Advisor Metrix was founded by Thom K. Hall, CFP®, ChFC, a financial professional who began Thom K. Hall Financial Group in 2000, and has been advising clients on how to preserve and manage wealth for over 25 years. Thom believes that financial planning is about a person’s values not just their money, and successfully completed the requirements to become a CERTIFIED FINANCIAL PLANNER™ professional through the Certified Financial Planner Board of Standards, Inc.
As a long time financial advisor, Thom has always kept an eye out for innovative technology tools that could help grow his business or improve the experience he offers his clients. But when he looked around for a business management dashboard designed to provide a consolidated, clear view of his business operations, there just wasn’t anything available that met his needs. And so he built Advisor Metrix.
Advisor Metrix is a business intelligence and insights software designed to deliver essential data to financial professionals in a single, instantly accessible view. Through a frictionless, feature-rich dashboard and best-of-breed integrations with leading fintech solutions, Advisor Metrix provides a consolidated look at business and client data, enabling financial professionals to more accurately monitor and evaluate the performance of their practice, provide more meaningful advice, and improve efficiency and productivity within their teams.