Client health
Stay ahead of churn risk.
Score every advisory client across financial health, engagement, and delivery completeness.
Financial Health
90
firm-wide
Cash Flow
84
firm-wide
Reporting Completeness
84
firm-wide
Client Engagement
81
firm-wide
Action Item Completion
77
firm-wide
Risk Flags
84
firm-wide
At risk
1 clients
- Riverbend Restaurant Group11 open
- · Review overdue
- · Prime cost +3.2pt
- · Cash declining
Watch
3 clients
- Brighton Retail Group6 open
- · Margin compression
- · AR days +5
- Summit Dental Group5 open
- · Action items overdue
- Ironhill Manufacturing4 open
- · Inventory turnover slowing
Healthy
4 clients
- Legacy Construction3 open
- Northstar Medical Partners2 open
- Crescent Nonprofit Alliance2 open
- Harbor Professional Services1 open