Cogent Beat Investor 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 Investor Brand Builder™ report and helps keep your finger on the pulse of evolving investor 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 through our state-of-the-art technology platform
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
Track where you are and what’s ahead with the most powerful insights about your brand, your competitors and the marketplace
Continuous Data Collection
Flexible Online Reporting Tools
700 affluent investors ($100K+ in investable assets including DC plan and IRA assets and excluding value of primary real estate)