Nurture your COI relationships. Grow your practice.
Jim's CPA Maria Chen has sent him 3 referrals worth $840K in AUM.
He hasn't reached out to her in 47 days.
He doesn't know either of those things.
The problem
Most advisors have 5–20 professional relationships driving their practice.
Almost none of them know which ones actually matter.
How it works
Four things working together that most advisors have never had in one place. Most spend under 5 minutes a week.
The system knows what a healthy COI mix looks like. It finds the gaps — missing estate attorney, no financial planner — and surfaces local candidates with fit rationale.
Tax season for CPAs. Market volatility for estate attorneys. Work anniversaries. When a trigger fires, a notification lands in your inbox with a pre-written draft. Open the app to send or copy it in under two minutes.
Every referral gets logged and attributed. Maria Chen — $840K AUM over 3 years. The number that was always there, now visible for the first time.
Give each COI a personal referral page. When Maria has a client for you, she clicks a button. You get notified. No friction, no hoping she remembers your number.
Advisors with all 5 COI types get 3–5× more referrals. You're missing 2.
"Hi Maria, with tax season coming up I wanted to check in — hope things are going well at Rivkin & Chen. If any of your clients are looking for help managing assets coming out of a major tax event, I'd love an intro..."
"Send article on Roth conversions"
The referral loop
Most advisors rely on their COIs to remember their name, find their contact, and compose a message — every time they have a potential referral. That friction costs you clients.
COI View gives each of your COIs a personalized page with your ideal client brief and a one-click referral form. Maria Chen has a button. When she has a client for you, she clicks it. You get notified immediately.
No COI account required. No app for them to download. Just a link you share once.
"[Replace with your real quote — the moment you sent a COI their link and they said they'd never had an advisor make it that easy.]"
Pricing
Everything included. No COI limits, no feature gates, no per-seat pricing.
No credit card required. Cancel anytime.
Questions
The things advisors actually ask before signing up.
Grove is not a CRM. It's a relationship intelligence layer for the 5–20 professional relationships that send you clients. It lives next to your CRM, not instead of it. Your CRM tracks clients. This tracks the people who find you clients.
The messages go to your COIs — CPAs, attorneys, mortgage brokers — not to clients. These are business development communications, not regulated client-facing content. You review every draft and either send it directly from Grove or copy it to your own email. Nothing leaves without you clicking a button.
When a trigger fires, the system drafts outreach based on your relationship history and the specific moment — tax season, anniversary, overdue. The draft lands in your inbox alongside the trigger notification. You review it, edit if you want, then either send directly from Grove or copy it to your own email. Nothing goes out without your approval.
The product comes to you. Your trigger email arrives when one of your COIs needs attention — draft already written. Most advisors send in under two minutes without opening a dashboard. The attribution log builds in the background whether or not you're actively in the product.
Your COI list and referral data is stored in a private, secure database. We don't share it with third parties. We don't use it to train models. Your relationship data is yours.
You'll get a reminder before the 14 days are up and can subscribe or cancel. No automatic charge. No "gotcha" moment. If it hasn't been useful, you walk away with nothing owed.