SalesConnect

SalesConnect aggregates, cleanses and enriches purchases, redemptions, net sales, and assets data from multiple retail and retirement recordkeeping sources daily to provide you with accurate, complete, and up-to-date information on the distribution partners selling your products, including:

Mutual Funds: Aggregates advisor trades and asset positions from multiple record keeping platforms for 100+ asset managers.

ETFs: Aggregates advisor trades and positions from all major dealer packs (spreadsheets) daily, as well as third-party data and regulatory filings (13F), for a growing consortium of leading asset managers.

DCIO: Aggregates advisor trades and positions monthly from 20 top recordkeeper spreadsheets for a growing consortium.

Premium: Identifies all FINRA registered and non-FINRA registered members of advisor teams, leveraging our database of advisor team data and Investment Advisor Public Disclosure (IAPD) data.

Trade/asset records are matched to the producing firm, office, and rep using a common format across products and recordkeeping platforms. Firm, office, rep, and relationship profiles are updated daily.