Our Primary Success Factors:

• Our Technology & Data Aggregation Architects are with us since inception and are Principals of the Firm
• We have a Team with relevant industry experience to Assist in Targeting Your Market
• We take time to understand your Goals and Objectives and react accordingly
• We proactively include Data and Functionality to better target prospects
• We Provide Quality, Timely, and Relevant Data
• We Offer Great Value at Very Competitive Fees
• Access to our Data is Easy and Intuitive
• We Provide Diligent Customer Service
• We are Independently Owned

Our Difference

• We combine relevant business experience and technology:
  • We have in-depth data aggregation and presentment experience from our Team's 150 years of selling to and servicing tens of thousands of clients
  • Key team members have held a variety of roles (sales, wholesaling, management, operations) and licenses (FINRA, SEC, Insurance) at BDs, RIAs, Asset Managers, Banks, Insurance companies and third party service providers
  • Our Team consists of individuals that have aggregated and presented like information throughout their careers
• Our Team consists of the original architects of our data aggregation processes and database design / support, all of whom are principals of AccuPoint
• We do not have data "specialists" - a core group of team members know the source of every single data point, regardless of the distribution channel (Insurance, BD, RR, RIA or IA), adding significantly to the quality of our data
• We focus on the quality of our data each and every day, which translates into quality information for our clients
• We're not just a "list" provider, we are a partner - we will work with you as much as necessary to understand your goals and objectives and provide you with the best Advisors and Firms, whether it's 1 or 100,000
• We are transparent
• We know the right combination of people and technology that gets you the best results
• We are independently owned, enabling us to focus all of our resources on what's best for our clients
• We maintain a flat organization, enabling us to be both proactive and reactive to your needs in the most timely manner
• ​Our Team has deep and extensive knowledge of our products and services, enhancing our customer service
• We provide unlimited access to information from any of our databases
• ​Data is aggregated from multiple sources and deposited into our Master Data Repository, providing additional quality control as well as presenting a more in-depth profile of the firm and advisor / agent
• You can access our data through a variety of means - our proprietary web portal, API's, file delivery, integrated into your CRM - or simply let our Service Team to do all the work and provide you with the results 
• We love being asked to aggregate data or build solutions that we don't currently offer - if it makes sense, we'll do it
• While we have scale, our focus is not on the number of data fields we have, but on the relevance and quality of those data fields
• We do not outsource any aggregation processes