Escalent
Escalent
Cogent Syndicated
Cogent Beat Advisor gives you the ability to evaluate your brand, track  engagement, benchmark against competitors and even predict future trends—whenever, wherever and however you want. This powerful research tool enhances and integrates with our annual Advisor Brandscape® report and helps keep your finger on the pulse of evolving advisor attitudes and behaviors to effectively retain and grow assets. It’s a prospective view of the marketplace from the perspectives that matter to you most.

Percentage of AUM in DC plans
• Percentage of compensation from DC plans
• Number and size of plans managed
Services provided to DC plan sponsors and participants
• Impact of fee disclosure regulations
• Number of plan providers typically recommended
• Number and type of investment options typically recommended
• QDIA option used most often
• Target date fund recommendation

The rhythm of the marketplace is complex. Find your own beat.

Continuous
Get the data you need as often as you need it through our state-of-the-art technology platform

Perspective
See and understand the landscape from both a broad and focused perspective, select the time frames and subgroups that are most relevant to you

Prospective
Track where you are and what’s ahead with the most powerful insights about your brand, your competitors and the marketplace

Features

Continuous Data Collection

  • Monthly data feeds via the intuitive, easy-to-use Cogent Beat™ portal

Thoughtful Analysis

  • Quarterly written market commentaries from Cogent Syndicated analysts
  • Annual Advisor Brandscape® report and customized on-site presentation
  • Access to team of wealth management analysts

Prospective View

  • Current and future AUM allocation by asset class
  • Percentage of assets managed actively vs. passively
  • Product usage and allocation
  • Breakdown of transaction-based vs. asset-based compensation
  • Client profile

Financial Advisor Profile

  • Anticipated shifts in asset class use
  • Future brand consideration

Flexible Online Reporting Tools

  • Robust filtering capability to create customized dashboard views (e.g., time frame, AUM, channel, clients vs. prospects, product use)
  • On-demand research tools for deeper analysis from the comprehensive dataset
  • On-demand, in-depth data analysis tool with ability to export data

Sample Size and Methodology

  • 350–400 advisors per month, representing all advisor channels and AUM
    • RIAs
    • National wirehouse brokers
    • Regional brokers
    • Independent planners
    • Bank representatives

Subscription Details

  • 12-month subscription
  • 10-seat license for unlimited online access to client portal
  • Monthly data feeds
  • Quarterly written marketplace summary and analysis
  • Annual Advisor Brandscape® report
  • Annual on-site Advisor Brandscape® presentation
  • 15 analyst hours
  • Portal training and help desk access

Investment: $120,000

Cogent Beat Advisor
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