/for/banking · For wealth-management teams advising attorney and law-firm partner clients. See pricing recommendation ↓
Recommended for legal-sector wealth practices · $15K/qtr · $60K–$250K/yr distribution

The data layer your client advisory has been missing.

Daily-refreshed peer benchmarking, embeddable in advisory decks, ready to license under your bank's masthead. The Client Data Index, scoped to your portfolio of attorney and partner clients, with promo, lateral, and liquidity-window signals scored every business day.

Best for  Citi Private Bank Law Firm Group (Gretta Rusanow) · Wells Fargo Legal Specialty · JPMorgan Private Bank · BNY Mellon · Bank of America Private Bank · Goldman Sachs Private Wealth

Client Data Index · wealth slice Live Visual Data Aggregation API
The problem · The signal

Quarterly cadence on hiring data misses the weekly client meeting.

01 What's broken today

"My MD walks into a meeting with a Big Law partner client every Wednesday. The peer-comparison data she's using is from last quarter. The client knows."

  • P/01

    Quarterly cadence misses weekly client meetings

    A wealth advisor meets a partner client weekly. A quarterly benchmark is wrong by week three.

  • P/02

    Most banks lack a lateral-aware view entirely

    Outside the largest legal-sector wealth practices, peer-benchmarking on hiring momentum doesn't exist as a category. The Index makes it tractable.

  • P/03

    Manual peer-comparison decks consume MD hours

    A senior MD shouldn't be assembling a peer benchmark by hand on Tuesday night. The Index returns it via signed-URL embed in 200ms.

02 What we ship

Daily-refreshed peer benchmarking, embeddable interactive charts, and a co-branded quarterly advisory under your bank's masthead.

  • V/01

    Daily peer benchmarking + embeddable charts

    Signed-URL embeds with 30-day TTL drop straight into client decks and portal pages. Refresh in place; no rework.

  • V/02

    Co-branded quarterly advisory

    Your bank name on the cover, your MDs' analysis inside, our daily-refreshed Client Data Index data underneath.

  • V/03

    API drop into CAT and internal models

    Client Analytics Tool integration via REST. Custom data fields mappable. The bank's in-house analyst gets the same data the MD sees in the deck.

Edge use cases · For wealth advisors

Three queries you can run on day one.

Every record is normalized into the same taxonomy. Cross-cut however your model needs.
USE CASE 01

Pre-meeting client peer brief

Your MD has a Wednesday meeting with a Big Law partner. By Tuesday afternoon, the Index has generated a peer-benchmark deck with five named comparison firms, refreshed that morning.

GET /v1/firms/{id}/peer-pack?meeting_date=2026-05-08
USE CASE 02

Compensation context for advisory conversations

When a client asks "is my comp on market?" the answer is in posted comp bands at peer firms, refreshed daily, normalized by JD year and market.

GET /v1/comp-bands?firm=...&jd_year=...
USE CASE 03

Sector-trend narrative for ICP letters

Quarterly investment-committee letters benefit from a sector-of-clients narrative. The Index returns the structural story before the MD's analyst writes the prose.

GET /v1/sector/narrative?period=quarter
Demo · /dashboard/client-peer-benchmark

Bank-of-firms peer benchmark

Preview view shown. Live customers see client IDs, AUM tier, and last-meeting dates per row.
app.placement.solutions/dashboard/client-peer-benchmark
PREVIEW
Firm · client peer group Active postings Posting velocity (90d) NY M&A bench depth Median posted comp · partner-track
Kirkland & Ellis 412 +18% 87 $478K
Latham & Watkins 298 +4% 71 $465K
Paul, Weiss 187 -2% 62 $492K
Cravath 144 flat 58 $501K
Wachtell 78 flat 49 $525K
Your client · [Firm X] 214 +11% 68 $472K
Generate client deck (PDF) Generate client deck (PPTX) Embed in CAT refresh: 04:00 UTC · → interactive embed expires in 30d
Pricing for private banking

Scaled to advisory practice and distribution rights.

All tiers
Co-branded quarterly · base
$60K /year · $15K/qtr
Daily peer benchmarking, embeddable charts, co-branded quarterly advisory, full taxonomy.
Custom distribution
$150K–$250K /year
Custom report distribution rights, white-label dashboards for client portals, dedicated solutions engineering, SLA-backed delivery.

Distribution-rights tier scales with the number of client-facing portals and the bank's right to sub-license. Annual contracts only at this tier.