Powered by unified data and AI-driven intelligence, ClickONE Command Center helps reduce the “swivel-chair” of navigating multiple systems so Advisors can surface insights instantly and run their businesses more efficiently

RFG Advisory (“RFG”), an innovator in the wealth management industry dedicated to helping independent financial Advisors build their business without compromise, today introduced ClickONE Command Center, a new operating system designed to eliminate the fragmented systems and operational friction that have long slowed independent financial Advisors across the industry. Built on a unified data layer with AI-driven intelligence, the platform connects every layer of the advisory business into a single command center where Advisors can surface insights instantly and run their firms more efficiently.

The announcement was made at the firm’s 2026 Growth Retreat in Clearwater, Florida, where more than 150 Advisors and industry leaders gathered to explore the future of independence.

The ClickONE Command Center represents a shift away from the fragmented technology environment that has long impacted the advisory industry. Rather than juggling logins, systems and manual workflows, Advisors can now access the intelligence of their entire business in one place and simply ask for the insights they need.

“No more login fatigue. No more lost time searching for information,” said Shannon Spotswood, CEO of RFG Advisory. “Our ClickONE Command Center moves Advisors from the agony of the swivel chair to the joy of a true command center. Everything that powers the Advisor’s business lives in one place so they can spend less time navigating systems and more time serving clients, creating more freedom in their schedule and building enterprise value.”

At many firms, critical information is scattered across multiple platforms, from CRM systems and planning tools to investment data and client records. Advisors often spend hours navigating systems, reconciling data and piecing together insight before they can even begin their day. RFG’s ClickONE Command Center changes that experience. Advisors can now start their day with a simple question: “Where should we begin?”

From there, the platform surfaces the intelligence needed to operate the business more effectively, including client insights, portfolio data, planning information, operational workflows and growth opportunities. Advisors can interact with the Command Center using simple natural-language prompts to surface insight across their entire business.

An Advisor might ask: “Which clients are approaching retirement within the next 10 years but do not yet have an income strategy?” Within seconds, the platform surfaces the relevant clients and insights, allowing Advisors to move from information to action without navigating multiple systems. Advisors can quickly view household demographics, operating assets, estimated capital gains from trades or opportunities for deeper client engagement, and more, all from one interface.

“Advisors have historically suffered from death by a thousand paper cuts,” said Dr. Jordan Hutchison, Vice President of Technology and Operations at RFG Advisory. “Disconnected systems and fragmented data quietly drain time and energy. ClickONE Command Center replaces that friction with a single environment that delivers intelligence, automation and insight exactly when Advisors need it.”

The result is a more efficient operating experience that is designed to give Advisors back time while elevating the level of service they deliver.

The platform is designed to support different growth paths for Advisors. Some may use the ClickONE Command Center to deliver a deeply personalized, family-office level experience to a concentrated group of clients. Others may use it to scale their assets under management more efficiently and serve a larger number of households. In both cases, the underlying intelligence layer helps reduce operational friction and gives Advisors greater leverage.

“This is augmentation, not just automation,” Spotswood added. “It gives Advisors the intelligence and leverage to deliver a better client experience while running a more scalable and efficient business.”

The launch of their ClickONE Command Center builds on RFG’s long-standing commitment to being the RIA of the future. As artificial intelligence continues to reshape wealth management, RFG believes the firms that win will be those that integrate intelligence into how Advisors operate every day. For Advisors, the impact is simple: more time, better insights and the ability to grow their business without operational drag.

Advisors interested in learning more about partnering with RFG can visit rfgadvisory.com.

About RFG Advisory

RFG Advisory is an award-winning platform dedicated to helping independent Advisors build their business without compromise.

An innovator in the wealth management industry, RFG equips Advisors with the infrastructure, support, and community to thrive while building enterprise value. Every element of the platform is designed to create time and space for what matters most to advisors: serving clients and growing their business.

From transition support that averages 39 business days or less to integrated marketing, talent and client service resources, streamlined back-office operations, institutional-grade investment management, and modern technology infrastructure, RFG delivers the partnership advisors need to grow efficiently and intentionally.

At the heart of RFG is a community of entrepreneurs who share a commitment to excellence, collaboration, and innovation. With access to flexible capital solutions and ownership opportunities, advisors have the freedom to align their business strategy with their long-term vision and build something bigger than themselves.

To learn more, visit: rfgadvisory.com. For more information on RFG Advisory's awards, please visit rfgadvisory.com/awards.

Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

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