Portfolio command center
Integration pipeline
One operating view across every firm, system, and advisor in transition.
Deals in flight
92 over planAUM in integration
$6.1B57 advisors transitioningAnnualized synergies
$537K identified run-rateAdvisors at risk
1$260.0M book exposedActive transitions
Days-in-stage against the integration playbook.
On track Over plan
02
Discover
204
Migrate
206