Portfolio dashboard
Add acquired firmFirms tracked
4
Average pipe coverage
88%
Firms at high risk
1
Blocked deliverables
1
Milestones, coverage, and risk by firm
| Firm | Stage | P1 · P2 · P3 · P4 | Progress | Pipe coverage | Next milestone | Risk |
|---|---|---|---|---|---|---|
| Harborline Wealth Partners$340M · 210 HH | Integrating | 33% | 100%6/6 | Configure advisory fee billing on new custodian09/04/26Blocked | 53Roadmap | |
| Corley & Vance Advisors$290M · 175 HH | Signed | 23% | 100%4/4 | File Form ADV amendment reflecting acquisition08/21/26 | 0Roadmap | |
| Ridgeway Financial Group$620M · 310 HH | Diligence | 0% | 50%2/4 | No plan applied yet | 10Roadmap | |
| Stonebridge Advisory$265M · 150 HH | Complete | 100% | 100%1/1 | Integration complete | 0Roadmap |
Risk score is a composite of open risk flags, blocked and overdue deliverables, source systems without a live pipe, and schedule slip against the integration window. Phase dots read left to right: P1 Regulatory & access, P2 Custody & data, P3 Clients & advisors, P4 Revenue & close.