You can get even more from your participation in the RIA Benchmarking Study with the Benchmarking Results Dashboard.
The dashboard allows you to customize your results in ways that matter most to you and your firm.
It gives you the flexibility to view your firm's results across comparison groups—
including AUM and average client size—allowing you to see how your firm stacks up.
Plus, you can see results from Top Performing Firms, allowing you to gain new insight into strengths and opportunities that can help accelerate your growth.
And the modern, intuitive interface makes understanding all of this easy!
With this dashboard, you have a single point of access to your firm's results including the Benchmarking Peer Report, the Benchmarking Compensation Report, and the Benchmarking Compensation Tool…
…along with actionable Insights that connect you to Schwab's proprietary practice management resources for RIAs…
And it's all right at your fingertips!
It's time to put benchmarking data to work for your firm.
Participate in the Benchmarking Study to access this powerful tool and begin making more informed decisions that can drive your firm forward.