Architecture
Are you facing these industry-wide challenges?

Advisor Attrition and Turnover Costs
Struggling to retain advisors, leading to significant revenue loss and recruitment expenses.

Unprepared Succession Plans
The majority of advisors lack actionable succession plans, leaving firms vulnerable to asset leakage.

Identifying and Supporting High-Risk Advisors
Difficulty pinpointing at-risk advisors and engaging them effectively to prevent churn.

Scaling Retention Efforts
Finding it challenging to implement scalable strategies that retain advisors across your entire enterprise.
Trusted by thousands of wealth management & insurance professionals like you







Built for the Unique Needs of Wealth Management and Insurance Networks
A comprehensive platform tailored to empower enterprises in
retaining advisors, driving growth, and achieving operational excellence.
retaining advisors, driving growth, and achieving operational excellence.


Predictive Intelligence
Harness AI to anticipate advisor needs and risks.
- Talent Calibration: Pinpoint high-impact advisors and measure their potential to align with enterprise goals.
- Identify High-Risk Advisors: Use the Advisor Volatility Index (VIX) to predict advisors most likely to leave.
- Behavioral Analytics: Track advisor activity to detect patterns and anticipate flight risks.
- Proactive Insights: Receive alerts with actionable recommendations to mitigate advisor churn.
Advisor Engagement
Help advisors achieve their goals with hyper-personalized tools and guidance:
- Practice Management Tools: Equip advisors with solutions for valuation, succession readiness, and continuity planning.
- Personalized Recommendations: Leverage AI-driven insights to guide advisors toward their next best actions.
- Marketplace for Growth: Facilitate seamless practice transitions with buying, selling, and partnership tools.
- Motivational Nudges: Send timely, data-driven prompts to keep advisors engaged and focused.


Intelligent Retention
Shield your most valuable relationships with AI-driven solutions.
- Real-Time Retention Signals: Monitor advisor sentiment and act on early warning signs of disengagement.
- Actionable Retention Playbooks: Provide home offices with AI-driven playbooks to retain advisors effectively.
- Strategic Campaigns: Segment advisors based on risk and tailor engagement strategies accordingly.
- AI-Driven Retention Actions: Automate retention workflows with AI agents that recommend and execute solutions.