Stop Settling, Start Scaling: Tech That Powers RIA Growth
The RIA space is evolving—fast. Competition is fierce. Client expectations are rising. And AI is upending how advice is delivered. In this...
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2 min read
Mohit Daga and Joe Marsh : 4/7/25 12:48 PM
Do you spend hours gathering client data from multiple sources? Are you concerned that manual reporting could cause missed opportunities that impact your clients and your bottom line? You’re not alone. Advisors across the industry waste millions of hours every year on inefficient reporting, leading to lost productivity.
Registered Investment Advisors (RIAs), broker-dealers, and other financial professionals are drowning in scattered data and tedious analysis. Instead of focusing on value-added activities—like building client relationships and identifying growth strategies—they’re stuck wrestling with spreadsheets, double-checking numbers, and hoping nothing slips through the cracks.
It’s overwhelming. It’s unsustainable. And it’s solvable.
Disconnected data sources, rigid reporting tools, and the constant risk of manual errors drain time and resources. No wonder 61% of advisors cite bad data as their biggest pain point. Without clean, unified data, firms face not only operational inefficiencies but also heightened compliance risk.
Enter Practice Intelligence—a powerful, cloud-native reporting and insights platform that simplifies how financial professionals access, analyze, and act on data—saving 3+ hours a week per advisor.
Imagine tapping into real-time insights across your entire book of business in a single, intuitive interface. No more spreadsheet patchwork. No more VLOOKUPs or pivot tables. No more frustration. And it’s already being used by our enterprise platform clients.
A few takeaways about Practice Intelligence:
Better data isn’t just about dashboards—it’s about taking targeted actions that accelerate growth and improve client engagement. Practice Intelligence enables advisors to:
By transforming raw data into actionable insights, Practice Intelligence enables advisors to proactively engage clients, personalize recommendations, and seize opportunities—all with a seamless, data-driven platform.
We’re just getting started. Practice Intelligence is evolving into a fully cloud-native platform, designed to revolutionize practice-level reporting and data analysis for financial professionals. By integrating automation, predictive analytics, and real-time collaboration, we are empowering firms to work smarter, not harder.
What’s Next?
We’re working toward all this and more.
The future of Practice Intelligence is about delivering the right insights, at the right time, in the most actionable way possible. It removes the barriers to productivity, enabling firms to take meaningful action and drive growth.
Take the first step toward a more efficient, insight-driven future. Request a demo today.
Mohit Daga is a Senior Product Manager at Advisor360°.
Joe Marsh is a Product Manager at Advisor360°.
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