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Financial Advisor Revenue Retention Solution



iPipeline’s unique Financial Advisor Revenue Retention Solution enables you to identify cohorts and patterns in multiple dimensions to stay ahead of attrition, maintain awareness of “at risk” individuals, and limit negative financial impact through proactive prevention.


  • Identifies by name which advisors have the highest risk of leaving
  • Provides holistic view of the entire company using geography, demographics and diversity
  • Uses up to 100 variables to pinpoint problem areas that need action
  • Simplifieds adding new data by leveraging a continuously adaptive learning model


  • Proactive, rather than reactive, approach to managing attrition
  • Opportunity to mitigate unwanted losses on an individual basis
  • Aids in the development of a broader, long-term strategy addressing key attrition drivers
  • Timely awareness of “at risk” individuals

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