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.
The Challenge
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.
The Solution
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:
Seamless Integration: It consolidates data from all financial sources and CRM systems, securely housing it in our Unified Data Fabric.
User-Friendly: Builds and saves custom views. Filters by market value, account type, advisor name—or whatever else you need—without any technical expertise.
Lightning-Fast Performance: Handles massive datasets in real time—no timeouts, no delays.
Turn Insights Into Action
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:
Segment their book of business by portfolio size, risk tolerance, and engagement level to uncover growth opportunities.
Identify accounts with uninvested cash and recommend investment strategies.
Highlight Required Minimum Distributions (RMDs) to ensure compliance.
Pinpoint tax-loss harvesting opportunities to optimize tax strategies.
Flag accounts falling short of contribution limits to help clients maximize financial potential.
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.
A Glimpse Into the Future
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?
AI-Powered Natural Language Queries (NLQ)—Simply ask questions like “Which clients have the highest growth potential?” and get instant, actionable answers.
Task Automation—Streamline everyday workflows by executing actions at scale. Whether rebalancing accounts, reaching out to disengaged clients, or processing RMDs, automation reduces manual effort and increases efficiency.
Shared Views and Alerts—Keep your team aligned with role-based dashboards and real-time alerts to track opportunities, risks, and compliance deadlines.
We’re working toward all this and more.
Ready to Transform Your Practice?
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°.
