How they describe themselves: We are the pre-eminent research tool on Canadian charities and are beginning the transition into big data analytics and data licensing. Overall we are focused on creating technologies to support the philanthropic and social visions of individuals, families, and businesses in North America.
How they describe their product/innovation: The Advisor Toolbox uses proprietary algorithms to help financial and legal advisors provide additional fee value by reducing the research time taken to help clients achieve their charitable giving strategies. Our FinovateFall demo included the client profiling tool, charity search and client typology matching, charity research, and the day-to-day management of a client’s charitable giving (including the scheduling of disbursements and tax receipts). The Toolbox can be incorporated into a client’s existing CRM or wealth advisory software.
Product Distribution Strategy: Direct to Business (B2B), Reseller initiatives, & Data licensing. Key Executives: Gena Rotstein (Chief Conversationalist & Co-Founder), Chris Salmon (COO), Steven Bengtson (CTO), & Eli Aviv (CFO)