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Monitor & Analyze Advisor ETF & Equity  Portfolios

Tracking 13F investment advisor portfolios and uncovering key sales opportunities for your firm has never been easier.

 

Access 13F Holdings
Efficiently.

Identify

Sell into investment advisors

Uncover sales opportunities within the RIA ecosystem
Decision makers

Track changes in advisor holdings

Monitor movement & changes in securities held by each investment advisor
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Analyze securities held by sector & industry

Empower your team with a clear picture of all securities held
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Uncover trends in ETF's held by each advisor

Pinpoint which advisors are increasing or decreasing positions in ket assets
 

Intelligent Data
One for all.

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Sales

Uses BuyerAssist to close more deals and grow accounts faster
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Sales

Uses BuyerAssist to close more deals and grow accounts faster
forecast

Sales

Uses BuyerAssist to close more deals and grow accounts faster
forecast

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
FINTRX 13-F
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
Investment Advisor ETF Holdings
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
RIA ETF holding
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
13-F holdings

A better way to access investment advisor equity & ETF portfolios

RESILIENCY

Since preparation is a key ingredient to success, our team focuses on resiliency and planning when it comes to customer data.

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