Tens of thousands of independent financial advisors use Staq to decide what technology to buy. When they ask which CRM to use, which planning tool, which risk platform — Staq gives them one answer. That answer is driven by merit. But being in the room matters.
Transparent. Rigorous. Worth it.
Submit your product for review. Takes 10 minutes. We ask about your product, integrations, pricing, and what makes you genuinely different.
Not a badge. Not a directory entry. A live intelligence feed into where your product stands with thousands of advisors.
When advisors ask Staq's AI co-pilot which tools to use, your product is part of the answer — when it's genuinely the right fit. Every Co-Pilot response that mentions your product is logged in your dashboard.
See exactly how many advisors are being prescribed your tool this week, the AUM ranges and firm types of those advisors, and how your prescription rate trends over time.
Track how many advisors viewed your full profile, how long they spent on it, and whether they added you to their stack or comparison shortlist.
Your product profile in the Staq knowledge base is the source of truth Co-Pilot uses when answering advisor questions. You own it. When something changes, you update it and we publish it.
See your Staq score vs. your primary alternatives. See which categories your competitors are winning and where you're outperforming. Know how the algorithm compares you.
When an advisor is actively evaluating tools in your category and your product is on their shortlist, you can see that signal in your dashboard. Warm, not cold.
Every tool is evaluated on the same criteria. No exceptions. Minimum score of 8.2/10 to be listed. This is non-negotiable.
Does it do the core job at an excellent level?
How cleanly does it connect to the rest of the advisor stack?
Uptime, stability, trust. Advisors cannot afford downtime.
Quality and responsiveness when things go wrong.
How hard is it to get running? What does onboarding actually look like?
Value for the money relative to what it delivers.
Data security certifications, compliance posture, access controls.
Is the product growing, investing in R&D, gaining market share?
Is this something advisors actually enjoy using?
We are not a directory with fifteen tiers and hidden fees. One listing, full platform, everything included.
Your product may already be evaluated and listed. Claim your profile, activate your vendor account, and start seeing your analytics.