Your advisory pipeline on one screen in under 60 min

AppVentory's new Advisory Opportunity Report shows every advisory opportunity across your client portfolio within 60 minutes of setup.

AppVentory's new Advisory Opportunity Report shows every advisory opportunity across your client portfolio within 60 minutes of setup. See your total revenue potential, which clients qualify for which services, and where to start, all powered by continuous scans of connected client accounts. In a sample 100-client portfolio, it surfaced $282,200 in recurring annual advisory revenue and $1.42M in client savings.