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 Solutions
Your Results
- 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 |