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 advisor 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.
Unlimited Prospecting Insights
No more searching for one advisor 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
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Comprehensive – See details for many advisors 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
If you sell to investment advisors 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.