Change the way you interact with RIAs with daily updates, enhanced categorization, and segmentation details. Easily target specific opportunities, identify influential contacts, and define appropriate service models and become a leader in this expanding marketplace.

All sales data in one platform
Gain a clear, comprehensive view of all custodial sales data. Uncover client identities, better understand how they utilize your product, and identify the next opportunity to grow your business.

What is your client IQ?
Your clients expect you to know them, but do you? Become an RIA expert with daily, weekly, or monthly updates into RIA sales performance and transactions. Quickly identify who is purchasing your funds, how to connect with them, and what funds to promote to escalate sales. Equip your team with unprecedented insights into omnibus accounts and help them become the marketplace authority.