Advanced Data Management, Analytics and Reporting

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Sales Tools


Growing your business is made easier with mobile, data-drive prospecting and sales tools.

Opportunity Hunter - RIA and IBD

Gain instant intelligence on your best prospects: where to find them, who they serve, what they sell, and where your funds outperform.

Opportunity Hunter - Retirement

Lack of solid intelligence can lead you to spend too much time on the wrong prospects, while ignoring quality opportunities. The web-based Retirement Intelligence application gives a more accurate, timely, and cost-effective way to identify advisors specializing in retirement.