The Succession Link Compatibility Score is a rating system that helps users quickly identify listings that are the best suited to connect with. A Compatibility Score with more stars has a higher likelihood that your practice is a good match with that particular listing. Ten attributes are used to calculate a Compatibility Score.

  • Listing interest

  • Location

  • Broker Dealer (Firm)

  • Clearing Firms (Custodians)

  • Third Party Money Managers

  • AUM

  • Revenue

  • % fee vs. % commission

  • Avg. client age

  • Number of accounts

Please note, we only calculate Compatibility Scores for members with listings.  By ensuring that your listing is accurate and complete, you increase the chances of receiving high Compatibility Scores with other members. If you have any feedback or further questions regarding Compatibility Scores, please contact support.

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