Operational benchmarking and diagnostic platform for registered investment adviser firms — with AI-powered meeting prep and SEC-compliant data storage built in from the ground up.
RIA firm owners run businesses worth millions with no reliable way to measure how the business is actually performing. They know their AUM. They don't know whether their advisors are spending half their week on work that could be automated, or whether their heir retention rate sits at 30% while competitors are at 60%.
Advisor IQ gives them the tools to find out — and to act on what they find. Five diagnostic tools calculate the exact revenue impact of each gap. A composite Firm Health Score tracks improvement over time. An AI engine reads the firm's own data and writes a personalized client meeting brief in under thirty seconds.
The whole thing is built to SEC standards from the ground up. Firm data is encrypted at the application layer with AES-256-GCM before it touches the database. Every login, data write, and account change is logged to an append-only audit trail. Backups stream directly to gzip without touching disk in plaintext and replicate to S3. The retention layer satisfies SEC Rule 204-2's seven-year books-and-records requirement without any manual compliance workflow.
Five diagnostic tools, industry benchmarking against 1,288 peer firms, a composite health score, AI meeting prep, and a regulatory-compliant data layer — in one subscription.