Solutions by Distribution Channel

 
​We offer the following data solution subscriptions:

​INSURANCE PROFESSIONAL
(agents & non-producers)

INSURANCE AGENCIES

INVESTMENT ADVISOR REPRESENTATIVES

REGISTERED INVESTMENT ADVISORS
​
REGISTERED REPRESENTATIVES

​BROKER DEALERS       

A Little More About Our Solutions
​

Our Foundation

• Our data is pure - we don't guess
• Our database is continuously updated
• Our data is aggregated from multiple sources - "de-commoditizing" our data

​
​Our Solutions

• We offer dynamic and customized solutions
• We deliver information multiple ways and in multiple formats
• We offer options to add data that is most relevant to you
• All data points can be part of your search criteria

​
Your Results

• ​Qualified and actionable information about financial services professionals and firms

The Most Relevant Information​

Data Points

And More​

If it won’t help you, we don’t add it

If we know it not to be accurate, we don’t include it

Names, phone numbers, email addresses, firm description, AUM, type of accounts, business affiliations and designations, industry identifiers, and much more

Combine data from your firm as well as a multitude of non-public data​​​​

​Include simple analytics with your subscription