Custom Dashboards.
Zero Manual
Work.
Custom Dashboards.
Zero Manual
Work.
Custom Dashboards. Zero Manual Work.
aptiqData connects directly with the tools financial planners already use
aptiqData connects directly with the tools financial planners already use
aptiqData connects directly with the tools financial planners already use
Why Automate Your Reporting?
Why Automate Your Reporting?
Why Automate Your Reporting?
Tired of Pulling data from five different places? Most financial planning firms spend hours every week exporting, updating, and formatting data only to create reports that don't reflect the full picture.
Tired of Pulling data from five different places? Most financial planning firms spend hours every week exporting, updating, and formatting data only to create reports that don't reflect the full picture.
Tired of Pulling data from five different places? Most financial planning firms spend hours every week exporting, updating, and formatting data only to create reports that don't reflect the full picture.
75%
75%
75%
SAVE 5+ HOURS WEEKLY
SAVE 5+ HOURS WEEKLY
SAVE 5+ HOURS WEEKLY
85%
85%
85%
IMPROVE CLIENT SATISFACTION
IMPROVE CLIENT SATISFACTION
IMPROVE CLIENT SATISFACTION
20%
20%
20%
FASTER REVENUE GROWTH
FASTER REVENUE GROWTH
FASTER REVENUE GROWTH
Your New Workflow
Your New Workflow
Your New Workflow
Save Hours Every Week
Save Hours Every Week
Save Hours Every Week
No more exporting to Excel. aptiq pulls data automatically from your existing systems and centralizes it in clean dashboards.
No more exporting to Excel. aptiq pulls data automatically from your existing systems and centralizes it in clean dashboards.
No more exporting to Excel. aptiq pulls data automatically from your existing systems and centralizes it in clean dashboards.
Clarity Without Complexity
Clarity Without Complexity
Clarity Without Complexity
You'll see what's working (and what's not) at a glance, across clients, revenue, performance, and firm-wide KPIs.
You'll see what's working (and what's not) at a glance, across clients, revenue, performance, and firm-wide KPIs.
You'll see what's working (and what's not) at a glance, across clients, revenue, performance, and firm-wide KPIs.
No Spreadsheets. No Guesswork.
No Spreadsheets. No Guesswork.
No Spreadsheets. No Guesswork.
Automated reports + secure storage = data you can trust without lifting a finger.
Automated reports + secure storage = data you can trust without lifting a finger.
Automated reports + secure storage = data you can trust without lifting a finger.
Focus on Goals That Matter
Focus on Goals That Matter
Focus on Goals That Matter
Track client outcomes, firm performance, and advisor KPIs all in one place.
Track client outcomes, firm performance, and advisor KPIs all in one place.
Track client outcomes, firm performance, and advisor KPIs all in one place.
How it Works
How it Works
How it Works
Connect your tools (CRM, tracking software)
Connect your tools (CRM, tracking software)
Connect your tools (CRM, tracking software)
We build your dashboards customized to your needs.
We build your dashboards customized to your needs.
We build your dashboards customized to your needs.
Automated Reporting begins, no manual entry needed.
Automated Reporting begins, no manual entry needed.
Automated Reporting begins, no manual entry needed.
You make smarter decisions with reliable data.
You make smarter decisions with reliable data.
You make smarter decisions with reliable data.
Is aptiqData worth it for your firm?
Is aptiqData worth it for your firm?
Is aptiqData worth it for your firm?
Use our quick calculator to estimate the ROI of automating your reporting.
Use our quick calculator to estimate the ROI of automating your reporting.
Use our quick calculator to estimate the ROI of automating your reporting.