Improve the efficiency and effectiveness of marketing and sales by harnessing the power of Big Data.

With the Actus Data ADV Insights Solutions you can quickly search, organize, and display the most current investment adviser data available directly from the IARD (Investment Advisor Registration Depository). On-demand insights include AUM, contacts, service providers, and locations – the who, what, when, and where your team needs to take prospecting to the next level.
ADV Financial Advisor Prospecting List

Unlimited Prospecting Insights

No more searching for one adviser at a time, endless downloads, and manual data entry. With our Smart Enterprise Engine, we can even integrate data with your CRM and other systems.

I want to learn more about the Actus Data ADV Insights Solution

Contact Request - ADV
First Name*
Last Name*
Email*
Company Name
Business Phone

Phone: 720.588.8180

Demo?

  • Comprehensive – See details for many advisers all at one time and in one place

  • Searchable – Simple navigation gets you to the information you need, when you need it

  • Timely – Up-to-date connection to government filings ensures that data is current

  • Efficient – Spend more time on value-added activities and reduce administrative burden

  • Scalable – Quickly add analytics capabilities with the Actus Data Smart Enterprise Engine

  • Fast – Rapid deployment means that you are up and running in a matter of hours

Government Data On Demand

  • Contact info
  • Filing date
  • Auditor
  • Prime broker
  • Business name
  • Fund name
  • Fund type
  • Custodian
  • Firm AUM
  • Fund AUM
  • Administrator
  • Marketer

If you sell to investment advisers then take the first step toward increased growth – contact us today to set up a custom demo and let us show you how we can help you close more deals.