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ENTERPRISE INTELLIGENCE

One enterprise-level command center for
smarter business decisions

Siloed information is the enemy of efficiency and dynamic decision-making—especially for firms in growth mode. Amplify’s Enterprise iQ dashboard puts real-time, integrated data at your fingertips, giving you the clarity to see the big picture, the insights to make informed decisions, and the tools to execute with precision.

Run your business like a business with one comprehensive dashboard

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  • Access data for all affiliated advisors with the push of a button.
  • Spot trends, uncover opportunities, and inform business decisions at the advisor, firm, and enterprise levels.
  • Gain a bird’s-eye view of your business’ health and productivity with flexible modular integration options that fit your needs.
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Simplify business oversight with data-driven insights

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  • Streamline operations with tools for portfolio modeling, asset allocation, and custodian interaction.
  • Analyze performance metrics, manage interdependencies, and pinpoint inefficiencies across your enterprise.
  • Provide clarity to stakeholders with data-driven insights into daily business functions.

Serve, attract, and retain top advisors and clients

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  • Deliver advisor and team-level intelligence with a company dashboard, based on customized user permissions.
  • Aggregate accounts seamlessly to provide a holistic view of client data.
  • Empower advisors with real-time research, industry updates, and investment insights to drive client success.

Mine your business with Enterprise iQ

Enterprise iQ is the multi-tiered, interconnected, digital workstation for growth-focused RIAs, broker-dealers/OSJs, and multi-family offices. It’s a single pane of glass that delivers insights at every level—firm-wide, advisor-specific, and client-focused—empowering you to make clear, confident decisions.