Broker-Dealer Firm & Rep Data
Leverage immediate and actionable reporting across every level of your distribution network with built-in technology that automatically matches trading aliases to transactions and assets.
Access the most comprehensive BD data.
BD Rep Data
- Contact information including phone numbers, email addresses, NCOA certified mailing addresses, and social media links
- Title categories such as advisor, compliance, executive, marketing, and assistant
- Advisor team information
- Success and experience including number of years a rep, registered states, titles/roles, self-reported AUM, and advisor success level
BD Firm Data
- Firm types by channel including wirehouse, independent, traditional, and insurance broker-dealer
- Retail vs institutional
- Size of firm including number of reps and offices
- Dually-registered firms
- Clearing firms
Empower your wholesalers and recruiters.
Access the most accurate data on all broker-dealer reps and firms in your market, enriched beyond FINRA and SEC.
- Recruit financial advisors and distribute products or services
- Reach entire advisor teams and identify financial advisors in your territory with location data and more
- Find financial advisors to recruit by any registered role, employment history, regulatory disclosures, industry tenure, tenure at current firm, advisor success level, self-reported AUM, commute distance, and intent on moving to a new firm
- Track rep movement, breakaways, and M&A activity
- Improve your lead generation and go-to-market efforts with accurate rep data
- Get a full view of dually-registered reps and firms across channels
- Access conference analytics, selling agreements, and suppression lists
- And much more including Diversity & Inclusion, advisor behavioral Intent Signals, and Interests & Lifestyle data
Unrivaled Enablement
Access BD data how you want it, when you want it.
ISS MI FRAME
Know the BDs in your market. Inside and out.
Fuel
We collect, align, and connect millions of data points
We collect, align, and connect millions of data points
Refine
The data is refined through stringent verification and cleansing processes
The data is refined through stringent verification and cleansing processes
Analyze
Our proprietary logic and data team analyze the data for any gaps
Our proprietary logic and data team analyze the data for any gaps
Magnify
Augmented with additional predictive data, actionable datasets are created
Augmented with additional predictive data, actionable datasets are created
Execute
Data is delivered through live methods and cloud-based solutions
Data is delivered through live methods and cloud-based solutions
Our proprietary FRAME process provides the most accurate data on the financial services industry for your distribution, marketing, analytics, and data management.