IDEAL ADVISER INSIGHTS

Find untapped product opportunities

Access a dashboard of market research not available anywhere else. Discover what your ideal adviser considers their biggest problems, and what they consider the best solutions. Improve how you speak to your clients, and what product features should go on your roadmap.

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MARKET ANALYSIS

Get an edge over your competition

Know what it takes to beat the competition by uncovering their strengths and weaknesses. Compare what advisers consider the best and worst product features across the market.

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Pinpoint gaps in your strategy and translate them into valuable growth opportunities.