We’ve delivered custom reporting for firms on bespoke systems and tools outside our standard integrations.
What's Inside
One clear action per move. Real data behind each one.
WM #1
Revenue Per Client
Bigger firm does not mean bigger fees per client. Find out where your firm sits and what to do about it in 30 days.
WM #2
Revenue Concentration
Your top 5% of clients hold 38.8% of revenue. Most firms have not put a number on it. This move asks you to.
WM #3
Fees per Partner
The gap between P25 and P75 in your band is up to $1M. Find your lever — portfolio, pricing or leverage.
WM #4
Service Mix
Advisory bills at 1.8x compliance rate. See your mix against the benchmark and identify where to shift.
WM #5
Revenue per Manager
The allocation gap nearly triples as firms grow. The data makes it visible. The move makes it fixable.
PLUS
Calculators and worksheets
Built-in tools to enter your own numbers and compare them to the FY26 benchmarks in real time.
Book a strategy call
We'll walk through your firm's actual numbers against the FY26 benchmarks - one on one, with the data in front of us. No pitch. Just the numbers.

