Practice Intelligence

Your book of business has the answers. Act on them with Practice Intelligence.

Let's talk
practice intelligence tile

Your Clients. Their Plans. One Place.

Financial planning, embedded in the connected operating system where you already work

Advisor360° Planning, powered by Conquest Planning, seamlessly integrates financial planning into your advisor workday, creating a more connected and engaging client experience. No separate login. No duplicate data entry. No lost context between planning and execution.

 
header_laptop_financial_planning
laptop for practice intelligence1

Real-time reporting and analytics, embedded in the platform where you work.

Advisor360° Practice Intelligence gives advisors and operations teams a live view of their entire book of business without switching systems, exporting data, or uploading reports into spreadsheets. Every insight is grounded in the same unified data that powers the platform. What you see is current. What you act on is accurate.

Let's talk

Challenge

The data exists.
But are decisions being made?

 
Most advisors and operations teams spend hours every week pulling data from disconnected platforms just to understand what is happening in their practice. Reports are stale by the time they’re ready. Uninvested cash goes unnoticed. RMD eligible clients come of age without a flag. Tax-loss harvesting and insurance crossselling windows close before anyone sees them. And firm leadership has no consistent view of growth, risk, and compliance status across the advisor base.
 
There's a better way.

Benefits

A connected view of your practice. AI insights at your fingertips.

Act on opportunities. Stay ahead of deadlines. Run a smarter practice.

Your opportunities surface automatically.

Uninvested cash, insurance cross-selling opportunities, approaching RMD eligibility, missing beneficiaries, and IRA catchup opportunities. Practice Intelligence surfaces these from within the accounts you manage, without a separate tool or workflow.

Your whole team stays aligned.

Role-based dashboards and shared views give advisors, operations teams, and firm leadership the right view of the right data. No separate reports, no manual reconciliation, no one working from a stale snapshot.

Your practice scales without adding overhead.

Operations leaders can oversee a growing advisor base from one consolidated view. Practice Intelligence is designed to handle large-scale account volumes in real time, without delays as the firm grows.

What you get

Everything you need to run a data-driven practice. Nothing that requires a separate login.

Unified Book of Business View

A real-time, filterable view of the entire book of business, segmented by market value, account type, risk tolerance, or engagement level.

Real-Time Compliance and Operational Visibility

Role-based dashboards and real-time alerts give operations and compliance leaders visibility across the firm. Account-level events are visible without manual reconciliation or after-the-fact reporting. Designed to support compliance workflows, not replace compliance judgment.

AI-Powered Insights Surfaced to the Advisor

Insights are provided within the advisor's workflow. Including excess cash positions, clients who have become RMD eligible, insurance policies missing beneficiaries, upcoming annuity surrender charge expirations, and much more. AI is assistive by design, intended to surface insights and reduce manual effort, not to operate independently or make compliance decisions.

Analytics Embedded in the Workflow

Build and save custom reports, apply filters, and generate views without technical expertise. The analytics engine handles large datasets in real time with no timeouts as account volume grows.

Custom Reports and Saved Views

Save filters, share views across teams, and return to the same reports without rebuilding them. No data export required.

No Additional Login or Data Export

Practice Intelligence runs inside the existing Advisor360° workflow. No separate system, context switching, or data that needs to move before insights can be acted on.

Role-Based Access Across the Firm

Advisors see their own book. Branch managers see their teams. Firm leadership sees the whole picture. Every role gets the view that is relevant to their work with no manual configuration.

For Firm Leaders

Visibility across the advisor base. More than a reporting problem. Solving a data problem.

When every advisor is managing their own book from their own view of their own data, firm leadership has no consistent picture of what is happening across the practice. Growth trends, compliance exposure, operational bottlenecks, and opportunity gaps are invisible until someone builds a report, which is already out of date by the time it lands.

  • Practice Intelligence gives operations leaders a consolidated, real-time view of the full firm, grounded in the same data that powers every other function on the platform. Not a reporting layer. Not a separate dashboard. The same books and records, organized for decision-making.

  • Give firm leadership a consistent, real-time view of growth, risk, and compliance status across the advisor base, without a separate reporting tool.

  • Surface RMD eligibility, uninvested cash, and catchup contributions across the full book before they become missed opportunities or compliance events.
  • Scale oversight across a growing advisor force without proportional growth in operations headcount.

  • Ground every business decision in the same unified data that powers portfolio reporting, compliance, and operations across the platform.
laptop 2 for practice intelligence1

See Practice Intelligence in Action.

Find out how Advisor360° can give your advisors and operations teams a connected, real-time view of the entire practice, without adding another system to manage.

Talk to Sales

Frequently asked questions