Transforming the way the Wealth Management Industry Discovers Opportunity

Supporting Financial Advisors by Maximizing Business Efficiency

Do What You Do Best,
Let Us Do The Rest

Practice Dynamics provides ideal business solutions for Financial Advisors, RIAs, Broker-Dealers, and OSJ’s who are interested in streamlining their on-boarding processes and future business efficiencies.

Turnkey services
supporting practice
transition and
management.

PRACTICE/DYNAMICS

Practice Dynamics is an end-to-end turnkey solution for financial advisors seeking to establish, grow, and optimize their practice performance while reducing costs and maximizing business efficiencies.

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PRACTICE/IQ

Our Practice IQ Indices and KPIs make up the industry’s first-ever business health record to be leveraged for practice management and during key transitional moments.

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ADVISOR/EXCHANGE

With Advisor Exchange, we seek to help enterprises identify prospects, standardize the information collection process, and leverage data to inform offers.

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Advisor Transition Management Platform Modules

Combining PracticeIQ data/analytics and connected applications covering performance, continuity, and succession, the Practice Dynamics platform, powered by Truelytics, is able to scale across all stages of a financial advisor’s business lifecycle.

Performance

Practice IQ’s indices and KPIs make up the industry’s first-ever business health record to be leveraged for practice management and during key transitional moments.

Continuity

Practice Dynamics Continuity Platform insures financial advisory firms have all their continuity assets in one secure location.

Succession

Advisor Exchange offers Wealth Management enterprises a private or public online marketplace to assist affiliated advisory firms planning succession or growth through M&A to find the perfect opportunity.

Our Strategic Partners

Schedule a consultation.

Practice Dynamics is here to guide your practice to the next-level of success utilizing our suite of turnkey products and solutions. Schedule a consultation with one of our consultants today and learn first-hand how to put our expertise to work for you.

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