One executive should appear once.
Related activity is consolidated into a single profile and timeline instead of becoming duplicate “leads.”
PRODUCT METHODOLOGY
How an equity event becomes an advisor-ready opportunity.
Affluensee does not rank isolated filings. It builds person-level context from observed activity, event sequence, transaction economics and timing—then shows the advisor why an opportunity deserves review.
THREE OPERATING PRINCIPLES
Context before conclusions.
The methodology is designed to make research faster without asking an advisor to trust a black box.
The surrounding events change the meaning.
An exercise followed by a sale is different from an exercise-and-hold pattern. The order matters.
Observed, calculated and inferred are not interchangeable.
Each layer is labeled so an advisor can distinguish evidence from possible planning context.
FROM RAW ACTIVITY TO REVIEW QUEUE
The intelligence process.
Every opportunity moves through the same sequence. Classification happens before scoring, and related events are connected before the platform explains why the moment may matter.
Capture reportable activity and its context.
Security, transaction type, shares, price, ownership form, dates, role and relevant disclosures establish the factual layer.
Determine what actually changed.
Completed sale, intended sale, option exercise, award, purchase, ownership change or routine administration receive different treatment.
Normalize the person and build the sequence.
Names, issuers and related events are consolidated so activity across different days appears in one executive timeline.
Translate the event into usable economics.
Disclosed value, estimated proceeds, exercise cost, economic spread and available concentration context are calculated and labeled.
Rank what deserves advisor attention first.
Magnitude, timing, role, sequence, novelty and evidence quality shape relative review priority.
SIGNAL TAXONOMY
The activity type determines the advisor question.
Affluensee does not collapse every disposition or ownership change into generic liquidity.
Observed transaction
Review proceeds, timing, sequence and the company equity that may remain.
Disclosed intention
Treat as a possible review window—not a completed transaction or confirmed proceeds.
Equity-compensation event
Separate exercise cost from economic spread and connect any later sale activity.
Future ownership complexity
Surface meaningful new grants with vesting, withholding and concentration context.
Increasing exposure
Identify meaningful additions to company-stock ownership without assuming motivation.
Context without a liquidity claim
Preserve material changes that warrant review while filtering routine administration.
OPPORTUNITY PRIORITY
The score answers one question: what should the advisor review first?
It is a relative workflow ranking—not a confidence percentage, net-worth estimate or prediction that someone will become a client.
Can raise priorityGreater magnitude · recent activity · connected events · stronger evidence · relevant executive role
Can lower priorityRoutine administration · stale activity · incomplete evidence · ambiguous matches · repetitive low-information patterns
ILLUSTRATIVE SCORE EXPLANATION91/100
MagnitudeHigh
TimingRecent
Event sequenceConnected
Evidence qualityComplete
Displayed as review priority with visible inputs—not as “91% confidence.”
THE EVIDENCE MODEL
Three layers. Never one vague claim.
The advisor should always be able to tell what was observed, what Affluensee calculated and what remains a planning consideration.
What the disclosure establishes
Person, issuer, role, transaction or notice type, date, shares, price, ownership form and supporting evidence.
Facts from the underlying activityWhat the platform derives
Event value, estimated proceeds, exercise economics, connected sequence, elapsed time and relative priority.
Math and matching with labeled assumptionsWhat may deserve a conversation
Liquidity, tax coordination, diversification, concentrated stock, equity compensation or estate-planning context.
A research prompt—not a personal recommendationPlanned activityIntended, matched, partially matched, ambiguous, expired or unmatched—not silently converted into a sale.
GeographyFiling or issuer location is labeled precisely and never presented as verified residence.
Advisor statusUnknown means unknown. It is never rewritten as “unadvised.”
WHERE ADVISOR JUDGMENT BEGINS
Affluensee prepares the review. The advisor owns the decision.
The platform moves research upstream so the advisor starts with context. It does not replace suitability, compliance review, personal discovery or professional judgment.
AFFLUENSEE HANDLES
- Finding and classifying activity
- Normalizing people and companies
- Connecting related events
- Calculating available economics
- Prioritizing the review queue
- Providing evidence-aware context
THE ADVISOR DECIDES
- Whether the person fits the firm's market
- What additional research is appropriate
- Whether compliance permits outreach
- How and when to contact the prospect
- What personal facts must be discovered
- Whether any planning recommendation fits
SEE THE METHODOLOGY IN PRACTICE