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For Advisory Firms

Your tools work.
The picture doesn't.

Every system in your practice holds a different version of the client, and none connect to the business you're running. Field translates them into a shared language, so the picture becomes whole.

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Translation Layer

Unified Data

The systems you use each store the same client differently.
Field ingests data, resolves entities, and produces one canonical record.

Unified Data — source systems resolved into one canonical household record
Custodian 1
name:Anderson, William acct:x4471 tin:***-**-4829
Custodian 2
name:Anderson, Margaret acct:x2210 tin:***-**-5103
CRM
name:Bill & Maggie A. id:c_8821 household:Anderson Family
Planning
name:W. Anderson plan_id:p_4471 spouse:M. Anderson
Portfolio
name:Anderson, W & M acct:x4471, x2210 household:Anderson, W
Billing
name:Anderson Family Trust entity:trust_0114 tin:***-**-8842
Field — Resolved Household Record
household_id:hh_anderson_001
members:William Anderson, Margaret Anderson (Anderson Family Trust)
linked_accounts:x4471, x2210
total_aum:$4,241,880
coherence_score:0.97 verified
Ingestion Continuous feeds from existing systems.
Entity resolution Field matches records across systems by name, TIN, account, and relationship.
Canonical record One household record with a coherence score and full audit trail back to every source row that contributed.

Continuous Data 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 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.

Firmwide Visibility

There is no single view of an advisory practice today. Field delivers one.

This is the groundwork for modern wealth management. It enables scale and growth, optimizes the practice, and provides the optimal environment for AI to unleash its power most effectively in your business.

  • 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

Growth Signals

The client ready for a deeper conversation, the household consolidating assets elsewhere, and the relationship quietly at risk are all signals sitting in your data right now. Field surfaces them to power growth.

  • 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
How It Works

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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