Our data and services offer the edge you need to stay ahead in a competitive marketplace. With access to detailed data on firms and professionals, and analytical capabilities, you can prioritize sales calls, qualify candidates for employment, expand distribution, analyze and profile clients and prospects, realign or create territories, target conference attendees and more.

Segment the Market

Our database is updated weekly to provide you with the most accurate and up-to-date information on all broker-dealers (BDs) and investment advisory (RIA) firms, 2,400 trust companies and over 2 million professionals including over 1.6 million insurance agents and 630,000 BD - RIA professionals. Utilize the following key data fields to help your sales, recruiting and marketing efforts:

• Business and home addresses and phone numbers
• Insurance and securities licensing details
• Carrier appointments
• BD profiles including types and footprints (e.g. wirehouse, independent, regional)
• Radius tool to locate targets in certain towns/areas
• Extensive rep profiles including types, success likelihood and employment history
• Work and personal email addresses
• RIA investment strategies, advisory services, fee structures and much more
• RIA Assets Under Management (AUM) and BD Rep AUM, in certain cases
• Personal trust and retirement plan accounts

Uncover Opportunities

Our state-of-the-art online system, weekly updates, unmatched accuracy rate, and powerful tools such as Territory Builder, Trip Planner and business intelligence capabilities help you:

• Qualify candidates for employment
• Identify opportunities to expand distribution
• Realign or create territories for your team
• Target direct mail and email to only your market
• Analyze your current client base

Still unsure how we can help you? Contact us today to learn more.