Throughout 2025, we focused on meaningful enhancements that strengthen distribution intelligence and contact data. These advancements reflect our commitment to innovation—delivering deeper insights, smarter strategies, and greater opportunities to help clients achieve their goals,
Why MarketPro powered by Discovery Data Stands Out
MarketPro powered by Discovery Data leverages decades of expertise in sourcing specialized datasets and delivering actionable insights grounded in comprehensive distribution, product, and market research. With MarketPro, clients can:
- Access robust data and intelligence to segment, target, and connect with the right firms and individuals across regions, territories, and industry segments.
- Gain a complete view of the financial services distribution landscape, including individuals, firms, and market segments.
- Identify new market and distribution opportunities to drive growth.
- Segment target markets with ease for more precise outreach.
- Design effective channel and engagement strategies that resonate.
These capabilities empower clients to make smarter decisions, uncover growth opportunities, and stay ahead of evolving market trends.
Key Enhancements in 2025:
Added 5 Exchange Traded Securities filters and 11 download fields
- Identify firms, representatives, and fund managers associated with specific index funds, and filter funds by category or investment style (Active vs. Passive).
- Analyze market opportunities by examining ticker‑level quarterly variance and asset distribution trends.
- Track investment strategies over time and follow successful managers using insights from five key Filing Date data fields.
Enhanced the Private Fund filter set
- Identify the volatility or stability of a private fund using our Gross Asset Variance filter. Assess the performance of a fund by analyzing its annual variance.
One of the few platforms offering a Firm Brochure Keyword Search
- Target firms quickly using custom or pre‑selected keywords—without reading their Form ADV. The keyword filter accepts single terms or lists and returns exact matches only.
Looking Ahead to 2026
As we move into the new year, we remain focused on innovation, accuracy, and client success. Please contact our sales team to learn more.
