiently?