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2025 Connected Wealth Report
The #1 reason advisors switch firms is the desire for better technology.
Practice IntelligenceTM
Transform Your Practice with Real-Time Insights
Financial professionals waste 59 million hours a year on inefficient reporting—Practice Intelligence saves advisors 3+ hours per week by eliminating scattered data and manual processes—time that can be reinvested into client growth and business expansion.
With instant, actionable insights in a single platform, advisors can focus on segmenting their book of business, uncovering opportunities, and taking action with confidence.

All Your Data, One View—No More Guesswork
Stop juggling multiple platforms—Practice Intelligence unifies your data into a seamless, real-time view. With AI-powered analytics and customizable reporting, you can instantly track trends, optimize portfolios, and streamline operations. Identify opportunities, mitigate risks, and take action with confidence—exactly when you need to.
- Uncover hidden opportunities
- Turn insights into action
- Leverage cross-domain reporting

Reclaim Time, Focus on What Matters
Streamline your workflow and eliminate manual tasks, freeing you to focus on strategy and growth. With intelligent automation, you gain deeper insights effortlessly, turning data into action instead of busywork. By replacing spreadsheets with smarter solutions, you reclaim valuable time, make better decisions, and scale your business with ease.

Unlock the Future of Your Practice
Take control with real-time insights and automation. Elevate your practice, streamline decisions, and drive growth—starting today.