AI email outreach for asset managers

More personal outreach.Less campaign work.

Bring your prospect list, add your campaign context, and let AllocateEdge prepare personalized email drafts. Review the wording, schedule follow-ups across your sending inboxes, and track campaign activity in one workspace.

See how it works

Research prospects Prepare drafts Review and send Follow the conversation

Your workspace, at a glance

Overview

Workspace connected

Leads contacted128Across your campaigns

Active campaigns3Outreach in progress

Awaiting review8Drafts for your decision

Sending todayFirst touches + follow-ups

✓

24 sentAccepted by your provider

◷

16 scheduledReady for the next sending window

Sending capacityNext 12 days

TodayNext week

Needs your attention

8 drafts to reviewKeep your campaign moving

3 campaign repliesContinue the conversation

Every next step, in one place.

Advisor introductionTwo-step sequence · Human review

Active

Your outreach, in one workspace.

Research and personalization

Give every email a relevant starting point.

Keep company website research alongside each prospect. Give AI the factual product context, then use sample emails and step instructions to guide the tone and structure of fresh, recipient-specific drafts.

01 / Understand the company

Northvale · Advisor outreach

Company research

Workspace connected

Emma MitchellInvestment Advisor · Cedar Hill Wealth

ContactCompany researchActivity

Research completecedarhill.example.com

Company overview

A planning-led advisory practice.

Cedar Hill Wealth works with business owners and families on long-term financial planning and portfolio construction.

Areas of focus

Retirement planningPortfolio diversificationBusiness owners

Company research stays with the prospect record.

Your review policy

Personalized drafts. Your decision.

Choose manual drafting, AI drafts with human review, or automatic approval. Set the approach for a campaign and adjust individual sequence steps when needed.

Explore the review controls

02 / Prepare the conversation

Northvale · Advisor outreach

Email review

Human review

ApprovedFirst touch · Step 1 of 2

FromAlex Morgan alex@northvale.example.com

ToEmma Mitchell emma@cedarhill.example.com

SubjectA thought on portfolio diversification

Hi Emma,

I noticed Cedar Hill’s focus on long-term planning for business owners. That perspective stood out to our team at Northvale.

We work with advisors who are exploring how diversified investment strategies can fit alongside their clients’ existing portfolios.

Would a brief introduction be useful?

Best,
Alex Morgan
Northvale Asset Management

See the wording, sender, status, and timing before an email goes out.

Capacity planning

Plan the follow-up before the first email goes out.

Make room for the whole sequence. AllocateEdge reserves sending capacity for first touches and follow-ups across your inboxes, taking daily limits, sending days, and pacing into account.

Northvale · Advisor outreach

Sending capacity

Workspace connected

Plan the whole sequenceFirst touches. Follow-ups. Room for both.

Next 28 days

ReservedAvailable

This weekWeek 2Week 3Week 4

See available and committed capacity across your sending inboxes.

Sending visibility

Know what went out and what comes next.

See today’s sent and scheduled emails, with first touches and follow-ups counted separately. Check upcoming and waiting items, and open any email to review its saved content and timing.

Conversation context

Keep the next conversation close.

Find campaign replies in one inbox. Filter by classification and action required, with prospect research and campaign history available in the workspace.

Campaign reportingSee accepted sends, leads contacted, replies, and draft quality.Explore the metrics

Solutions and buyer questions