About IntegratedAdvisor

As financial advisors, we faced the same challenges that many firms encounter—keeping track of new business opportunities without the burden of manual tracking or disconnected spreadsheets. Too often, we saw opportunities slipping through the cracks, and growth was measured more by market performance than true business activity. We needed a better way to ensure accountability, streamline processes, and accurately track our firm's success.

That's why we built IntegratedAdvisor—a solution that helped us grow our own firm to a team of 10 team members managing over $200 million in assets. By improving how we track opportunities and measure progress, we've been able to focus on meaningful growth rather than getting lost in spreadsheets. Built especially for ensemble and enterprise advisory firms, IntegratedAdvisor turns data into action—empowering advisors to track the right metrics and make informed decisions that fuel long-term success.