Our business indicators help substantiate your firm’s performance in the form of a semi-annual report to illustrate how your firm is meeting goals, optimizing efficiencies, and utilizing assets.
Identify Critical Trends & Changes to Your Business
Track & Evaluate Impact of Business Decisions & Investments
Measure Your Business Against Base of Relevant Benchmark Subscribers
Gain Deep Insight From Data to Turn Numbers Into Action
“HOW DO WE COMPARE TO OTHER FIRMS IN THE INDUSTRY?” NOW, YOU CAN KNOW
Anonymous & Comprehensive Data Reporting
All key identifying factors are normalized and submissions are absolutely confidential as exclusive, identifying details are veiled. Firms who join provide 70 data points to enter the Benchmark database. Firms will always be compared with peers that are comparable to them in size and scope, analyzing five business dimensions including revenue efficiency, expense efficiency, advisor efficiency, operating efficiency, and firm growth.
Better Equipped Senior Managers
Valuable data outputs are designed to provide senior operating managers a better understanding of all aspects of their business. Benchmark! Measures relative performance and enables the communication of this critical information to both senior executives and all appropriate employees. The executive management world is evolving, and many organizations have significant financial investors who request an account for how your firm is performing and utilizing their investments. Benchmark! Dashboard views graphically present comparative data reports for ease of communication from stakeholders to internal leadership.
More Confident Business Decisions
Benchmark! validates your value, level of operational efficiency, your firm’s position with respect to industry trends, and your specific growth trajectory, with comprehensive analytics.
The critical ratios Benchmark! provides help wealth management executives analyze decisions internally more deeply than ever before. Examine the performance of your advisors, or your firm’s rate of growth compared to other firms both within your relative industry segment and the overall industry.
