Advisor Atlas maintains a master database of more than 800,000 U.S. financial services professionals. Our clients benefit from our patent-pending process of collecting and maintaining a dynamic database of complex advisor relationships, indexed by DBTR®. Team data is available for both subscription and ad hoc data deliveries, integrated to your specification, to be readily consumed by your systems.
AdvisorTarget continuously captures, profiles, and signals financial advisors’ active buying behaviors based on their daily editorial reading habits on select financial websites like Nasdaq. By bundling their intent data within our Advisor Atlas team data structure you can see searching activity tied accurately to purchase and redemption activity. Provided as a single source that you can input directly to your CRM or data lake, no internal resources are required to bring these multiple, complex sources together. We are excited to partner with AdvisorTarget and to share this news with you! For more details, check out this post.
Discovery Data is a well-respected partner in the asset management industry with regard to firm and advisor data. By bundling their comprehensive broker dealer (BD), RIA, and advisor profile data within the Advisor Atlas team data structure, asset managers have a more in-depth and complete view of their client database. Leveraging this data within the SalesPage platform ensures lower cost, quicker delivery, and data usability for your sales, marketing, analytics, and business intelligence teams. We are excited to partner with Discovery Data and to share this news with you! For more details, check out this post.
Michigan is starting to reopen, and workplaces are beginning to transition back to some version of “normal” business. For many distribution professionals in asset management, this means getting back on the road for the first time in over a year. We took a deep dive to examine the impacts of COVID-19 on business travel and explore how distribution organizations are using advisor team data to maximize the ROI of business trips.
From an email address to their role on the team, both registered and non-registered reps are on the move and we’re tracking their every step.
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There’s been an explosion in team relationships in recent years. Fifty-percent or more of wirehouse and large regional advisors are now members of a functional group. Advisor Atlas collects, compiles, and quality checks advisor data including wirehouse and regional firms. We use a proprietary dynamic recordkeeping architecture of dealer, branch, team, and representative, (DBTR®). This architecture accommodates continuous updates to group personnel status, contact information, and complex relationships, like advisors who serve multiple teams at multiple locations.
Having access to accurate advisor team data facilitates marketing efficiencies, greater ROI on campaigns, and streamlined territory management initiatives.
SalesPage offers Advisor Atlas advisor team data bundled with BD, RIA, and advisor profile data from Discovery Data and advisor behavioral intent data from AdvisorTarget.
On a daily basis, we collect advisor and group data from the most reliable public and private sources, conduct multiple quality checks for content and format, and then update our master database.
Advisor Atlas was incorporated in 2012 to serve asset managers and other financial services firms. By enriching the viability and efficacy of applied industry data, ensuring that data is consumable by existing systems, and maintaining data quality and timeliness, Advisor Atlas assists clients to make profitable business decisions.
Advisor Atlas founder, Madelyn Martin, was a respected data architect. Madelyn developed a patent-pending process focused on a core set of advisor and team data points, which continuously compiles and verifies that data to ensure high-quality information. Karen Winters was instrumental in automating this process to provide greater efficiency and quality.
Advisor Atlas was acquired by SalesPage Technologies, LLC in 2019. While this partnership expands the accessibility and utility of Advisor Atlas team data to the asset management community, it remains an independent data source. SalesPage’s data privacy pledge ensures all data, from Advisor Atlas to clients’ first-party data and licensed third-party data, is handled independently and confidentially. For more detail, read our pledge.