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Monitor Family Office & RIA Allocations

Track where family office and investment advisor capital is flowing

 

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 ALLOCATIONS

Track Private Wealth Asset Flows

Our intuitive platform empowers you to monitor and track where family office and registered investment advisor allocations are being deployed over time.

  • Uncover allocation trends
  • Track recent investment activity
  • Understand future investment plans
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INVESTMENT INTELLIGENCE 

Uncover Family Offices & RIA's Allocating to Your Sector

Our investment trends offer clear insight into recent asset flows within the private wealth ecosystem. Uncover where investment dollars have been allocated historically and intent signals on where future investments may land.

  • Insights in historical investment trends
  • Breakdown investments by sector & size
  • Pinpoint investors seeking to allocate
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Explore Additional Data Features 

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Detailed Contact Information

Comprehensive details on key decision makers

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Track Investment Activity

Efficiently monitor asset allocations

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Contact Relatability Scores

Leverage AI to unlock hidden networking opportunities

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Alerts & Notifications

Monitor alerts & notifications delivered daily

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AUM Coverage

Expansive AUM details to help you map the right families

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Key Growth Signals

Monitor firms with high impact asset growth signals

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Territory Builder

Build advisor and rep territories & track new additions and changes

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Visual Map Search

Visually query down to the street level to better plan travel and meetings

Simplify your family office and registered investment advisor access

Book more meetings, increase efficiency, and expand your network

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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