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Access 13F Holdings
Efficiently.
Sell into investment advisors
Uncover sales opportunities within the RIA ecosystem
Track changes in advisor holdings
Monitor movement & changes in securities held by each investment advisor
Analyze securities held by sector & industry
Empower your team with a clear picture of all securities held
Uncover trends in ETF's held by each advisor
Pinpoint which advisors are increasing or decreasing positions in key assets
Sales
Uses BuyerAssist to close more deals and grow accounts faster
Sales
Uses BuyerAssist to close more deals and grow accounts faster
Sales
Uses BuyerAssist to close more deals and grow accounts faster
Sales
Uses BuyerAssist to close more deals and grow accounts faster
MONITOR STOCK & ETF HOLDINGS
Monitor What Advisors Are Selling
Track changes in ETF and equity holdings over time for each investment advisor. Set alerts and notifications to stay current on trends, asset movement and new prospects to target.
- Filter by millions of security & ETF holdings in seconds
- Build custom cohorts of advisors by their holdings
- Uncover new advisors with exposure to your products
SECTOR & INDUSTRY EXPOSURE
Access Sector & Industry Holdings
Our intuitive and easy to use UI allows for seamless access into exactly which sectors and industries are held by leading RIA's.
- Spot ETF and equity trends by sector
- Breakdown which advisors have heavy industry exposure
- Analyze specific holdings, shares held and percentages
25+ CUSTOM EQUITY & ETF FILTERS
Powerful User Friendly Filtering
Drill down into current advisor holdings using our expansive search filters. Easily build custom reports showing changes in holdings, covering both individual securities and ETF baskets by leading providers.
- Toggle between equities, ETF's, ETN's, & warrants
- Filter into RIA's by shares held by security
- Filter by ETF's held as a percentage of portfolio or value
INSIGHT INTO PORTFOLIO CHANGES
Track Positions Held Over Time
View comprehensive investment advisor profiles, each containing a 360 degree picture of their equity & ETF holdings. Pinpoint recent changes in positions held, newly added positions, & much more...
- Spot RIA's holding new positions
- Set alerts on major position changes
- Access visual analysis on each position held
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RESILIENCY
Since preparation is a key ingredient to success, our team focuses on resiliency and planning when it comes to customer data.
Get Our Daily Coronavirus Tracker Insights Sent to Your Inbox
Get Our Daily Coronavirus Tracker Insights Sent to Your Inbox
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