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For Advisory Firms

Your tools work.
The picture doesn't.

Every system in your practice holds a version of the same client. Field translates them into a shared language, so the picture becomes whole.

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Translation Layer

Unified Data

Your custodian, CRM, planning tool, and portfolio platform each store the same client differently. Field ingests every feed, resolves the entities, and produces one canonical record.

Source systems
Custodians
CRM
Financial Planning
Portfolio Management Systems
Flat Files
Field
Translation Layer
  • Ingestion pipelines
  • Entity resolution
  • Schema enforcement
  • Confidence scoring
  • Audit trail
Outputs
Canonical Record
Dashboards
Comprehension layer
Workflows
Action layer
Operating Leverage

Eliminating Manual Reconciliation

Connecting systems, reconciling data, translating feeds, making sure the numbers match. Whether that work falls on a dedicated operations team or the advisors themselves, it eats hours that belong somewhere else.

  • Data reconciliation across custodians, CRM, and planning tools runs continuously
  • Pipeline visibility shows every job and run
  • Reporting assembled from the golden record
With Field
One-time data onboarding
Reconciliation runs once during setup. After that, pipelines keep every source in sync continuously.
One shared language
Every system translated into a canonical record.
Time back to strategic work
Operations focuses on the firm. Advisors focus on clients. The manual bridge between systems goes away.
The Whole Picture

Firmwide Visibility

Three custodians, a CRM, and a portfolio platform. Today that picture lives in four tabs and a spreadsheet. Field resolves it into one household view. Accounts linked by relationship. The full picture is there before the meeting starts.

  • Accounts linked by household across custodians, CRMs, and platforms
  • Billing, fee forecast, and AUM in a single view
Advisor Dashboard — Anderson Household
Total Household AUM
3 custodians · CRM · Platform
$4,241,880
IRA
Robert Anderson
Custodian A
Joint Brokerage
Robert & Jane Anderson
Custodian B
Client Relationship
Household profile · Contacts · Notes
CRM
Portfolio Model
Allocation · Performance · Drift
Platform
Organic Growth

Growth Intelligence Coming Soon

The client ready for a deeper conversation. The household consolidating assets elsewhere. The relationship quietly at risk. When the picture is whole, Field surfaces these as insights. Growth runs on signal instead of memory.

  • Wallet share gaps identified at the household level
  • At-risk relationships flagged before the client calls
Practice Insights — Weekly Summary
This Week
14 new insights
Wallet Share Insight
Anderson household · $312K held away
$312K
At-Risk: Chen Household
AUM down 18% in 90 days · No meeting scheduled
At Risk
Deepening Insight
Martinez household · Planning review overdue 6 months
Growth
Tax-Loss Harvest Window
7 clients · Estimated tax savings
$84K
Total addressable this week
$1.2M
Data Solution

Field's Data Layer

Configurable Pipelines

Per-source transformation rules, version-controlled in code. Every firm's data is different, so the pipelines bend to match. Partial failures isolate at the record level.

Entity Resolution

Match households, accounts, and parties across systems even when IDs disagree. Hard rules plus probabilistic scoring.

Industry Domain Model

Built around how advisory firms actually work. Households, accounts, positions, advisors. Extend the canonical model with firm-specific fields.

Data Standardization

Currencies, dates, enums, naming conventions. All normalized into one canonical taxonomy. Survivorship rules define which source wins when systems disagree.

Data Provenance

Every value traces back to its source system, record, and timestamp. Full lineage built into the canonical model.

Scalable Extracts

Export the exact slice you need to your BI tool, warehouse, or partner system. API, Parquet, JSON, CSV.
What It Powers

Use Cases

Business Intelligence

Firm-level performance, AUM trends, and revenue intelligence for leadership. Built from the golden record.

AI Readiness

Intelligent data powers productive AI across the practice.

Operating Scale

Workflow automation and operational intelligence that allow firms to grow. Scale the practice.

The groundwork is here

Request a demo and see how Field works with your existing systems.

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