See how your advisory firm's website stacks up against industry best practices. Get actionable insights to improve lead generation and client engagement.
Forms, CTAs, and contact mechanisms that convert visitors into prospects.
Meta tags, page structure, and search engine optimization signals.
Calculators, resources, and interactive elements that build trust.
CRM, planning tools, and financial software integrations detected.
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We've analyzed the technology stacks of over 1,000 RIAs. Most are trapped in the "Feature Trap". See how the top 5% operate.
Full distribution detailed in report
Get access to the complete 50-page analysis, including the "Leakage Leaderboard", Tech Stack Correlation data, and the "Green Zone" implementation guide.
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