Identify the individual advisors who visit your website by their unique CRD number, with no need for cookies, logins, or sign-ups. Know the pages they view, the products they research, and the time, date, and frequency of their visits.

Advisor IP Match makes it easy to personalize engagements based on the web content viewed. Now you can prioritize your sales and marketing outreach according to an advisor’s level of interest.

We monitor advisor activity across our vast network of industry publications vis-à-vis a list of context-rich keywords and asset classes customized to your business. You’ll receive new leads every month including the advisor’s name, firm, CRD number, and email address.

Advisor Intent Signals are scored on a scale of one to five based on the frequency, time spent, and level of engagement with a specific topic or series of articles — so you can determine the appropriate next step based on level of interest.

Receive high quality leads based on the tickers that advisors search. Your leads file includes all advisors who look up tickers selected by you, including name, email address and firm.

Ticker Intent provides the intelligence you need when you have an advantage in price or performance — or cross sell clients who may be at risk.

Provide us with a list of known CRD numbers and we’ll report back on the keywords and products they search most often.

Identity Segments details the asset classes and topics that your existing advisor clients research most, so you can segment and personalize your outreach to capture and retain more of their business.