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Opportunity Hunter - RIA and IBD

Precisely target the advisors and broker dealers most likely to sell your products.

Opportunity Hunter provides the insights you need to zero in on your best prospects quickly and easily. This unique predictive analytics tool arms your sales team with data that indicates how you are the better option for their prospective clients investment needs – via a mobile application that’s simple to read and easy to use.

Accessible anytime and anywhere, Opportunity Hunter combines exclusive Broadridge market data with almost 200 data points from Morningstar to calculate the sales opportunity for over 14,000 RIAs and over 3,000 independent and regional broker dealers. Drill down to asset totals, asset types and individual funds – and see exactly where your funds outperform current investments.

Opportunity Hunter calculates the sales potential with each RIA firm, and broker dealer office location, based on the total assets and types of assets held by that prospect.

View in-depth profiles of over 14,000 RIAs and more than 150,000 office locations for independent and regional broker dealers.

See how your funds compare to the funds currently sold by each prospect. Color-coded charts highlight the most relevant data including performance indicators, expense ratios, existing portfolio holdings and opportunity size.