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Cogent Beat

Cogent Beat Advisor

A new way to discover, interpret and influence your marketplace

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Value

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 

 

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

  • 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
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
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Cogent Beat Advisor