Client Retention Predictor
Predict client retention post-acquisition
AI model that predicts which clients are at risk of leaving after an acquisition — with mitigation plans.
Powered by intelligence from 23,428+ SEC-registered RIA firms
The Problem This Solves
You just paid a multiple for someone else's book of business, but you have no idea which of those inherited clients are already halfway out the door. If retention slips below your underwriting assumptions, the AUM you bought walks before you ever recover the purchase price.
✦ You'll know within days of close which acquired clients carry the highest flight risk and have a named mitigation plan for each before their first review with you.
Tool Details
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