Insights drive action

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Prospect Identification


Predictive Modeling


Major Gift Metrics


Relationship Mapping


Annual Giving Metrics

Advizor Powers Your Fundraising Leadership

Understand and trust the value of your prospect pool, the revenue you can expect, and the timeline to get there. With easy-to-access reporting and benchmark, track your portfolio’s progress.

Fundraising & Advancement Leaders

Put Advizor to work for your fundraising outcomes.

Portfolio oversight to

Gain Actionable Insights

Know that your team is focusing its fundraising and relationship development efforts on the right prospects.

Track outcomes and easily pull data for board reports. Advizor gives you simple line-of-site into your advancement efforts.

Minimize your team’s inefficiencies to

Maximize Revenue and Fundraising Outcomes

Track progress to goals, easily.  Drill down to see details. With easy access to performance data, fundraising leaders can instill a culture of change management.

Use Advizor in team 1x1s and coaching sessions with gift officers.

Prospect Easily and Appropriately

Advizor brings all your data together in one convenient place, so fundraisers and research teams can be more proactive and effective in their day-to-day efforts. 


 Let Advizor guide you to your North Star metric. Our tools point you to the right donors.

Interactive, easy-to-share reports

Make your day more simple

Advizor’s data visualization system makes prospect research and reporting simple, helping you identify opportunities for growth that paint a clear course of action.

Use this information to find efficiencies in your relationship building with donors.  Advizor makes it simple to quickly plan geography-based visits by drilling down into a specific region and identifying prospects in that region.

Know who to talk to, when Advizor gives you

A clear picture of your portfolio

Across the nonprofit world, donor files are shrinking and revenue expectations are not being met. Major Gift Officers often don’t know the total value of their portfolio, and inefficiencies are keeping fundraisers from reaching their full potential.

Advizor helps fundraisers see the true value of their prospect pools, and make quicker, smarter decisions to drive better fundraising results.

Advizor is IT-friendly

Advizor is data discovery software that plays well with your other systems and tools like Tableau or Power BI. We complement your technology ecosystem and give you:

  • Embedded predictive analytics
  • Interactive visual displays customized to your team’s needs
  • In-memory data mart
  • On-premise or Cloud-based solutions. That’s your choice.


IT Teams

Manage the data more easily and integrate seamlessly into your systems.

Seriously streamline your day with

Integrated Donor Data Systems

Advizor can work with data from any CRM system or other data source.  We work closely with the top data systems such as Salesforce, Raiser’s Edge NXT, Blackbaud CRM and other marketing automation and donor data platforms.

Get up and running within weeks…

Data Warehousing Made Easy

Most data wharehousing projects take years of investment and millions of dollars.  With Advizor, you can be up and running within just twelve weeks. That’s no joke.

We Play Nice In the Sandbox

Advizor is focused on integration and partnership with the best and brightest technology companies and services solutions.

Partners & Integrations

Flexible solutions is what we are about. Advizor is proud to partner and integrate with other great technology providers, tools and systems.

Together we’re better through

Integration & Services Partnerships

Advizor has teamed with some of the leading solution providers in the business.  Our partners are located in the US as well as in several countries around the world, including Japan, Italy, Spain, Brazil, and Indonesia.  Our goal is to bring our customers the strategic, value-added advantage of a complete “one-stop” solution.

Advizor offers comprehensive certification programs for Affiliate, Value Added Reseller (VAR), Distributor, and OEM partners.