Sales Data and Asset Flow Analytics
Identify gaps, trends, volatility and outliers in your own sales and asset flow data.
Interactive Reporting & Dashboarding
Develop and publish on-the-fly interactive dashboards tailored to market and plan strategies.
Directory of Contacts
Contact information and emails of senior officers at sponsors, consultants, managers and vendors.
Shows implicit preferences and gatekeeper relationships between vendors.
Public, Foundation and Endowment Plans
Access, manipulate and visualize data on over 4,000 U.S. public plans and 15,000 endowments and foundations.
Data Analytics & Visualization
Personalized data mining - manipulate over 110 variables with simple drag & drop functionality.
RightPond Enterprise Appliance
Addressing your enterprise data security and integration needs.
CRM Bi-Directional Integration
Integrate the Data and Analytics Modules into your CRM, and pull specific data
When company was found
DB & DC Plans
Data is refreshed
Associate plans with over 340,000 registered advisors through CRDs.
Commingle with additional sets of data to generate full picture
of advisor profiles.
Satisfy the “know your client” rules.
Pull advisor data into their CRM.