# Movmint

> Advisory Practice Continuity Platform. Institutional-grade SaaS for wealth management firms managing advisor transitions, acquisitions, and succession planning.

## What is Movmint?

Movmint is a wealth-tech platform that helps recruiting firms, RIA aggregators, broker-dealers, and independent advisory practices evaluate, score, and manage advisor transitions. It provides a proprietary Continuity Index that measures practice portability, transferability, and long-term value.

## Key Capabilities

- **Continuity Index Scoring**: Proprietary algorithm analyzing 15+ practice variables to produce a transfer readiness score (0-100)
- **Practice Valuation Engine**: Public-market-anchored revenue-multiple valuation (1.4x-2.6x) with 9 weighted factors producing low/base/high value ranges
- **Indicative Valuation Range**: Data-coverage-based valuation bands showing estimated practice value
- **Client Retention Risk Analytics**: 6-factor risk model predicting client attrition during transitions
- **Culture Fit Assessment**: 10-dimension compatibility scoring for advisor-firm matching
- **Acquisition Estimate Engine**: Deal-ready pricing with upfront/earn-out structure and 5-year ROI projections
- **Candidate Pipeline Management**: Kanban-style pipeline with drag-and-drop stage management
- **Peer Benchmarking**: Anonymized aggregate comparison across AUM brackets and experience levels
- **Side-by-Side Comparison**: Compare candidates across all scored dimensions simultaneously
- **Market Intelligence**: Real-time industry insights from pattern detection across the assessment dataset
- **Interactive Simulator**: Public tool for exploring how practice variables affect transition readiness

## Who Uses Movmint?

- Recruiting firms evaluating advisory talent
- RIA aggregators scoring acquisition targets
- Broker-dealers powering advisor recruiting platforms
- Custodians embedding scoring into advisor onboarding
- Consulting firms accessing anonymized benchmarking data
- Independent advisors planning succession or transitions

## Pricing

- **Free**: Full succession report, retention risk analysis, personalized roadmap, PDF export, 3 Growth Analyzer matches, quarterly monitoring
- **Starter ($499/mo)**: Unlimited prospecting with basic firm profiles, M&A Likelihood preview, pipeline management, Growth Analyzer (10 matches/mo), Trend Spotter national, 5 seats
- **Professional ($1,499/mo)**: Unlimited prospecting with full intelligence suite, deal structure modeling, deal comparables, attrition modeling, unlimited candidates, 15 seats
- **Enterprise (custom pricing)**: Full intelligence suite with custom scoring models, API access, SSO/SAML, unlimited seats, dedicated support

## Key Pages

- Homepage: https://movmint.ai/
- Pricing: https://movmint.ai/pricing
- Continuity Simulator: https://movmint.ai/simulator
- Platform & API: https://movmint.ai/platform
- Security: https://movmint.ai/security
- Contact: https://movmint.ai/contact
- Privacy Policy: https://movmint.ai/privacy
- Terms of Service: https://movmint.ai/terms

## Technical Details

- Multi-tenant SaaS with firm-level data isolation
- Role-based access control (firm admin, recruiter, coach, advisor, candidate)
- SOC 2 designed architecture with zero-PII storage
- AES-256 encryption at rest, TLS 1.3 in transit
- Session-based authentication with inactivity timeout
- Audit logging for all security-relevant events

## Full Documentation

For comprehensive details: https://movmint.ai/llms-full.txt