Drive increased efficiency and automate workflows around your advisory work with an all-in-one planning solution. Eliminate the gap between accountability and action for your clients and boost your revenue at the same time.
Advisory has always been about working with your clients to get them from point A to point B. Advisory used to look like:
Empiraa is the revolutionary platform you have been looking for to elevate your advisory work to the next level. With Empiraa you can:
Are you short on resources but understand the importance of a functioning and operation strategic plan in your business. Look no further than our implementation service. We can transition your current plans into Empiraa, build out integrations and onboard your whole team with dedicated training.Learn More
Our advisor plan has been created specifically for businesses that service clients and need a distinct solution that is fully customizable