Life events move money. Know first.
Vidura tells advisors when clients and prospects change jobs, sell companies, or retire. Public news only, and you review every note before it goes out.
Check your firm's rules on client messaging.
Moments that matter
A client changes jobs
New role, new benefits, new questions.
A client sells a company
Reach out with care, at the right time.
A client retires
Be there for the next chapter.
An example
Funding roundConfirmed · 2 days ago
Priya Raman · Lumen Labs
Lumen Labs announced a $12M Series A.
Why it matters: You advised Priya at pre-seed. She is hiring now.
Source: example-news.com
Marcus, just saw the news about Northpine. Congratulations. Happy to talk whenever it helps.
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Which clients had a big change this month?
Start with 10 names.