Exceptional Client Relationships.
Remarkable Growth.
Firm-Wide.

An AI-native operating system.
From meeting transcripts to better performance.

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A performance gap.

Not all advisors perform the same. We know why.

And we move advisors to the right.

Bottom 50% 2nd Quartile Next 10% Top Performers Advisor distribution Value of Experience (J.D. Power) Organic Growth (McKinsey) Normalization and overlay of J.D. Power and McKinsey & Co. data

J.D. Power identified the specific advisor attributes that drive the highest-value client relationships. Only 14% of advisors deliver on all of them, producing an NPS of 89. This is highly correlated with McKinsey data on organic growth.

Source: J.D. Power research, as published in Barron's, 2022.

The performance gap is an advice gap.

Bridging the advice gap.

Deeper client relationships. Accelerated growth.

Better advice. One micro shift at a time.

A proprietary behavioral intelligence engine analyzes every meeting transcript. Informed by research from J.D. Power.

7
High-value
attributes
50+
Practices
300+
Micro
behaviors
900+
Signals
10+
Interpretive
lenses

The system surfaces the next most important shift each advisor is ready to make. Then tracks it across every conversation that follows.

Not the next best action. The next best behavior.

Practice Intel coaching card example

One number. Performance defined.

Client Relationship Quality Score powered by RQI

Every shift tracked. Every relationship scored. As advice improves, relationships improve, and the number moves.

The Relationship Quality Index®

Trust, loyalty, value for fees, overall experience, advocacy. Five attributes. One composite score. It predicts organic growth, cash flow quality, and enterprise value.

RQI connects the entire value chain: how advisors engage clients to the multiples firms command.

Every advisor. All at once.
All the time.

From 10 to 10,000.

Better client relationships. Accelerated organic growth.

See it in action.

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