Advisor team data bundles
SalesPage offers advisor team data bundled with BD, RIA, advisor profile, and advisor behavioral intent data and within the SalesPage platform.
Grow advisor team intelligence
We source advisor team data from Advisor Atlas. Advisor Atlas maintains a master database of 35,000+ financial advisor teams and over 155,000 reps (registered and non-registered) and growing. You can take advantage of Advisor Atlas as a standalone data offering or bundled with additional data sources from Discovery Data. Leveraging this data within the SalesPage platform ensures lower cost, quicker delivery, and data usability.
Target the right BDs, RIAs, and advisors
Discovery Data is a well-respected partner in the asset management industry with regard to firm and advisor data. By bundling their comprehensive broker dealer (BD), RIA, and advisor profile data within the Advisor Atlas team data structure, asset managers have a more in-depth and complete view of their client database. With an Advisor Atlas + Discovery Data bundle, you can truly focus on the top opportunities and what you do best – distributing and selling your products.
Know who wants to buy what and when
Buyer intent can be signaled by reading habits on your website and elsewhere.
- Unlock anonymous website traffic with Advisor IP Match
- Gain visibility into financial advisors’ appetite for your products with Lead Signals based on daily editorial reading habits on select financial websites like Nasdaq
With Advisor Atlas and AdvisorTarget working together, you can see website engagement and reading activity tied accurately to purchase and redemption activity. We make this data usable by providing it as a single source that you can input directly to your CRM, data lake, or BI solution.
Act on data intelligence, quickly
Benefits of leveraging a single or bundled dataset from SalesPage:
- Receive ongoing rule-based support for importing BD and RIA firm, advisor, and advisor team data and handling it appropriately
- Have data profiles automatically created according to your rules
- Augment firm, advisor, and team data with your territory and channel structures, as well as your sales data
- Optimize the availability of up-to-date data in searches and queries
- Enable utilization of data in sales and marketing campaigns
With SalesPage’s flexible platform we offer multiple data sets and delivery options to ensure you’re getting exactly the intelligence you need, where you need it, so that it’s immediately useable. Contact us to discuss options.