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AI Firm Valuation

Your firm's value — calculated, explained, improvable.

Live AUM, revenue, EBITDA, margin, and data coherence score — combined into an enterprise value estimate with specific steps to improve it.

Enterprise value estimate with AUM, EBITDA, and revenue multiples
Data coherence score — the valuation driver most firms don't see coming
AI-identified improvements with estimated dollar impact on enterprise value

P&L Analysis & AI Insights

Where margin is leaking. What to do about it.

Revenue, expenses, EBITDA, budget vs. actuals — with AI that tells you what to change, not just what happened.

AI-flagged issues — EBITDA below peers, revenue declining by advisor
Expense breakdown — compensation, technology, occupancy vs. targets
Ask AI — natural language queries against your firm's actual financials

Advisor Intelligence

See every advisor's opportunity before they miss it.

Advisor-level performance, pipeline, and the specific opportunities being left on the table — visible to the firm.

Advisor AUM ranking — sortable by AUM, YTD growth, open proposals
AI-flagged issues — declining revenue, concentration risk, stale reviews
Company goal tracking — investments, annuity, tax overlay vs. targets

CFO Budget Goalss

Every budget line tracked against target. In real time.

Revenue, EBITDA, comp, tech, compliance, marketing — all tracked with AI that surfaces when you're off track.

CFO goal categories with live actuals and target progress
Daily activity summary — billings, collections, payroll, capital calls
NIGO queue — entity conflicts resolved before they affect reporting

Know your firm's value. Then improve it.

See how Field gives firm managers the intelligence to grow on margin, not headcount.