YOUR ADVISOR NETWORK
Great matches start
with the right people.
Manage which advisors are available to the matching engine.
Advisor profiles 10
| ADVISOR ID | ADVISOR | FOCUS | MINIMUM | MATCHING |
|---|
Sample profiles are labeled fictional. Invited advisors need a completed profile and must be enabled before matching.
GROW YOUR NETWORK
Invite the right people.
Advisors use one-time email links to create their profile and return whenever they need to update it.
Send an advisor invitation
Links have no time limit and work once. Advisors can request a fresh link whenever they need to sign in again.
Invited advisors
TRY THE ENGINE
From answers to introductions.
Edit the sample client JSON and let your selected model choose up to three eligible advisors.
Sample client summary
Answer as a prospect to fill the test JSON automatically.
Optional · This sample response is included in matching. Edit it or leave it blank.
· API usage charges apply.
Your matches
Only enabled, eligible advisors are considered. Survey-based matching is used if AI is unavailable.
CONNECTION SETTINGS
Power your matching engine.
Choose your matching model and connect its API key.
Matching model
Your selection is saved. If this provider is unavailable, survey-based matching keeps eligible introductions available.
TypeSafe API
Not configuredYour key is encrypted on the server and never displayed after saving.
Run a matching test to verify your key. Client answers, additional notes and eligible advisor profiles are sent to TypeSafe. Fit scores are shown on a 0–100 scale; they are not probabilities of success.
OpenAI API
Not configuredYour key is encrypted on the server. Once saved, it cannot be viewed here.
Saving checks the key format. Run a matching test to verify it with OpenAI. Client answers and eligible advisor profiles are sent to OpenAI during matching.
Advisor invitation emails
Not configuredConnect Resend to deliver invitation and sign-in links.
Verify your sending domain in Resend first. The key is encrypted and never displayed after saving. Leave the key blank to keep the saved key.
Set up your Resend domain ↗CONNECT YOUR WEBSITE
Matching API access.
Create a token for your programmer’s server to request advisor matches.
Integration guide
Open the API guide ↗ · Download OpenAPI specification
POST https://platform.advisorfind.com/v1/matches
Tokens allow matching only. Keep them on your server, never in browser JavaScript.
Create a token
Copy this token now. It will not be shown again.