OUR PRODUCTS & SERVICES
Database SubscriptionsAccessible via AccuPoint’s Proprietary
Web Portal (Search Tool / User Interface)
Data HygieneAccuPoint matches to Client provided Firm and / or Advisors’ or Agents’ data (those typically in their CRM), providing Client with the latest AccuPoint information on those matches, including indicators if data has been modified, for more efficient analysis
Firm and Advisor Movement ReportingAccuPoint provides reporting on Firms and Advisors entering or leaving the industry, change in registration (RR now an IA / BD and RIA) and change in status (Active vs. Inactive). Updated information (contact, firm name, etc.) is included in the Report
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Custom File DeliveryIncluding integration into CRM’s
Files delivered based on Client’s specifications, including for integration with Client’s CRM Digital AdvertisingDisplay, Email, IP Targeting, Native, Geo Fence
Outbound Calling & Script Writing Services
AccuPoint has partnered with PT Services to make calls to targeted individuals and firms. Together we complete all tasks including list generation and script writing, when requested. Partnering with PT Services enables us to focus on our data quality, yet offer seamless services.
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Customized Reporting and
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