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Total Prospects
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Active Campaigns
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Emails Sent
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Replies
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Waitlist
| Time | Prospect | Wealth Signal | Touch | Status |
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Signal type:
| Name | Wealth Signal | Amount | Urgency | Status | Actions | |
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| Prospect | Wealth Signal | Template | Touch | Status | Next Email | Started | Actions |
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| Date | Prospect | Wealth Signal | Touch | Subject | Status | Actions |
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AI Prospect Discovery RIA Mode
Run an AI agent to search SEC IAPD, FINRA databases, and industry directories for independent advisors matching your ICP. Results are saved and can be imported as prospects.
| Name | Firm / Role | AUM est. | State | Hook | Actions | |
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| Run discovery to see results | ||||||
Which touch drove the reply?
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Campaign funnel
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Campaigns
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Emails Sent
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Replies
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Reply Rate
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Booked
| Prospect | Firm | Template | Total Sent | Reply Touch | Replied At | Booked |
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Pipeline funnel
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Emails Sent
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Unique Opens
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Replies
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Calls Booked
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Hard Bounces
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Open & reply rate by touch
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| Opened At | Prospect | Firm | Touch | Subject |
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| Firm | Bounce Type | Reason | Touch | Bounced At | Suppressed | |
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Active Trials
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Converted
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Payment Failed
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Expired / Paused
| FA Email | Trial Status | Days Left | Emails Sent | Payment History | Flags | Actions |
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| FA Email | Trial Status | Prospects | Emails Sent | Replies | Follow-Up Status | Flagged | Actions |
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| No follow-ups pending. They auto-populate 24h after trial expiry. | |||||||
Manual Conversion Override
Upgrade a trial account to paid immediately. Use this when an FA pays outside the automated flow or when a payment capture succeeded but the status wasn't updated automatically.
| Prospect | Touch | Tone | Compelling | Issues | Flagged | Actions |
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📬
Select a reply to read
| Slot | Name | Firm | AUM | Challenge | Booked | |
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3-email sequence triggered on every /book confirmation. T1 +1h · T2 −2 days · T3 −2 hours
Per-Touch Performance
| Touch | When | Subject | Sent | Opened | Open Rate |
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Enrollees
| Name | Firm / AUM | Demo Slot | Status | T1 | T2 | T3 | Next Send | |
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Score Distribution
Teardown CTA
Viral Forwards
Recent Audit Leads
| Score | Status | AUM | Teardown | Date | ||
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Recent Viral Forwards
| Sender | Recipient | Sent | Date |
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Auto-nudge unbooked positives at 24h
When a reply is classified as positive and the prospect hasn't booked within 24 hours, Stoke automatically sends a warm one-liner nudge with a calendar link. Runs hourly. Nudges with a copy score below 70 are held for your approval.
Pending Nudge Approvals
Nudges that scored below 70 on copy review. Review each one before it sends.
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Data Export
Download all your data. Available at any time — no need to cancel to access your records.
Data Deletion
Request deletion of all data associated with an account. Data is held for 30 days, then permanently deleted.
A confirmation email is sent immediately. Immediate deletion is also available.
A confirmation email is sent immediately. Immediate deletion is also available.
Pending Deletion Requests
| Requested | Scheduled Delete | Immediate | Confirmation Sent | Status | |
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Ideal Client Profile
Define the HNW individual you want to find. Stoke surfaces prospects who match — people with a recent wealth event, in your target geography, at the right asset level. You set the filter; we find the people.
Wealth Signal Types to Target
Which types of wealth events indicate your ideal prospect? Select all that apply — Stoke prioritizes individuals whose recent signals match these categories.
Target Wealth Range
Minimum and maximum estimated investable assets for your ideal HNW prospect.
Minimum ($K)
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Maximum ($K, blank = no limit)
$250K – $10M+
Geography Preferences
Which states should Stoke prioritize when surfacing HNW prospects? Leave empty to search nationwide.
Recommended Templates for Your ICP
Templates are tagged by archetype fit. When you launch a campaign, only templates matching your selected archetypes are shown.
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Eligible
Awaiting T6
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T6 Sent
Audit-led
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T6 Opens
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T7 Sent
Blog-led
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T7 Opens
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Replies
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Bookings
Per-Touch Attribution
Touch 6 — Audit-led
"I built a tool you can use without talking to me"
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Touch 7 — Blog-led
"70% of RIA cold emails fail FINRA 2210"
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Enrolled Prospects
| Prospect | Cohort | Status | T6 Sent | T6 Open | T7 Sent | T7 Open | Reply | Receipts |
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