# Deal Sourcing & Screening for Financial Advisors

> AI pre-screens deals against the fund's thesis in Orion, drafts a one-page summary per target, and pushes the top 10 to partner review — associate time goes to judgment, not triage.

- **Role:** [Financial Advisor](https://calish.com/workflows/for/financial-advisor/)
- **Category:** [Reporting & Analytics](https://calish.com/workflows/category/reporting-and-analytics/)
- **Specialty:** [Wealth Management](https://calish.com/workflows/specialty/wealth-management/)
- **Action:** Deal Sourcing & Screening
- **Canonical URL:** https://calish.com/workflows/deal-sourcing-and-screening-for-financial-advisor/

## The Problem

Wealth Management associates screen 200 deals to fund 2 — the screening work is where deals get missed and where junior time gets burned.

## What We Build

AI pre-screens deals against the fund's thesis in Orion, drafts a one-page summary per target, and pushes the top 10 to partner review — associate time goes to judgment, not triage.

## Tools & Integrations

- Orion
- Redtail CRM
- eMoney
- Schwab Advisor Center
- Slack

## How It Works

1. **Discovery call.** We map your current deal sourcing & screening process and identify where AI saves the most time.
2. **Build & integrate.** We build the workflow and connect it to the tools you already use — no software changes required.
3. **Review & refine.** You review the results, we fine-tune until it matches your standards, then it runs on autopilot.

## Tool-Specific Implementations

- [Orion](https://calish.com/workflows/with/deal-sourcing-and-screening-for-financial-advisor-with-orion/) — Deal Sourcing & Screening built natively in Orion
- [Redtail CRM](https://calish.com/workflows/with/deal-sourcing-and-screening-for-financial-advisor-with-redtail-crm/) — Deal Sourcing & Screening built natively in Redtail CRM
- [eMoney](https://calish.com/workflows/with/deal-sourcing-and-screening-for-financial-advisor-with-emoney/) — Deal Sourcing & Screening built natively in eMoney
- [Schwab Advisor Center](https://calish.com/workflows/with/deal-sourcing-and-screening-for-financial-advisor-with-schwab-advisor-center/) — Deal Sourcing & Screening built natively in Schwab Advisor Center

## Related Workflows

- [Loan File Assembly for Financial Advisors](https://calish.com/workflows/loan-file-assembly-for-financial-advisor/)
- [Conditional Approval Response for Financial Advisors](https://calish.com/workflows/conditional-approval-response-for-financial-advisor/)
- [Policy Renewal Outreach for Financial Advisors](https://calish.com/workflows/policy-renewal-outreach-for-financial-advisor/)
- [Commercial Quote Preparation for Financial Advisors](https://calish.com/workflows/commercial-quote-preparation-for-financial-advisor/)
- [Closing & Title Package Prep for Financial Advisors](https://calish.com/workflows/closing-and-title-package-prep-for-financial-advisor/)
- [KYC/AML Review for Financial Advisors](https://calish.com/workflows/kyc-aml-review-for-financial-advisor/)

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