A personalized competitive intelligence report built from our proprietary benchmark database. See exactly where your firm leads, lags, and where the biggest opportunities are hiding.
Most RIA firms have no idea how their technology stack compares to competitors. They overspend on tools that don't move the needle and miss critical gaps that cost them clients.
Without competitive intelligence, you're guessing which tools to adopt, which to replace, and where your firm is actually vulnerable.
Our report benchmarks your firm against 500+ RIA technology stacks across every critical category — CRM, financial planning, portfolio management, and more.
You'll know exactly where you rank, what your competitors are using, and which specific changes will give you the biggest advantage.
A comprehensive competitive intelligence package tailored to your specific firm.
Your overall technology grade and category-by-category breakdown showing exactly where you rank against all 500+ firms in our benchmark database.
AI-powered detection and analysis of your current technology stack across CRM, planning, portfolio, reporting, and compliance tools.
Specific, actionable recommendations for tools to add, replace, or consolidate based on what top-performing firms are using.
Market share data, adoption trends, and emerging technology patterns. See which tools are growing, shrinking, and where the market is heading.
Detailed comparison against firms of similar size, AUM, and service model so your benchmarks are relevant and actionable.
A dedicated walkthrough of your report with our analyst to discuss findings, priorities, and your technology roadmap.
Your Intelligence Package includes a personalized competitive scorecard, tech stack analysis, and actionable gap recommendations.
Your firm vs. 500+ peers
Categories where you're behind
Category penetration rates
Insights derived from our analysis of 500+ RIA technology stacks.
42% of RIA firms score below 50 on digital maturity — yet 85% of those firms already pay for a CRM. The issue isn't tools, it's integration.
Key Finding: Firms with properly integrated CRMs score 2.3x higher on lead capture than those with standalone installations.
Only 12% of firms have interactive financial tools on their website. The remaining 88% rely solely on 'Contact Us' forms.
Key Finding: Firms with at least one interactive calculator convert website visitors at 3.7x the industry average.
Firms with 8+ technology tools don't consistently outperform those with 4-5 tools. Tool count alone doesn't predict digital maturity.
Key Finding: The top 10% of firms optimize for stack integration, not stack size — using fewer tools that work together seamlessly.
Three simple steps to competitive clarity.
Complete a secure checkout. We begin analysis immediately using our AI-powered intelligence agents.
Our AI agents analyze your website, detect your tech stack, and benchmark it against 500+ firms. A human analyst reviews and enriches the findings.
Receive your full interactive report and schedule your 1-on-1 strategy session to discuss findings, priorities, and your technology roadmap.
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