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Compensation and benchmarking

Valuation and succession tools, recruiting and transition platforms, compensation and benchmarking.

1 vendor · Updated October 26, 2026

News on Compensation and benchmarking in your edition and on My Desk.

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AdvisorEconomics

KPI dashboard that benchmarks an advisory firm's accounting data against peer firms

  • RIAs
  • Broker-dealers

Practice management & M&A6 integrationsSubscription

Tick two to four vendors, then compare them side by side.

Compensation and benchmarking: questions to ask before you buy

  1. Which firms like ours, by size and business model, run on it today, and may we speak to two of them?
  2. What does the full first-year cost come to, including implementation, data conversion, training and integrations?
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