Recent industry research points to the same three things: technology that gets in the way, too little time with clients, and transitions that put data and continuity at risk.
of advisors say technology was a key factor in their decision to switch firms
Advisor360°, 2025 Connected Wealth Reportsay they lost business in the past year because of bad technology
Advisor360°, Connected Wealth Reportwant more time for prospecting and deepening client relationships
Vanguard / Escalent survey of 549 advisors, 2026cite system integration and data accuracy as the hardest part of a transition
Advisor360°, Advisors in TransitionBad data, a lack of automation for everyday workflows, and no access to the tools advisors prefer. Nearly every advisor who moved had faced technology problems at their prior firm.
Advisor360°Nearly 4 in 10 advisors say they do not have enough time with clients, and most of those point to compliance and administrative chores as the reason. Referrals from existing clients remain the most productive source of new business, so client time is growth time.
J.D. Power · VanguardWhat We Built in Response
Each part of the platform exists to remove a specific reason advisors leave.
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Fact Finder gathers the data once. WealthHub holds it, and every tool below works from the same record.
WealthHub
WealthHub AI AssistantAccount Onboarding & Paperworkpowered by
E-Signaturepowered by
Custom Workflow ManagementEmail-to-Workflow Automationpowered by
Managed Advisor Support CenterPractice DashboardsReferral TrackingPipeline & Prospect ManagementService Level TrackingAutomated Client Review PrepAI Meeting Notes & Follow-Uppowered by
Document Storagepowered by
Email Marketingpowered by
Client Appreciation & Giftingpowered by
The tools matter because of the hours they give back.
Our in-house platform team builds new capabilities, resolves platform issues and helps advisor teams get their work done.
SOURCES & DISCLOSURES+
Sources: Advisor360° 2025 Connected Wealth Report and Advisors in Transition survey of 155 advisors who switched firms (Dec 2024); Advisor360° Connected Wealth Report survey of 300 advisors; Vanguard and Escalent Cogent Beat survey of 549 U.S. advisors (July 2026); J.D. Power U.S. Financial Advisor Satisfaction Study. Third-party research is cited for context and does not reflect the experience of WealthPlan advisors.
¹ WealthPlan Group is a trade name under which affiliated entities conduct business. The firm has operated under multiple brand names over time. WealthPlan Group was founded in 1989. References to the firm’s history or years in business reflect the organization’s history since 1989, including predecessor businesses and prior brand names.
² Combined client assets across affiliated businesses as of 12/31/2025. This figure includes assets associated with WealthPlan Partners and WealthPlan Investment Management, including assets under management, assets under advisement, and certain retirement plan and brokerage assets for which affiliated firms provide advisory, consulting, or planning services. Not all such assets constitute ‘regulatory assets under management’ as defined by the SEC.