Expand tech advisory
Your clients need a tech advisor. You already have everything it takes to be one.
Demand for tech-stack advisory is growing faster than most firms can respond to. AppVentory gives you one agent, the data, and the client-ready reports to deliver it as a repeatable, high-margin service — without hiring a dedicated technology team.
AppVentory's agent maps every client's stack, benchmarks it, and surfaces the advisory opportunities — automatically.
Complete tech-stack visibility across every client portfolio automatically
Gap analysis built into every client review
Opportunity and risk findings delivered before you walk into the room
Why tech stack advisory is the service line most firms aren't capturing yet
It's not that your clients aren't paying attention. It's that nobody has the tools to track it properly.
Clients are making technology decisions without guidance
Software buying happens at team level, without strategy, without benchmarking, and without anyone asking whether the tool is actually needed. By the time an advisor gets involved, the decision has already been made and the spend is already locked in.
Tech stack reviews are too slow to do manually
Annual contracts renew silently. Without proactive monitoring, your clients miss the negotiation window and get locked into another year at full price
The opportunity is closing
Forward-thinking firms are already building tech advisory into their offering. The ones who move now will be the ones clients call first when a technology decision needs to be made.
Software buying happens at team level, without strategy, without benchmarking, and without anyone asking whether the tool is actually needed. By the time an advisor gets involved, the decision has already been made and the spend is already locked in.
Annual contracts renew silently. Without proactive monitoring, your clients miss the negotiation window and get locked into another year at full price
Forward-thinking firms are already building tech advisory into their offering. The ones who move now will be the ones clients call first when a technology decision needs to be made.
How AppVentory's agent helps you deliver tech stack advisory at scale
One agent maps each client's stack against peer benchmarks, prices every vendor decision, finds overlap, and flags unapproved tools — turning a manual review into a repeatable service line.
Opportunity mapping
Every gap in the stack, surfaced automatically. The agent maps each client's tools against category benchmarks and ranks gaps by impact and readiness — so you know which conversations to have first.
Benchmarking
Every vendor decision, backed by peer data. The agent compares per-seat costs against similar companies and prepares a negotiation brief where a client is above benchmark.
Cost-savings analysis
Every overlap, found and quantified. The agent identifies where two or more tools do the same job and surfaces the consolidation with usage data and a savings estimate.
Unapproved-app detection
Every unapproved tool, found and scored. The agent scans accounting data for unrecognised payments and flags anything unapproved with risk level, users, and monthly cost.
AppVentory gives us confidence and control over software spend. We can clearly see which apps are being used, what they cost, and where we’re wasting money.
Helen Rogers
Strategic Finance Operations Partner
$12.6M
Software savings identified across advisor practices
94%
Of clients have unused licenses discovered within 48hrs
8x
Faster advisory delivery vs manual stack reviews
0 hrs
Setup time to first client insight
Related solutions
Enterprise-grade security. Your data stays yours, always.
AppVentory is SOC 2 certified and gives you enterprise-grade access controls.
Enterprise-grade security. Your data stays yours, always.
AppVentory is SOC 2 certified and gives you enterprise-grade access controls.
Frequently asked questions
Be ready for every renewal - starting today.
Set it up once. Your Renewal Agent runs forever - tracking every contract, preparing every brief, alerting you when it matters.