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Discovery Data Introduces Interactive Market Insight Dashboards

EATONTOWN, NJ — June 29, 2013 — Today Discovery Data introduced Discovery Data Market Insight Dashboards™, providing subscribers for the first time with direct access to the firm's unmatched historical data repository on the financial services industry.

“We have always provided our clients with expansive data that is, for the most part, a snapshot of the current industry view. Now through Market Insight Dashboards, key industry trends and statistics visually display in charts including over five years of running history, revealing market opportunities and informing business decisions,” stated Bob Herrmann, CEO of Discovery Data.

All clients have access within the Discovery Data online system to static views of the new dashboards. For an additional subscription fee, clients will be given full access to the powerful, interactive functionality of the dashboards, allowing users to filter to target audiences, change timeframes, view counts, compare the performance of market segments, export charts and the underlying data, and a number of other functions.

Market Insight Dashboards are available through the Discovery Data online system and allow for a customized view on all broker-dealer (BD) and registered investment advisory (RIA) firms and over 630,000 reps. Through the use of these dashboards, Discovery Data clients can analyze industry firms and reps by year and geography, reps by industry, firm type, rep movement and licenses, RIA assets by channel and ownership, and much more.

“This offering will guide senior management, strategists, data analysts and the like on long-term strategy as well as annual business planning. Our goal is always to help make the jobs of our clients easier, and Market Insight Dashboards are another way we can do so,” added Mr. Herrmann.

Discovery Data offers the only single view of the financial services industry with access to all BD and RIA firms, over 630,000 BD and RIA reps, 2,400 trust companies and 1.6 million insurance agents, and includes comprehensive firm and professional profiles encompassing hundreds of fields of data, sophisticated search capabilities, and now unparalleled market insight.

For more information on Discovery Data, contact 732-933-1899 or

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