Explore InvestorView
Precision target your clients based on 13 distinct investor personas, categorized by life stage, investable assets and geography.
View TranscriptEvery wealth advisor knows: To grow AUM, you need to focus on the right investors.
InvestorView puts that power at your fingertips.
For the first time, you can target every client and prospect based on their life stage, financial capacity and investment tendencies.
InvestorView categorizes clients and prospects into one of 13 investor personas – providing insights into real-world behaviors and product preferences. We then combine these profiles with the Broadridge wealth score, which estimates total liquid investable assets – including those held away – so you’ll know which relationships to develop, maintain and protect.
An intuitive dashboard shows you the way.
Start with any customer or prospect list. Configure investment thresholds based on any marketing or outreach goal. Now you’re ready to explore.
- Get an instant snapshot of investor profiles.
- Visualize exactly who your clients are – and what they need.
- Then pinpoint actionable opportunities across any segment or geography.
Best of all, you can download lists that itemize every client and prospect based on your opportunity…and their capacity to invest.
InvestorView makes it easy for advisors and marketing teams to identify gaps…target the right investors…and craft the perfect message to grow AUM.
See what actionable data can do for you.
Optimize your marketing spend
Gain strategic insights required to engage investors profitably based on their financial capacity and needs.
Deliver the right message to the right investor
Unparalleled data and robust gap analyses uncover investor potential and best next messaging.
Unrivaled investor data and analytics
Our data works with yours
Running your data through our segmentation models for insights on your investors is easy.
Segmentation data that’s always fresh
13 investor personas estimate total liquid investable assets and product preferences.
Analytics that mean business
Market segmentation and opportunity gap analyses let you identify and target top investors with an effective client treatment plan.
Benefit from a single, intuitive platform
InvestorView aggregates data across sources and makes it easy to uncover powerful activity drivers.
Unparalleled data analytics
- Identify investors with the most investment potential.
- Code client and prospect records and run analyses on demand.
- An intuitive interface that facilitates analyses of investor financial capacity.
- Direct-measured investor data from over 800 contributing industry sources
Strategic investor intelligence
- Match your existing customer and prospect lists against our models.
- Intuitive visualizations of individual and market profiles make it simple.
- Target the right investor with the right product.
Industry-leading market segmentation
- 13 distinct investor personas, categorized by life stage, investable assets and geography.
- Snapshot view of your book of business, uncovering new opportunities.
- Identify household wallet share and assets held away.
