Point 93

Your Competitive Insights

You've been selected

Elevate your practice with exclusive benchmarking insights gained from evaluating and ranking 200+ top advisors for UHNW families in competitive situations.

Discover what key facets of your business must change to win new business, retain existing clients and perform at the level you need to grow.

Optimize Your Fee Strategy

Our data-driven, AI-powered insights to win

Benchmark your practice in 150+ areas to win and grow

Key Data Points on your Business

  • 175+ Performance Metrics
  • Insight into 42 critical success factors
  • 93% the average score of top performing advisors

Your Fee Module Insights Uncovered

  • Understanding Your Fee Pricing and Benchmark
  • Underpricing v Overpricing Your Business
  • Client Risks: Transparency & Understanding

Four-step benchmarking process

A proven path to sharper insights, smarter decisions, and measurable improvement.

1. Assessment

Advisor completes the self-assessment questionnaire

2. Comparison

Platform analyzes responses against UHNW advisor benchmarks

3. Analysis

AI identifies specific strengths and improvement opportunities

4. Action Plan

Personalized priorities and recommendations are generated

Your customized practice growth plan

Transform assessment into measurable business results

Gain competitive intelligence

98%
TOP 5%
78%
AVERAGE
84%
YOUR SCORE
Excellent

Areas of interest

80%
Advisor Expertise & Professional Standing
8 points
90%
Investment Strategy & Performance Results
Top 5%
54%
Firm Resources & Organizational Strength
5 points
41%
Client Experience & Personalized Approach
5 points
Practice Heat Map
Transform assessment into measurable business results
Strength
Industry average
Opportunity
Critical Focus
68%
Advisor Expertise & Professional Standing
Industry Experience & Professional Credibility
Professional Development & Team Structure
Regulatory Compliance & Client-First Approach
82%
Firm Resources & Organizational Strength
Firm Business Model & Platform Analysis
Operational Infrastructure & Reporting Capabilities
Client Data Protection & Privacy Standards
96%
Investment Strategy & Performance Results
Performance against goals & achievement
Benchmark selection & performance context
Investment philosophy & compelling narrative
Investment selection & monitoring process
Performance value-add quantification
68%
Client Experience & Personalized Approach
Fee Structure & Value Proposition
Goals-based planning methodology
Client risk alignment & behavioural guidance
Comprehensive service integration
Client communication & engagement framework
Overall score
84/100
Top priority focus areas
Based on assessment of 16 key practice areas benchmarked against top-performing advisors
Philosophy
Your investment strategy
Communication
Your experience
Value add
Your investment strategy

Start your assessment

Optimize Your Fee Strategy