Financial Advisory & Wealth Management
Comprehensive advisory practice platform for financial advisors and wealth managers. Portfolio optimization, client management, and compliance automation in one integrated system
Why Top Financial Advisors Choose LEVERAGE
The only wealth management platform that unifies portfolio optimization, client relationships, and regulatory compliance designed specifically for independent advisors and RIAs
Unified wealth management platform that consolidates 10-15 disconnected financial tools (CRM, portfolio management, compliance tracking, client reporting) into one comprehensive advisory system
AI-powered portfolio optimization and risk analysis with automated rebalancing, performance attribution, and investment research that improves client returns by 25-40% while ensuring fiduciary compliance
Comprehensive client relationship management with financial planning workflows, goal tracking, and personalized communication that increases client assets under management (AUM) by 35-60%
Integrated compliance and regulatory management with automated documentation, audit trails, and reporting that ensures SEC, FINRA, and DOL compliance while reducing administrative overhead by 40-65%
Complete Advisory Practice Suite
All-in-one platform that eliminates the typical 10-15 disconnected financial advisory tools
Portfolio Management & Optimization
AI-powered portfolio analysis with automated rebalancing, risk assessment, and performance attribution that optimizes client returns while maintaining fiduciary standards.
Client Wealth Management CRM
Comprehensive client lifecycle management with financial planning workflows, goal tracking, and personalized communication that increases client satisfaction and AUM growth.
Compliance & Regulatory Management
Automated compliance monitoring with SEC, FINRA, and DOL requirement tracking, documentation management, and audit trail generation for fiduciary protection.
Investment Research & Analytics
Advanced investment research platform with market analysis, fund screening, and due diligence tools that support evidence-based investment decisions.
Client Reporting & Communication
Automated client reporting with personalized performance dashboards, goal progress tracking, and branded communication that enhances client relationships and transparency.
Financial Advisory Practice Specializations
Specialized workflows for every type of financial advisory practice and client segment
Independent RIAs
- • Fee-only advisory business management
- • Fiduciary compliance and documentation
- • Multi-custodian portfolio management
- • Business development and client acquisition
High Net Worth Advisors
- • Complex estate planning coordination
- • Tax-efficient investment strategies
- • Multi-generational wealth planning
- • Alternative investment management
Retirement Planning Specialists
- • 401(k) and retirement plan management
- • Social Security optimization strategies
- • Income replacement planning
- • Medicare and healthcare cost planning
Financial Planning Practices
- • Comprehensive financial plan creation
- • Goal-based planning and tracking
- • Cash flow and budgeting analysis
- • Insurance and risk management
Investment Management Firms
- • Institutional portfolio management
- • Model portfolio construction
- • Performance reporting and attribution
- • Investment committee documentation
Robo-Advisory Platforms
- • Automated investment management
- • Algorithm-based rebalancing
- • Digital client onboarding
- • Scalable advisory operations
Advisory Practice Performance Metrics
Key performance indicators that drive advisory practice growth and client success
Client Performance Metrics
Practice Growth Metrics
Total Advisory Practice Impact
Transform your advisory practice with unified wealth management and compliance automation
Advisory Practice Implementation Process
Secure, compliant deployment designed for financial advisory environments
Practice & Compliance Assessment
Comprehensive analysis of current advisory workflows, compliance requirements, and client portfolio structures.
Secure Data Migration & Integration
Encrypted migration of client data, portfolio holdings, and integration with custodial platforms.
Team Training & Certification
Comprehensive training on unified workflows, compliance procedures, and platform optimization.
Growth & Performance Optimization
Continuous optimization with performance monitoring, compliance tracking, and client success measurement.
Advisory Practice ROI & Benefits
Measurable improvements in client outcomes and practice profitability
Client Success & Growth
- 25-40% improvement in client portfolio returns through AI optimization
- 35-60% increase in assets under management through better client outcomes
- 94.6% client retention rate with personalized service delivery
- 87.3% goal achievement rate improves client satisfaction and referrals
Practice Excellence
- Unified platform eliminates 10-15 disconnected financial advisory tools
- 40-65% reduction in administrative overhead through automation
- Built-in compliance management reduces regulatory risk and audit costs
- Scalable from solo practitioners to multi-advisor RIA practices
Ready to Elevate Your Advisory Practice?
Join top financial advisors using unified wealth management to improve client returns, increase AUM, and ensure fiduciary excellence
No credit card required • 14-day free trial • Compliant setup • Full advisory access