elevate your advisory

Take your clients complex plans and execute them simply

Have you been looking for a tool to keep your clients accountable and make your work matter? Empiraa is the end-to-end solution for you. Unify planning, tracking, and achieving client goals with Empiraa’s all-in-one advisory platform.

Stop struggling with fragmented software solutions that hamper efficiency. Use one unified platform that benefits both you and your clients.

Discuss solutions with our team

The old way

Advisory has always been about working with your clients to get them from point A to point B. Advisory used to look like:

Sharing written or Word documents with the plan of attack
Using catchup meetings to go over the past time frame
Not having any clarity over how your client is tracking
Lack of accountability for clients
Deadlines pushed and KPI's not met
A lot of manual following up for you

The Empiraa way

Empiraa is the revolutionary platform you have been looking for to elevate your advisory work to the next level. With Empiraa you can:

Have a centralized plan that is up-to-date with client progress
Use catchups to focus solely on the next period of time
Seeing all your clients progress in one dashboard
Create more billable hours for your business
Set an action plan on how your client is going to hit their KPIs
Create accountability for your client
Go into those client catchups with the next plan of attack

Boost client engagement by 20%

Make your work have a greater impact for your clients. Empiraa allows advisors to make a real difference to their clients business, with a software that centralizes planning and gives you real data to make informed decisions. Your clients will see real change in their business success increasing their trust in your services.

Enhance your capacity and increase output

Empiraa's efficient platform allows advisors to work with more clients, significantly increasing capacity without compromising the quality of service.
Our full service offering takes the pain out of implementation and gives you the time back in your day to focus on execution.

Get full vision over your clients progress.

Empiraa allows you to have full visibility over your clients plans with dedicated portals giving you a snapshot of how each of your clients are tracking.
Your visibility of the plan keeps clients even more accountable to hitting their KPIs and OKRs.

how it works

See how Empiraa can strengthen your client engagement & get clarity over their progress

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Try the interactive demo for yourself!

Short on time? Try our full service solution

Do you have lots of clients you want to onboard, but not enough time to service them all? Look no further than Empiraa's full service offering. Our full-service offering ensures a painless transition for advisors and clients alike, making the adoption of this new technology straightforward and efficient. We do all the work of transitioning your plans into the Empiraa platform.

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See how advisory firms are saving hours every week by switching to Empiraa’s streamlined platform.

"Empiraa really helps our planning and advisory work come to life with our clients. It is so simple to engage our client's with our plans and have a platform that allows us to review their plans in live time with little effort is a true game changer."

Mark Said | Founder and CEO of MKS Group

Using Empiraa, you can prevent your clients from being part of the 70% of small businesses that fail due to a lack of strategic planning*

*Small Business Trends

Join the growing movement from static docs to efficient and simple planning that empowers your advisory work.