Data Automation Built for Fee-Only Financial Planners
Say goodbye to spreadsheets and hello to seamless, automatic data dashboards built specifically for advisors who bill by the hour.
Features
Features
Features
Core Features That Do the Heavy Lifting
Core Features That Do the
Heavy Lifting
Everything you need to track performance, eliminate manual reporting, and actually use your data - automatically.
Integrations
Integrations
Integrations
Integrate with Your Favorite Financial Tools
aptiq is built to work with the systems you already use. Connect Once. Update Instantly. Save Hours Each Week.
Pricing
Pricing
Pricing
One Simple Plan. Full Power Included.
One Simple Plan. Full Power Included.
No tiered pricing. No paywalls. Just full access to powerful dashboards, integrations, and support - right from day one.
No tiered pricing. No paywalls. Just full access to powerful dashboards, integrations, and support - right from day one.
FAQs
FAQs
FAQs
FAQs
FAQs
Here’s everything you need to know about aptiqData, from features to getting started.
Here’s everything you need to know about aptiqData, from features to getting started.
What exactly does aptiqData do?
aptiqData connects to your existing financial tools and pulls in your client, performance, and revenue data automatically - no more manual entry. It creates custom dashboards tailored to your firm’s specific needs.
What makes aptiqData different from other reporting tools?
Why do you require implementation and onboarding services?
What KPIs can I track?
Which tools does aptiqData integrate with?
Is there a free trial or pilot period?
Is aptiqData worth it for small firms?
Can I add new dashboards as my firm grows?
Who’s behind aptiqData?
What exactly does aptiqData do?
aptiqData connects to your existing financial tools and pulls in your client, performance, and revenue data automatically - no more manual entry. It creates custom dashboards tailored to your firm’s specific needs.
What makes aptiqData different from other reporting tools?
Why do you require implementation and onboarding services?
What KPIs can I track?
Which tools does aptiqData integrate with?
Is there a free trial or pilot period?
Is aptiqData worth it for small firms?
Can I add new dashboards as my firm grows?
Who’s behind aptiqData?
What exactly does aptiqData do?
aptiqData connects to your existing financial tools and pulls in your client, performance, and revenue data automatically - no more manual entry. It creates custom dashboards tailored to your firm’s specific needs.