Always know your numbers — and act before they slip.
AdviserKPI turns your practice data into one live cockpit. Adviser productivity, revenue, client growth and targets vs actuals — at a glance, in real time, so principals decide fast instead of waiting on month-end.
You can't steer a practice on numbers you only see in arrears.
By the time the monthly report lands, the month is gone. Productivity dips, stalled pipelines and missed targets only surface once it's too late to do anything about them. Principals end up guessing instead of governing.
Numbers arrive too late
Month-end reporting tells you what already happened. You can't fix a target you only discover you missed three weeks later.
No view of adviser productivity
Who's ahead, who's stalled, who needs support? Without live productivity metrics it's impossible to coach or rebalance the team.
Data scattered everywhere
Revenue here, client numbers there, targets in a spreadsheet. Stitching it together by hand burns hours and still drifts out of date.
Targets without early warning
You set targets in July and hope. Without trend tracking against goal, there's no signal when a quarter is quietly going off course.
Every number that runs your practice, in one live dashboard.
AdviserKPI pulls revenue, clients, productivity and targets into a single mission-control view — built for principals who want to read the practice at a glance and act fast.
KPI dashboards
A configurable cockpit of stat tiles and charts. The metrics that matter to your practice, surfaced the moment you log in.
Adviser productivity tracking
See output per adviser in real time — meetings, new business, revenue and capacity — so you can coach and rebalance the team early.
Revenue reports
Track revenue by adviser, service, segment and period. Know exactly where income is growing — and where it's leaking.
Client-growth metrics
New clients, attrition and net growth at a glance. Watch your book expand (or contract) before it shows up in revenue.
Targets vs actuals
Set goals per adviser and per practice, then watch progress fill against the target marker — with clear alerts when you fall behind.
Trend analysis
Spot direction, not just snapshots. Sparklines and rolling trends flag momentum shifts early, so you can act while it still matters.
From raw practice data to a live cockpit in three steps.
Connect
Plug AdviserKPI into your practice data — revenue, clients and adviser activity. It maps and structures everything automatically.
Set targets
Define goals per adviser and for the whole practice. AdviserKPI tracks every actual against them, continuously.
Steer in real time
Read the cockpit at a glance, catch trends early, and make the call now — not three weeks after month-end.
What principals get from mission control.
Decisions in minutes, not weeks
Read the whole practice at a glance and act before the month is lost.
A more productive team
Spot stalled advisers early and coach with real numbers behind you.
Targets you actually hit
Continuous tracking against goal means no nasty surprises at quarter-end.
One source of truth
Revenue, clients and productivity in one place — no conflicting spreadsheets.
Growth you can see coming
Client-growth and trend metrics show momentum before it hits the P&L.
Hours of admin back
Stop rebuilding reports by hand — the cockpit keeps itself current.
See your practice on a live cockpit.
Send a few details and we'll walk you through AdviserKPI using the metrics that matter to your practice — revenue, productivity, growth and targets.