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      1. Help Center
      2. Scorecards
      • Methodology
      • Firm Users
        • Account Management
        • Orientation
        • Firm Details
        • Print Reports
      • Enterprise Users
      • Scorecards
        • Business Stability
        • Client Stability
      • Emergency Continuity
      • Recruiting

      Scorecards

      Business Stability

      • Firm Structure
      • Interim/Emergency Continuity Plan
      • % Recurring Revenue
      • EBOC / Revenue
      • Revenue/AUM (bps)
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      Client Stability

      • Average Client Age
      • Client Addition/Departure Rates
      • % New Clients from Referrals
      • % of AUM with a Next Generation Relationship
      • % of AUM in Top 5 Relationship
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