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.
Asset managers are rethinking their approach to distribution by putting the client first and creating an experience that allows them to reach their goals by focusing on their client's needs and expectations. This post shares how you can shorten the time between receiving data and using it to change the trajectory of your client's experience from poor or average to great.
Whether you’re a fan of new year’s resolutions or not, the beginning of the year brings a certain energy and pursuit for personal and professional growth. Many of us are thinking about how we want to grow. From continuing education, gaining a certification, fulfilling a license requirement, finding balance and happiness with work/life integration, or enhancing skill sets and teams to tackle specific goals and challenges. To help you map out your personal and professional growth plan for 2022, we wanted to share some recommendations that we sourced from SalesPagers!
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.
Subscribe and we’ll send you advisor team insights every quarter.
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.