CONTINUOUS

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

PERSPECTIVE

See and understand the landscape from both a broad and focused perspective, and 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

Methodology

350–400 advisors per month representing all advisor channels and AUM

• RIAs
• National wirehouse brokers
• Regional brokers
• Independent planners
• Bank representatives

Subscription Details

Updated monthly

Deliverables:

• 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