Meaningful Metrics and Accurate Insight
Our Early Access program is over, but you can still enjoy the advantages of business intelligence in your firm. Feel more confident when making important business decisions by tracking the time you spend on each client, automatically archiving phone calls for compliance, and monitoring the health of your business with quick dashboard access. Watch the video below to learn more about how Advisor Metrix supports advisors.
Consolidated Business Insights in a Single Dashboard
We deliver data-driven insights for advisors interested in making better business decisions. Here are a few of the features that can help you run a more efficient advisory practice:
- Manage your prospect pipeline at-a-glance
- Identify your most productive relationships and client segments
- Track money movement in real-time
- View current asset and revenue opportunities
One Dashboard. Your Entire Business.
All the most important metrics you need to run your business are in one comprehensive practice management dashboard. Monitor your prospect pipeline, analyze revenue and AUM, and access all of the key client and business data you need to grow your business and your relationships.
Effective Client Management
An organized snapshot of your entire client list helps you effectively monitor your most important relationships. Quick search functionality helps to easily uncover key client insights to save you time, increase productivity, and improve the quality of your advice.