Advisor team, intent, and profile datasets

Benefit from a trifecta of advisor intelligence! SalesPage offers advisor team, intent (lead signals & Advisor IP Match), and profile (BD, RIA, & advisor) datasets.

Visual of the benefits asset managers get from advisor team data

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 datasets from SalesPage. Leveraging this data within the SalesPage platform ensures lower cost, quicker delivery, and data usability.

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Image of unknown website visitor and their identify revealed with IP Match

Know who wants to buy what and when

Buyer intent can be signaled by the reading habits of advisors visiting your website and other media outlets. 

  • Unlock anonymous website traffic with Advisor IP Match
  • Download fact sheet

  • 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.

Target the right BDs, RIAs, and advisors

Comprehensive broker dealer (BD), RIA, and advisor profile data from SalesPage, powered by Discovery Data, allows asset managers to have an in-depth and complete view of their client database. By bundling enhanced profile data with team and intent data,  you can truly focus on the top opportunities and what you do best – distributing and selling your products.

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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

Uncertain which datasets and delivery options are best for you?

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