Experivise
Business Intelligence

The data conversation
you've been missing.

Custom dashboards, quarterly business reviews, and peer benchmarks drawn from how the rest of our firms operate. We bring the data — and the questions worth asking.

Benefits

From 'how are we doing?' to 'here's the answer.'

Most advisory firms run on gut feel and a monthly revenue report. Experivise gives you the full picture — and the advisors to help you read it.

Custom dashboards

Grafana-powered dashboards keyed to your firm's strategic priorities — not a one-size-fits-all KPI template. Built with your success manager.

Peer benchmarks

See how your firm compares on retention, operational cost per household, and workflow throughput — anonymized benchmarks from firms like yours.

Quarterly reviews

Every quarter, your success manager walks the leadership team through the numbers, surfaces patterns, and proposes focus areas for the next 90 days.

Custom Dashboards

The numbers that actually matter to your firm

Your success manager builds your executive dashboard in the first 30 days — keyed to the decisions your leadership team actually makes. Not a template. Not a mailing list of charts no one opens.
  • Grafana-backed, export-ready dashboards
  • Drill-through from any metric to the underlying records
  • Scheduled email delivery — the weekly 7am board read
  • Per-role widgets for exec, ops, advisor, compliance
Workflow Analytics

See exactly where time goes — and stops

Every workflow state has a clock. Workflow analytics surface median-time-per-state, SLA hit rates, and bottleneck patterns across templates. The ops conversations get specific, fast.
  • Median and p95 time per workflow state
  • SLA hit rates by template and reviewer
  • Bottleneck detection with pattern explanations
  • Before/after comparison when you change templates
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Cohort Analysis

Retention, by the class they came in with

Onboarding class cohorts, advisor cohorts, service-tier cohorts — see retention and revenue patterns across every dimension you care about. The kind of analysis most firms pay a consultant for.
  • Cohort retention at M3, M6, M12, M24
  • Revenue expansion by onboarding class
  • Advisor cohort performance — who's trending up
  • Custom cohort definitions on request

See the numbers your firm could be running on.

A 30-minute walkthrough with a BI specialist — bring your current reports, we'll sketch what the Experivise version looks like.

Schedule a Demo