Experivise
For Executives

The strategic view
of your firm.

Firm-wide dashboards, team governance, and subscription controls — everything a leader needs to run a growing advisory practice with confidence.

Why executives choose Experivise

Run the firm with signal, not noise

Move from gut-feel leadership to decisions grounded in the same data your advisors, ops, and compliance teams work from every day.

Firm-wide visibility

AUM, revenue, client count, workflow throughput, and team capacity — all in one dashboard. No more spreadsheets stitched together from four tools.

Team governance

Add, remove, and reassign advisors. Set role-based permissions. Track productivity without micromanaging. Scale the team without adding chaos.

Strategic alignment

Set firm goals and see progress against them in real time. When the platform runs the workflow, the platform can measure it.

Firm Analytics

The numbers that run your business, live

Grafana-powered dashboards surface the AUM trends, revenue mix, and operational metrics that used to live in a monthly report. Now they're live — and shared with the people who can act on them.
  • AUM, revenue, and household count trend lines
  • Workflow throughput and SLA dashboards per team
  • Customizable widgets per role (exec, ops, advisor, compliance)
Learn More
Team Management

Scale the team without scaling the chaos

Onboard new advisors in minutes, not days. Reassign clients with a click. See who's running hot and who has capacity — without a single one-on-one.
  • Role-based permissions (advisor, ops, compliance, exec)
  • Client reassignment and household transfer
  • Team capacity and workload visibility
Subscription & Billing

One price, one platform, zero surprises

See your plan, your seats, and your invoice history in one place. Add seats as you hire. Cancel anything you no longer need. Transparent pricing — the opposite of how most advisor tools work.
  • Seat-based pricing with self-service seat additions
  • Plan comparison and upgrade in-app
  • Full invoice history and export
Business Intelligence

Ask better questions, get faster answers

Custom reports, cohort analysis, and pipeline visibility built on the same data model that powers every other module. No data exports, no BI consultant, no SQL required.
  • Cohort analysis across onboarding classes
  • Pipeline and forecast reports
  • Export to CSV, PDF, or a scheduled email
Learn More

See what you've been missing.

A 30-minute walkthrough of the executive dashboard, keyed to your firm's KPIs.

Schedule a Demo