Partnership Economics Dashboard
Comprehensive referral flow tracking and ROI
Full dashboard tracking referral flows, conversion rates, and economic performance by partner.
Powered by intelligence from 23,428+ SEC-registered RIA firms
The Problem This Solves
You have a dozen COI relationships, but you can't say which ones actually send you clients who close versus the ones you keep buying lunch for out of habit. When a referral comes in, do you even know which partner it came from, what it converted to, or whether that relationship is worth the time you put into it?
✦ You'll see exactly which COI relationships drive real AUM and which ones to cut, so every hour you spend on partnerships goes to the ones already paying you back.
Tool Details
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