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Advisor Intelligence Profiles

Powerful Insight to Inform Your Sales and Marketing

The easy-to-use Advisor Intelligence application combines Broadridge fund-transactional data with Cogent advisor-segmentation data to generate powerful profiles of more than 250,000 advisor profiles.

Put New-Found Insight to Work

Map advisor locations. View segments and profiles in list format. Export the data into your own marketing or CRM tools to integrate insight in every process. Advisor Intelligence makes it easy.

All the Insight You Need in One Place

  • Individual advisor profiles
  • Marketing communication preferences
  • Product preferences
  • Cogent Advisor SegmentTM profile
  • Company information
  • Contact information

Unique Advisor Profiles only from Broadridge

With Advisor Intelligence, you can tap into our vast collection of data on more than 250,000 advisor profiles.

  • Profile advisors across more than 30 data points
  • Gain insight into advisors’ experience and credentials
  • Learn about advisor firms and portfolios
  • Pinpoint advisor locations