Read Our Professional Insights.

In Customer Success, I spend a lot of time talking with advisors and firm leaders about the different technology solutions...

It’s not always who you think. And it’s probably not you… yet.

Let’s start with a dirty little secret:The “most trusted...

Many advisors pride themselves on offering holistic wealth planning. Diversified portfolios? Check. Insurance optimization?...

A $3 million business owner just walked into your office. You’ve got five minutes—maybe less—to prove you’re worth their time.

How real-time valuations and business health insights create valuable interactions that drive long-term success.

There’s a...

Let’s face it. Data is everywhere. It’s in dashboards, spreadsheets, CRMs, and sometimes scribbled on the back of a napkin...

And That Should Outrage You

Imagine if 98% of homeowners didn’t know what their home was worth.Or if 98% of retirees didn’t...

Not only do they feel the weight of the world on their shoulders– being responsible for the wellbeing of their employees,...

Let’s face it—when most people hear the word "valuation," their minds either jump to dollar signs or they tune out completely,...