Our technology empowers financial advisors with high-value data for smart business decisions.
Advisors in transition are provided an organized and comprehensive view of each client relationship.
Household relationships are presented in a qualitative and quantitative format using commonly accepted best practices categories.
fabe offers advisors an organized approach to quantify and view the relationship transition risk associated with a business purchase, sale, or change of firms.
We provide Financial Advisors with comprehensive business evaluations that offer valuable insight on Top-tier client relationships. Our proprietary technology measures and evaluates the true value of client relationships, empowering advisors with actionable business data to make high-confidence, informed business decisions.
fabe ranks and scores critical aspects of “Each and Every Client Relationship” creating appropriate weighted scores based on client specific metrics. An Advisor’s top 20% client relationships are meticulously analyzed to provide an in-depth view of the business.