At its core, the FPInsights® Portal is a one-stop hub that centralizes your most critical business data, from valuation reports to key performance indicators (KPIs). Leveraging over 25+ years of expertise and 17,000+ valuations, this platform combines your unique business metrics with unmatched industry data to deliver actionable insights. Whether you’re focused on monitoring your firm’s growth, assessing M&A opportunities, refining your compensation strategy, or maximizing your revenue streams, the FPInsights® Portal equips you with the clarity you need to make strategic moves.
Resource Library
Video
FPInsights® Portal
Introducing the FPInsights® Portal – your hub for understanding your business and launching its growth potential.
Your business’s potential is waiting to be unleashed. Imagine transforming the way you understand and grow your advisory business. The Insights Portal is here to help you navigate the journey from where you are to where you want to be. Designed with financial advisors in mind, this innovative platform provides the tools, insights, and benchmarks to empower decision-making and fuel growth.
Turn Your Data into Action
The FPInsights® Portal is more than just a dashboard — it’s a launchpad for your business’s success. With performance tracking, detailed benchmarking against industry peers, and tools to identify top value drivers, you’ll have everything you need to make data-driven decisions that multiply profitability and long-term value.
Get started today and turn your data into your greatest asset.
FPInsights® 2025 Advisor Compensation Study
Building a strong, sustainable business means aligning your compensation structure with long-term growth. Whether you're attracting next-generation talent or supporting a multi-owner structure, competitive and well-structured compensation is essential. Dive into our industry-wide Compensation Study to benchmark your model, identify opportunities, and align your compensation strategy with the equity goals of your business.