The Power of Data
Accelerate growth, monetize the quality of client relationships and drive greater enterprise value --- from individual advisors to the largest enterprise.
Tools to Amplify the Power of Your Advice
Leverage targeted client feedback to deliver highly personalized advice and be the most valued advisor.
Insightful
Client Analytics
Find out directly from your clients what they think about your advice based on groundbreaking J.D. Power research. Discover your Relationship Quality Index score and quantify the power of your client relationships.
Data-Driven
Strategic Guidance
Get actionable insights to make informed decisions on how to elevate your client experience. Broaden your perspective on best execution of your strategic options through unique educational content paired with AI powered simulation.
Ongoing
Performance Tracking
See the impact of your strategic decisions and the changes in your practice on the client experience. Track trends in your key performance metrics to determine the effectiveness of your improvement efforts.
A Platform to Scale Enterprise Value
Get a comprehensive view of advisor performance and client relationships, equipping your firm with the insights needed to manage and scale effectively.
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Firm-Level Advisor Analytics
Get a comprehensive view of all advisor data through your enterprise dashboard. Identify top performers, stack rank and track trends across the firm. Gain strategic insight for enterprise improvement efforts and resource allocation.
Client
Relationship Mapping
Map the quality of your firm's client relationships using RQI and discover where you have embedded growth or attrition risk. Combine with other analytics to develop strategies to improve the quality of the client relationships and increase enterprise value.
Risk
Management Tools
Track leading compliance indicators to help mitigate embedded risks and reportable events. Identify at-risk advisor-client relationships and develop strategies to reduce compliance exposure.
Smarter M&A
Get a deeper understanding of the quality of your acquisition targets. Deploy resources more efficiently and get a better ROI.
Improved Cash Flow Analysis
Get a better understanding of the quality of earnings by uncovering the quality and durability of the underlying client relationships. Identify embedded attrition and regulatory risk.
Growth Capacity
Evaluation
Discover the embedded growth potential in a firm's client base. Create more accurate forecasts on post acquisition growth trajectories.
Enhanced Due
Diligence
Make decisions and deploy capital with better transparency into a firm's true valuation. Enhance your risk/reward premium.
Practice Management 2.0
Leverage new data centric tools to elevate the impact and value of your practice management efforts.
Elevate the Experience
Add to traditional offerings and give advisors the data, insights, and tools to deliver an ideal advice experience and accelerate growth. Leverage cutting edge technology to enhance the brand profile of your practice management program.
Data-Centric
Generate data to measure the efficacy of practice management initiatives and refine offerings to maximize value. Quantify the impact across the value chain, client to advisor and advisor to enterprise.
Reciprocal Value
Quantify the symbiotic value created through increased advisor and client success. Realize the impact of practice management offerings in enhanced enterprise value generated through higher aggregate RQI scores. Generate a hard ROI metric for your practice management program.
Elevate the Client Experience Accelerate Organic Growth
Discover how Practice Intel can work for you. Connect with us today!
