For broker-dealers, aggregators and advisor networks
Every practice in your network, in one view.
ValuationMCP values each member practice with the same seven-method engine, with the member's consent. Network Insights rolls those saved valuations into six lenses, starting with the ones home offices ask about first: how is the health and wellness of our firms, who retires when, who has a successor, and who is likely to sell.
New: ValuationMCP has introduced Network Insights →- Demos run on a fictional network
- Priced by total advisors, not seats
- Members share only with consent
Succession risk you can't see is succession risk you can't manage.
Most practices don't know what they're worth.
Valuations across a network aren't comparable when each one uses a different method.
Practices that leave may leave before anyone ran the numbers.
Succession lens · Broker Dealer · fictional
See who retires when, and who could buy.
Each circle is a member practice, placed by its saved retirement horizon and successor readiness. Click one to see its saved valuation and the nearest in-network buyers.
What the Network plan gives you.
Network-wide practices + admin roll-up
Consent-based, view-only access to the practices members share: records, saved inputs, valuations and sources.
Unlimited runs
Record changing circumstances and preserve the history.
Every skill
Sell, buy, succession and data workflows for member practices.
Co-branded reports for advisors
Your network identity alongside transparent formulas, sources and disclosures.
The Network console: Overview, Insights, Members, Reports, Governance and Settings
Six read-only lenses over saved runs, action queues, members, reports, governance and settings.
Private requests with NDA
Between firms, after explicit approval. A2A-compatible Agent Card for request workflows; MCP for engine calls.
Every figure comes from a deterministic engine. Each saved run records its engine version and a fingerprint of its output.
Six lenses on every practice.
Health and wellness
Book quality against data confidence, firm by firm, with each office's weakest factor.
Optimization
Every priced move across the network, split into not started, in motion and verified.
Succession
Owners by years to retirement and readiness, with the close-and-unprepared zone marked.
Buy/sell
Likely sellers, the AUM they hold, and the furthest conversation each has in the network.
Engagement
Who is active, lapsing or dormant, and through which assistant or channel.
Data supply
Where every value came from, and which connection would replace the most owner-stated ones.
One engine. Different conversations.
Practice management
Show each advisor the book-quality factors holding their valuation down, and the priced moves that would lift it.
Succession and continuity programs
Give advisors an educational view of their practice and its succession readiness.
Internal M&A and practice transitions
Bring a consistent method to transitions between member advisors.
Recruiting conversations
Discuss an educational estimate of a recruit's current book using supplied facts — not a promise of what it will be worth on your platform.
Members decide what the network sees.
Members choose what to share
A member who joins shares the practices and valuations they create from then on in full detail, view-only. Existing practices stay private unless they bring them.
Every review is on the record
A permitted reviewer gives a reason, the session is view-only, and the member sees it in their own activity.
Small groups stay hidden
Groups under five firms show no counts or dollar rollups, so no single practice can be backed out.
Request a demo.
Network
Advisor-tier pricing
Priced by the total advisors in your network, not seats or active users.
- Tier based on total advisors in your network
- Network-wide practices + admin roll-up
- Unlimited runs
- Everything
- A2A data requests: your agent requests data from your targets' agents, with your approval at every step
- Co-branded valuation and deal-brief PDFs
- The Network console: Overview, Insights, Members, Reports, Governance and Settings
One practice? Start free. Compare every plan on Pricing. Valuing your own firm? See ValuationMCP for owners →
Questions networks ask.
Put a consistent valuation behind every succession conversation.
- Demos run on a fictional network
- Priced by total advisors, not seats
- Members share only with consent