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Unlock Deeper Compensation Insights with Benchmarking

Go beyond averages with powerful, role-specific benchmarks. Compare compensation by firm revenue, years in the industry, cost of living, or national standards to ensure your team is aligned with the market. With these insights, you can build competitive offers, retain top talent, and make informed hiring decisions.

FPInsights® Dashboard

Drive Retention and Reward Performance with Confidence

Compensation is one of your largest expenses but it’s also a powerful strategic lever for retention and growth. With FP Insights upgrades, you’ll see how advisory roles stack up across firms like yours, segmented by the metrics that matter most.

Spot gaps between your compensation and market standards

Model pay strategies for advisors, planners, and partners

Access specific cohort salary ranges by role

Benchmark against firms with similar revenue and structure

Spot gaps between your compensation and market standards

Shows firm’s complete team member compensation compared to benchmarks

Benchmarking Tools to Help You Grow your Firm

Understanding compensation benchmarks at a granular level empowers you to make better business decisions. Whether you’re setting partner compensation, planning for equity transitions, or adjusting pay for rising talent, FP Insights’ upgraded benchmarks give you the clarity you need to stay competitive and future-proof your team.


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