ValueOne provides executives and managers access to personalized business intelligence dashboards that deliver a timely, in-depth view of their business at the macro and micro level. They can easily track progress and measure program effectiveness and ROI through comparisons to industry and historical performance data. ValueOne also provides interactive reviews that include the analysis, assessment, and benchmarking of enterprise-wide results in comparison to other firms on the platform.

ValueOne delivers personalized business intelligence dashboards with an intuitive interface that allows financial advisors to set and execute various growth and client service strategies. It enables advisors to focus on and improve their productivity, while leveraging insights derived from the behaviors of similar advisors in their firm and industry. Our results-oriented solution helps advisors incorporate business intelligence into ongoing practice management efforts.

Use Cases:

ValueOne can help wealth advisors and leaders answer several questions:
 

• How am I growing relative to firm/industry peers?
• Which products, clients and client segments are driving my growth?
• Am I well-positioned strategically for future growth? What interventions would be most effective to improve my growth?
• How does my overall book productivity compare to my firm/industry peers? Across different client segments?
• Do I have specific opportunities to transition clients to fee-based?
• Is my pricing level competitive? What about for specific products?  segments? clients?
• Do I have the right amount / type of clients?
• Do I have opportunities to deepen specific client relationships?
• Do I have the right mix of products / clients to optimize client experience and growth?
• Which of my client relationships are stagnant / dormant?
• Can I better service specific clients through different channels?