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.
We are excited announce the addition of a new team member—John Pumphrey. John joins SalesPage as the Director of Sales Enablement Solutions to lead the expansion of Advisor Atlas and LumaSuite. John comes to SalesPage after a 25-year career at Eaton Vance. We look forward to leveraging John’s experience to enhance the value of our solutions, guide our product development roadmap, and best serve our clients. For more details, check out this post.
Michael Tarn joins SalesPage Technologies as Business Lead to Advisor Atlas. Leveraging his background in statistics and business, Michael will seek to generate additional value and insights out of Advisor Atlas team data and deliver those to clients. Check out this video to meet Michael and learn more about SalesPage's growth and additional value that will be delivered to our client community.
The SalesPage team presented a webinar, From source to
CRM: Ingesting and leveraging team data for intelligent distribution, to The
SME Forum members and guests last month. As I was listening to the recording, it was clear that asset managers are struggling with business challenges that arise from the lack of team intelligence. Our team articulated in the webinar how we at SalesPage are helping our clients solve those challenges. However, there was one question that I felt warranted a more thorough response. How does Advisor Atlas differentiate itself?
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.
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.
Our 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. This partnership expands the accessibility and utility of Advisor Atlas team data to the asset management community.