Built to ignite growth on acquired assets.
Most tools stop at showing you a number. Levanta is built to move it. The platform runs in four layers, and each one feeds the next.
Measure
Portfolio management solutions report AUM and performance. They cannot separate a true inflow from a transfer inside a household, a real departure from money moving between accounts, or organic growth from market moves and acquisitions.
Levanta codes every transaction, so you see:
DATA PRESENTED AT FIRM, OFFICE, ADVISOR, AND HOUSEHOLD LEVELS
Align
You can design compensation so that organic growth becomes how advisors are actually paid: retention modifiers that reward keeping clients, growth bonuses tied to organic revenue rather than AUM alone, and grid structures that reflect your operating model.
Each advisor sees a scorecard with their organic number, a peer comparison, their retention modifier, bonus pace, and book composition. The scorecard becomes the conversation. A regional director sits down with data and shows an advisor what organic growth looks like in their book, and what it is worth.
The specific structure varies by firm. The principle holds: make the metric visible, and make it matter to pay.
Act
Knowing the number does not change behavior. The guided Growth Playbook walks each advisor through their actual book by situation:
For each, the playbook surfaces named clients, conversation starters, and an estimate of the impact. The advisor moves from "I should grow" to "I am calling these five people this week."
Retain
Advisors sell their practices because they need an exit and a payoff. If their books do not transition cleanly inside your ecosystem, the assets walk, and the return on the acquisition walks with them.
Levanta helps you plan the transition:
When an advisor retires, you have a documented plan and a clear view of whether it is working.