Run your advice practice on live numbers, not gut feel.
Recurring revenue, adviser performance, client book health and review delivery — PracticeIntel turns the data your practice already captures into a live management dashboard for owners and principals.
Your book is your business. See it clearly.
Between the CRM, revenue statements and review schedules, the numbers that matter live in different places. PracticeIntel brings them together so practice owners can manage — not reconcile.
Recurring revenue clarity
Ongoing fees and renewal commissions tracked by client, adviser and provider — with movements explained, not just totalled.
Adviser performance
Revenue, client load and review delivery per adviser — a fair, factual basis for practice decisions.
Client book health
Active vs lapsed clients, segment mix and concentration risk — know the true shape of your book at any moment.
Review delivery tracking
Annual reviews due, overdue and completed — visible before they become a compliance conversation.
Practice valuation view
Watch the value of your practice build as recurring revenue grows — grounded in your real numbers.
AI insights on your practice
Revenue drift, at-risk clients and growth opportunities surfaced automatically from your own data.
Built by people who know advice practices.
PracticeIntel comes from the team behind AdviserOS and CDM Solutions — technology used by Australian advice practices every day. It connects to the systems you already run and leaves them as the source of truth.
See your practice's performance in one place.
A 30-minute walkthrough using advice-practice scenarios — recurring revenue, adviser performance and client book health, end to end.