For Firms

Know what your firm
is actually worth.

Firm valuation. P&L analysis. Advisor intelligence. All on data you can trust.

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.

Try Field