Single source of truth for advisor identity, license, fee split, and supervisory relationship. Per-advisor dashboard for AUM, fees, payouts, and pipeline visible in real time. Operations stops being a reporting service.

Every advisor at a growing RIA has data scattered across roughly ten systems. The HR spreadsheet, the compliance portal, the CRM, the portfolio management system, FINRA and the U4, the compliance attestations portal, the custodian portals (one per custodian, multiple per advisor), the marketing system, the payroll system, and the identity provider. Names are spelled differently. State registrations are tracked in two systems. Supervisory relationships are encoded once in HR and once in compliance. Fee splits live only in billing. When the advisor''s situation changes, ten places need updating. In practice three to five get updated and the rest drift.

Meanwhile the advisor themselves cannot see their own numbers. Current AUM, last 30 day fee revenue, pending payouts, new clients year to date, household trends, pipeline status. All of it exists somewhere in the firm''s systems. None of it is exposed to the advisor directly. In most RIAs the answer pipeline goes through one person: the head of operations runs an ad-hoc report when the advisor asks, usually by email, often more than once because the first cut had a question. Top advisors get reports faster because they ask louder.

Two problems, one root cause. There is no canonical record of what is true about each advisor, and no live view of their business for the advisor or the firm.