See the activity behind the production.
TheGonch brings advisor activity, pipeline and production into one operating platform — giving advisors one place to run their practice and firm leadership a clear view of how business is being built.
dials=50 reached=15 kept=3
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The firm has the data. Just not in one place.
The result is a fragmented picture of how each advisor’s business is actually being built.
Your CRM tracks the relationship.
TheGonch tracks the business.
TheGonch isn’t a replacement for the CRM.
It captures the operating activity around how business is created — prospecting, activity, tasks, opportunities, pipeline, conversion and production — before and around the point where a long-term client relationship belongs in the CRM.
Many operating signals. One connected record.
Every component of an advisory business writes to the same record, so activity, meetings, opportunities, pipeline and production stay connected instead of reconciled.
One operating record. Every level of the firm.
TheGonch turns the activity of individual advisor practices into connected operating visibility for managers and firm leadership.
One operating picture. Every level of the firm.
Run the practice.
One place to see people, pipeline, tasks, activity, goals and what needs attention next.
See what needs coaching.
Understand each advisor’s pipeline, where opportunities are breaking down, what activity is occurring, and what needs intervention.
See the firm.
View activity, pipeline, production, conversion, trends and relationships across teams and advisors from a consistent operating dataset.
From activity to production.
A production number tells leadership what happened. Connected operating data helps explain why.
TheGonch connects the behaviors occurring inside advisor practices with the opportunities and production that follow.
One platform across the advisor business.
Three products across the advisor business. Activity Tracking is available, Prospecting is in beta, and Finance is in development.
Activity Tracking
Run the practice. Track activity, people, tasks, pipeline, goals, production and performance from one environment.
Explore Activity Tracking →Prospecting
Connect targeting and outreach directly to the opportunities and production they create.
Explore Prospecting →Finance
Understand the economics of the advisor practice — revenue, expenses, profitability, cash flow and eventually the relationship between operating activity and financial outcomes.
Explore Finance →Built for the organization, not sold seat by seat.
TheGonch is deployed at the firm level.
Pricing is determined by the size and scope of the organization rather than sold as individual advisor subscriptions.
Depending on the institution, TheGonch can be deployed under the standard platform or configured as a branded firm environment with its own domain and identity.
Explore institutional deployment →Built with institutional data boundaries in mind.
Detailed controls, architecture, certifications, roadmap items and limitations are documented on the Security page.
Explore security & architecture →See your organization through one operating system.
See how TheGonch connects advisor activity, management oversight and firm-wide operating intelligence.