Brand the Empiraa platform to look like your own and resell a customized experience to your clients. Set your own resell price, manage your clients plans more efficiently and increase your revenue and stickiness as an advisor.
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Manage all your clients plan from our new myPortal where you can see a consolidated view of all your clients and their progress against their strategies.
Empiraa gives your clients a measureable and actionable plan to reaching their goals. No more check-in emails reminding clients to do the work, Empiraa regularly prompts its users to checkin with their plan and make sure they are on track – giving you the time back in your day.
We know how hard it is to keep track of your clients progress. With live dashboards powered by smart automations, you can say goodbye to manual data entry for good and see the numbers pulled in from other platforms automatically.
With more time available to plan for success and less time being taken up by recounting past projects, Empiraa enables you to actively work towards your clients successes. Become an invaluable resource to your clients, furthering the impact your business has and driving your revenue growth.
Being across all your clients moves at all times seems impossible when relying on static documents. Empiraa is here to provide the most up-to-date and reliable source of truth so you can back your clients and drive them to success.
With new reporting functions in Empiraa, you can get an accurate view of how your clients are tracking from a user, team and organization perspective. Use those insights to identify gaps and optimize strategies before they loose momentum for lasting business impacts.
"Empiraa really helps our planning and advisory work come to life with our clients. It is so simple to engage our client's with our plans and have a platform that allows us to review their plans in live time with little effort is a true game changer."
Connect with over 6000 of your favourite platforms. Using an integration platform like Zapier, you can automate your data to pull directly from your everyday platforms directly into your KPIs in Empiraa.
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