For wirehouse and private bank advisors
The AI on your desk takes notes. It does not find clients
The platform handles the meeting summary and pulls up whatever it already knows about the person sitting across the table. What it was never built to do is tell you who to sit across from next. That is a discovery problem, not a research problem, and it sits entirely outside the stack you were issued. Plotbook is a map of your actual territory, priced and bought the way you would buy any other individual subscription, with no request to file and nothing that dials, sends, or automates contact on your behalf.
The job today
A firm that hands you everything except the next name
The stack you were issued is genuinely good at what it does. A meeting notetaker drafts the summary and the follow-up. A CRM holds every household you already brought in. Planning software models what you already know about them. None of it was designed to answer a question that has nothing to do with any existing record: who, within the neighborhoods you already drive through, is worth a conversation you have not had yet.
That gap is not a firm failing so much as a category boundary. Meeting AI works from a transcript, and a transcript requires a meeting. Research retrieval works from a name, and a name requires someone to have said it first. Both tools start after discovery has already happened. The actual first step, noticing that the house on the corner belongs to someone worth calling, is upstream of everything on the platform you were issued, and it was never going to be included in a platform contract written for compliance and consistency rather than for one advisor's next ten calls.
So the work defaults to what it always defaulted to: referrals, the occasional lead the home office routes down, and whatever you happen to notice driving your own territory. None of those scale on purpose. A property record does, because it exists for every house whether or not anyone has introduced you to the person who owns it.
How it actually runs
Entirely on your own login
Nothing below requires a request, a ticket, or a conversation with anyone at the firm. It is a subscription you hold the way you would hold any other individual tool, and the loop runs start to finish inside it.
- 01
Sign up on your own card
Trial and every paid tier run through self-serve checkout. There is no seat request, no admin to approve you, and no step that asks for a firm email domain or a corporate card.
- 02
Open the ground you actually cover
Search the neighborhoods around your existing book, or the ones you would like to be in next. Parcels draw in from zoom 14, colored by assessed value across six bands, so you can see the shape of a street before you read a single record.
- 03
Filter to a household that matters to your book
Five value presets, from under $500K to over $10M, match the legend. Set the floor where your practice actually starts and the filter persists between sessions, so the territory stays where you left it.
- 04
Identify the household, or let the agent pierce the entity
A person-owned deed answers instantly with an Owner Lookup: owners and residents at the address, ages, phones, and emails. A deed reading as an LLC, trust, or partnership goes to the research agent, which works registries and mailing addresses toward a named person and shows every step it took.
- 05
Keep the file, and decide for yourself what happens to it
Every result saves into your own prospect book with its wealth estimate, research summary, and the parcel it came from. If you ever want it in a firm system, the export is a CSV, including a Salesforce Import preset. Nothing pushes there automatically, and nothing pushes anywhere else at all.
The approved-vendor question
There is nothing here to approve
An approved-vendor list exists to govern things that touch firm data, firm systems, or firm processes: a CRM plug-in, a data feed, an integration that writes back into something the firm operates. Plotbook was not built as any of those. It is a standalone subscription with its own login, its own database, and its own billing, and the only way information leaves it is a CSV file you choose to generate and move yourself.
That is a deliberate boundary, not a missing feature. There is no API hook into a CRM, no SSO tie-in to a firm identity provider, and no data-sharing agreement of any kind, because none of those exist yet. Buying it does not require anyone at the firm to say yes, because there is nothing for them to say yes to. It sits next to your workflow, not inside it.
- Self-serve signup and billing, no procurement step of any kind
- No firm-system integration, no API hook, no SSO
- The only export path is a CSV you generate and move yourself
- Nothing here requests firm data or writes back into a firm system
What this is not
Research and pre-meeting intelligence. Nothing dials
This is the distinction that matters more than any feature on this page. Plotbook identifies a household, estimates a wealth range, and surfaces contact details you can choose to use. It does not send an email, place a call, queue a text, or run any kind of sequence. There is no dialer in the product, no send button attached to a research result, and no automation that initiates contact with anyone on your behalf, at any point in the workflow.
That is the property that makes it survivable if a branch manager or a compliance officer ever asks what it is. It is not an outbound tool wearing a research label. Every profile ends at a decision point that stays entirely yours: whether to reach out, how, and through whatever process already governs advertising, suitability, and record keeping where you work. Plotbook's job stops at telling you who is worth that decision.
