See Marketing’s Impact In Dollars, Not Clicks

The AUM Pipeline Dashboard reveals your pipeline’s value in investible assets, forecasts future growth, and ties every marketing effort directly to client AUM.

EXPLORE WALKTHROUGH
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“Snappy Kraken is a key partner, and we’ve seen them add huge value for hundreds of our advisors.”

Jay Brost

CMO, Advisors Excel

Measure marketing’s true impact in AUM

For years, firms have been stuck reporting clicks, opens, and impressions. But those numbers don’t prove ROI. With the AUM Pipeline Dashboard, you can:

 

  • See the dollar value  of your pipeline in investible assets
  • Forecast client AUM growth over the next 3 months
  • Tie every marketing activity directly to client AUM

 

The first BI dashboard in financial services that connects marketing directly to both pipeline value and client AUM.

One dashboard. One ROI story.

No matter where you sit - boardroom, marketing desk, or advisor office - this dashboard tells an ROI story everyone understands and can rally behind.

 

  • Leadership gets a single source of truth for ROI in dollars and clear growth forecasts.
  • Marketers gain the data to see what’s working, improve results, and prove their impact in terms the C-suite understands.
  • Advisors get motivated when they see the value already in their pipeline—and how marketing can help them unlock
    and grow it.

 

The first BI dashboard in financial services that connects marketing directly to both pipeline value and client AUM.

Solo Advisors and Small Firms

 
Attract new business, automate your marketing, increase client engagement, and stay compliant. Get results from your marketing in just 1-2 hours per month–or let us handle everything for you.

 

Large Firms and Enterprises

 
Scale advisor growth with custom marketing campaigns that perform. Unlock data-driven insights that surface the best opportunities—while keeping you compliant every step of the way.

 

See how it works

Explore the AUM Pipeline Dashboard in this interactive click-through demo:

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Want access to AUM Pipeline Dashboard?

Start tying your marketing directly to pipeline value and client AUM.

Schedule a demo today to get priority access.