To stay ahead, you need a hands-on, real-time understanding of your firm’s performance at every level. The right data strategy helps you spot trends, optimize operations, and drive revenue growth. Can you answer these key questions about your business at a moment’s notice?
- “What are client attrition and inflow/outflow rates for each of my downline advisors?”
- “How productive are my advisors in terms of revenue growth and AUM?”
- “Where are client assets held—and what is the breakdown by asset class, security, sector, risk characteristics, etc.?”
- “What is the growth trend of recurring revenue streams, and where are our revenue concentrations?”
- “Who are our clients? What is the demographic breakdown by age, gender, AUM, and geography—at the enterprise, firm, and advisor levels?”
- “Where are we finding our clients? Why are some clients leaving?”
- “How well are we meeting operational KPIs across teams?”
If you can’t answer these questions in real time, across the firm, at the advisor level, or down to a single client, you’re operating with blind spots.
From data overload to data intelligence
The sheer volume of data available to RIAs and independent broker-dealers (IBDs) can be overwhelming. Information without insight is meaningless. You need more than just raw numbers—you need an intelligent system that turns data into clear, actionable steps that drive your firm forward. With a fully integrated, multi-tiered view of your business—one where client data, advisor metrics, firm-wide financials, and operational KPIs are all accessible in real-time, in a single, connected ecosystem—you can easily link insights across different functions and systems to make holistic, data-driven decisions with confidence. you can:
- Pinpoint strengths, weaknesses, and opportunities across your firm—from advisor performance to client engagement to operational efficiencies.
- Access real-time snapshots of your business at any level—enterprise, firm, advisor, household, or client—without sifting through spreadsheets.
- Retain top advisors by equipping them with the data-driven tools they need to grow and succeed.
Data isn’t a solution until you make it one.
Powering data-driven decisions at scale
Nine in ten technology decision-makers agree: integrating platform technologies is critical to a firm’s success. But integration isn’t just about streamlining workflows—it’s about unlocking insights that fuel smarter decisions and more efficient execution. Independent financial professionals juggle multiple priorities, from managing client relationships to ensuring operational efficiency. Their success depends on a platform that delivers:
- Comprehensive, real-time data across all levels of the business
- Seamless integration with existing technology stacks
- Flexibility to extract and apply insights where they matter most
Amplify: Built by advisors, for advisors
Amplify was designed by financial professionals who experienced these challenges firsthand. Frustrated with fragmented systems and inaccessible data, they built a platform specifically for RIAs and IBDs—one that doesn’t just store information but transforms your data into a powerful roadmap for growth and success.
If you’re ready to harness the full potential of your firm’s data, streamline decision-making, and turn insights into action, let’s talk. Amplify was built for firms like yours—because we’ve been where you are, and we know what you need to move forward.
