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.

Book a Demo

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.

No more manual updates

aptiqData connects directly to your existing tools and pulls in the data you need, automatically.

No more manual updates

aptiqData connects directly to your existing tools and pulls in the data you need, automatically.

All your data in one place

Blend data from CRMs, financial tools, and spreadsheets to see the full picture of your business performance.

All your data in one place

Blend data from CRMs, financial tools, and spreadsheets to see the full picture of your business performance.

Track what matters most to you

Get dashboards and reports custom-built for your firm’s specific goals and services.

Track what matters most to you

Get dashboards and reports custom-built for your firm’s specific goals and services.

Secure Data Storage

All information is encrypted and stored securely, with permissions and access controls built in.

Secure Data Storage

All information is encrypted and stored securely, with permissions and access controls built in.

Visualize progress

Log your team’s targets and compare them to updated performance metrics, side by side.

Visualize progress

Log your team’s targets and compare them to updated performance metrics, side by side.

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

One Simple Plan. Full Power Included.

No tiered pricing. No paywalls. Just full access to powerful dashboards, integrations, and support - right from day one.

⚡️Limited-time offer:

Join aptiqCore now!

Special pricing ends soon.

EARLY ACCESS DEAL

Yearly

Save 17% 🎉

Monthly

$208

/month

(Billed at $2,490/year)

Get this Plan

Hours Spent on Reporting / Month:

Advisor Billable Hour Rate:

ROI within the first year:73 %

ROI every year after:402 %

⚡️Limited-time offer:

Join aptiqCore now!

Special pricing ends soon.

EARLY ACCESS DEAL

Yearly

Save 17% 🎉

Monthly

$208

/month

(Billed at $2,490/year)

Get this Plan

Hours Spent on Reporting / Month:

Advisor Billable Hour Rate:

ROI within the first year:73 %

ROI every year after:402 %

FAQs

Here’s everything you need to know about aptiqData, from features to getting started.

Got any specific questions?

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.

Data Automation Built for Fee-Only Financial Planners

Core Features That Do the Heavy Lifting

Core Features That Do the
Heavy Lifting

No more manual updates

No more manual updates

All your data in one place

All your data in one place

Track what matters most to you

Track what matters most to you

Secure Data Storage

Secure Data Storage

Visualize progress

Visualize progress

Integrate with Your Favorite Financial Tools

One Simple Plan. Full Power Included.

One Simple Plan. Full Power Included.

/month

(Billed at $2,490/year)

/month

(Billed at $2,490/year)

FAQs

FAQs

What exactly does aptiqData do?

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?