Automated Notifications
Receive emails after updates or inserts, including error messages.
Filtered, Scheduled Rep. Inserts
New representatives who meet customer-defined criteria can be effortlessly added to the CRM.
Dynamic Rep. Movement Updates
Advanced movement logic ensures representatives remain accurately linked to their current firm—driven entirely by customer-defined criteria.
Support for Complex Hierarchies
Access a unique industry snapshot through individual branches within financial services firms for more precise targeting and segmentation.
Single Record by Unique Identifier
Update existing company and contact records using identifiers like CRDs or Physical Branch IDs.
MarketPro November Monthly Data Update
This year, we’ve added or updated hundreds of thousands of essential profile points in MarketPro powered by Discovery Data.
Introducing our Fund Rationalization Model: The Industry’s First Predictive Fund Evaluation Tool
Trained on historical removal outcomes, MarketPro Retirements new Fund Rationalization Model analyzes 9 factors for passive funds and 12 for active funds—considering
both fund- and plan-specific dynamics.
MarketPro October Monthly Data Update
This year, we’ve added or updated hundreds of thousands of essential profile points in MarketPro powered by Discovery Data.
The Who’s Who of U.S. ETF Adoption
New data within ISS MI’s MarketPulse reveals the leading owners of ETFs, allowing asset managers to target the most promising opportunities.
The Landscape Report September 2025
The financial services industry is constantly evolving. Firms open, merge, or close. Individuals move roles, change permissions, or leave the industry altogether.