streamline advisory services
Make your advisory work 30% more efficient with Empiraa
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 simple software.
Stop struggling with fragmented software solutions that hamper efficiency. Use one unified platform that benefits both you and your clients.
Empiraa connects with 6000+ of your favourite platforms
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
how it works
See how Empiraa can strengthen your client engagement & get clarity over their progressLearn more
See how advisory firms are saving hours every week by switching to Empiraa’s streamlined platform.
partners that trust empiraa
"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."
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. Learn More
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.
get in touch the old fashioned way