- No dialer, no send button, no sequencing, anywhere in the product
- Every research run ends at a profile, not at an outbound action
- Whatever rules govern unsolicited contact where you work still apply after
- The research trail is visible end to end, so nothing has to be taken on faith
What you get
A territory map your firm does not issue you
Six pieces that sit entirely outside the platform your firm supplies, built for the part of the job that firm-issued tools were never scoped to cover.
A market you can read at a glance
Nationwide parcel data from Regrid, covering 150M+ parcels, colored by assessed value with the deed owner labeled on the parcel from zoom 16.
Instant household lookup
When the deed names a person, one click returns owners and residents at that address with ages, phones, and emails, role badged so you know who is who.
Entity research the deed alone cannot finish
The agent works LLC, trust, estate, and partnership deeds through registries and mailing addresses toward a named principal, and shows every step it took.
Billed to you, not to a cost center
Self-serve checkout, month to month or annual, on the card you choose. There is no seat management, no admin console, and no firm invoice.
Research only, with no way to send
No dialer, no outbound email, no sequencing, anywhere in the product. Every result is a profile you decide what to do with, never an action taken for you.
A CSV, when and if you want one
26 columns across 8 groups with a Salesforce Import preset. Nothing syncs automatically; the file only exists once you choose to generate it.
What a month costs
Sized for evenings, not a desk you sit at all day
Most advisors working this way are not prospecting full time, they are doing it around an existing book. Starter is built for that pace: browsing the map is included, and only the actions that call a paid data source spend credits.
- Instant household lookup on a person-owned deed
- 15 credits
- Deep AI research on an entity deed
- 25 credits
- Saving and enriching a profile you found another way
- 10 credits
- CSV export, once you are ready to hand a list off
- 5 credits
Owners and residents at the address, with contact details.
Charged only when it delivers a valid profile. Failures and dead ends cost nothing.
Attaches a wealth estimate to a household you already identified.
Requires Professional or above. Up to 5,000 profiles per export.
Starter is $79 a month with 750 credits, roughly 50 instant lookups or 30 entity research runs, and it includes one licensed state, which covers most single-territory advisors without the add-on. Move to Professional at $199 for 2,500 credits and CSV export once the book is big enough that a spreadsheet handoff is worth it. New subscribers get a 7-day free trial with 100 credits, enough to read a few streets you already know before paying anything.
Where Plotbook stops
No firm system knows this exists
Everything below is a boundary held on purpose, because it is exactly the boundary that keeps this from being something a branch manager needs to weigh in on.
It does not touch any firm system
There is no CRM integration, no data feed, and no API connection to Salesforce, Redtail, Wealthbox, or anything a firm operates. The only handoff is a CSV file you generate and move yourself, and nothing writes back into a firm system automatically.
It does not send, dial, or contact anyone
There is no outbound email, no dialer, and no sequencing built into the product, at any step. A research run ends at a profile. Whether and how you reach out stays inside whatever process your firm already requires.
It is not a compliance or supervision system
There is no communications archiving and no supervision or surveillance feed for a branch manager or compliance officer to review, because Plotbook produces research, not communications. Your firm's suitability, advertising, and record-keeping rules still govern everything you do with a result.
It does not know anyone's actual portfolio
There is no held-away asset data, no custodial balance, and no AUM figure behind a profile. Wealth figures are AI-generated estimates shown as ranges with a confidence score, meant to help you decide who to call first, not to underwrite anything.
Think of it as the one tool in your stack that never reports to anyone but you. Your firm's CRM, compliance program, and planning software keep doing exactly what they already do; Plotbook only answers the question that comes before any of them are involved.
See it run
Watch the whole loop, end to end
The full product walkthrough: a market on the map, a research run on an entity deed, and a saved profile exporting to CSV, none of it touching anything but your own login.
Full walkthrough, 3 min. All people, contacts and wealth estimates shown are fictional demo data; property records are real public data.
Questions
What wirehouse and private bank advisors ask first
Open the territory your firm never mapped
No request to file, nothing to integrate, nothing that contacts anyone for you. Point it at the streets around your book and see what the deed says.
New subscribers start with 7 days and 100 credits. We email you before the trial ends.