Monitoring KPIs Across Multiple Clients
A single screen for every KPI across every client. Filter by industry, by lifecycle stage, by health — see who needs attention this week.
The challenges
What advisors keep running into
Per-client spreadsheets don't aggregate
And nobody updates them anyway.
What ADK Intel does
The AI opportunity
Portfolio KPI view
Filter, sort, group across the book.
Benchmarking
Compare a client to industry peers.
FAQ
Frequently asked
Custom KPIs?
Yes — define any KPI per client.
Related
Continue exploring
ADK Intel was built by operators who ran fractional CFO and CAS practices — and got tired of Sunday-night prep. The team blends advisory firm partners, finance practitioners, and AI engineers who ship US GAAP/IRS-grounded analysis at scale.
Advisors should spend time on judgment, not data shuffling. AI replaces the analyst layer; senior advisors are the moat.
- Fractional CFO operations
- Client Advisory Services (CAS) productization
- Advisor capacity planning
- AI-grounded financial analysis
- White-label advisory delivery
- Standardized monthly client reviews
See ADK Intel in your firm
A 30-minute demo on your real client roster. See the meeting prep, the monthly report, and the AI advisor — live.
Request a demo