The Three-Dimensional Advantage: predictive timing that identifies UHNW prospects 12-24 months before liquidity events, behavioral calibration that matches messaging to prospect psychology, and intelligence infrastructure your practice owns permanently.
Every incumbent tool solves WHO to call. None solve WHEN to call or WHAT to say.
| Dimension | Incumbent Tools | Talyx |
|---|---|---|
| WHO to call | ✓ Solved (commodity) | — |
| WHEN to call | ✗ Event notification only | ✓ Predictive timing 12-24 months forward |
| WHAT to say | ✗ Zero capability | ✓ Behavioral calibration by archetype |
PE fund lifecycles, practice sale timelines, executive equity vesting windows — structurally predictable 12-24 months before public announcement. Incumbents notify after events happen. Talyx predicts before.
Zero competitors offer psychographic profiling for wealth management prospecting. Talyx maps each prospect to a behavioral archetype and calibrates communication style, risk framing, and trust triggers accordingly.
It's obvious different behavioral profiles and personalities should drive engagement strategy. It's not obvious how to find and return psychological alpha at scale.
Three predominant behavioral profiles drive new UHNW client types; wealth advisory intelligence must evolve to reduce friction, decrease sales cycles and increase AUM faster that you thought possible. That's Talyx.
$25M–$75M
First-generation wealth creators, 40-60, recent liquidity events. Growth-oriented but fear of loss. Skeptical of institutions. Overconfidence bias.
Urgency: 10/10 — tax optimization at liquidity costs 20-40% of wealth if mishandled.
Trust trigger: Expertise-first. Lead with specialist credentials and data.
$30M–$100M
Inherited wealth from family business or legacy portfolio. Capital preservation focus. "Shirtsleeves to shirtsleeves" anxiety. Complex legacy trust structures.
Urgency: 7/10 — 90% of heirs fire their parents' advisor.
Trust trigger: Relationship-first. Lead with stability and discretion.
$25M–$50M
Accumulated wealth through equity compensation (ISOs, RSUs, PSUs). Analytical, process-oriented, risk-aware. 10b5-1 plan navigation.
Urgency: 9/10 — timing windows are non-negotiable.
Trust trigger: Process-first. Position as "personal CFO."
Traditional prospect development relies on personal networks and referral requests. The result: inconsistent pipeline and missed opportunities.
Discover how the Three-Dimensional Advantage transforms reactive networking into systematic prospect intelligence.
Schedule BriefingSystematic identification of UHNW individuals within your target geography and profile. Comprehensive database beyond your current network.
Social network analysis reveals connection routes between your practice and target prospects. Identify warm introduction pathways.
Scoring framework ranks prospects by accessibility, fit, and opportunity value. Focus limited outreach on highest-probability relationships.
Monitor competitor positioning and prospect relationship status. Early warning on competitive threats to existing relationships.
Outcome: Your practice possesses permanent prospect intelligence capability—operated by your team, owned completely, generating value indefinitely.
Qualified UHNW universe within your target geography, enriched with wealth indicators, liquidity signals, and network positioning. Your systematic prospecting foundation—continuously updated, permanently owned.
Visual network intelligence revealing warm introduction pathways to priority prospects. Transform your existing relationships into systematic access routes—know exactly who connects you to whom.
Documented methodology for ongoing prospect identification, monitoring, and prioritization. Your team maintains and extends the system independently—permanent capability, zero dependency.
Your practice owns permanent prospect intelligence capability. Operated by your team, generating value indefinitely.
Get StartedPWM teams deploying Talyx intelligence shift from post-liquidity competition (8% win rate) to pre-liquidity positioning (31% conversion rate). The Three-Dimensional Advantage — knowing WHO, WHEN, and WHAT — produces measurably superior engagement outcomes across all four institutional categories: wirehouses, RIAs, hybrid broker-dealers, and private banks.
Liquidity events are structurally predictable. The question is whether your practice identifies them 18 months early or 18 months late.
Schedule Intelligence Briefing