Advisor Economics

software

Last discussed Nov 12, 2026

A new benchmarking platform for financial advisory firms that integrates directly with QuickBooks to automatically ingest, clean, and normalize financial data, then compare a firm's metrics against similar firms.

Recently discussed in

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Created by

Michael Kitces

creator mentioned

Used for: Practice management benchmarking for financial advisory firms — comparing compensation, tech spend, productivity metrics, and other KPIs against comparable firms automatically Praised: Direct QuickBooks integration eliminates manual data entry, automated data in... vs: Replaces the previous generation of manual spreadsheet-based benchmarking stu...

"We launched a new business called Advisor Economics — advisoreconomics.com — just doing practice management benchmarking. The benchmarking process for years has just been some version of: they send you a spreadsheet, you have to go through your Qu..."

Ep 500: Amplifying Business Growth By Constantly Honing Y... · ▶ 1:28:53 · Jul 28, 2026