Top 10 KPIs RIA Firms Should Track

Which key performance indicators (KPIs) should your firm be tracking?

Are you unsure about what key performance indicators (KPIs) your registered investment adviser (RIA) firm should be tracking? Our free checklist highlights some important KPIs to consider.

This complimentary checklist outlines 10 key performance indicators your RIA firm should track. Here are a few highlights from the list:

  • Aggregate client asset allocation
  • Pipeline of prospective assets
  • Client service activities volume by client

Please feel free to contact us if you have any questions about implementing the proper systems in order to be able to more efficiently track these key investment adviser industry metrics.

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Note: RIA in a Box LLC is not a law firm, investment advisory firm, or a CPA firm. RIA in a Box LLC does not provide legal advice or opinions to any party or client. You should always consult your relevant regulatory authorities as this information should not be relied upon as currently accurate. This information is provided for educational purposes only and is not an exhaustive list of regulatory requirements.