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.
Get the data you need as often as you need it through our state-of-the-art technology platform
See and understand the landscape from both a broad and focused perspective, select the time frames and subgroups that are most relevant to you
Track where you are and what’s ahead with the most powerful insights about your brand, your competitors and the marketplace
Continuous Data Collection
Financial Advisor Profile
Flexible Online Reporting Tools