powered by BrightScope
With the ability to choose from BrightScope’s comprehensive proprietary datasets such as Retirement Plan Intelligence, Advisor Intelligence, and Institutional Intelligence, you see the full picture and can make faster, proactive, data-driven decisions.
Fuel growth with the right data
Retirement Plan Intelligence
Access trended plan-level investment and service provider intel spanning 10+ years across 57K of the largest DC plans covering over $6T in assets.
Discover thousands of full investment detail plans sourced from DOL, IRS, FOIA & Audited Financial Statements updated annually (10 months after end of plan year).
Advisor Intelligence
Quickly research and target the right advisors with 695K+ active CRDs (1.4M including inactive), 327K FINRA, 68K SEC, and 299K dually-registered in the United States.
Explore detailed data on 41K firms and 12K teams; updated daily and sourced from automated sync with FINRA and SEC.
Institutional Intelligence
See the complete picture of 1.5M registered defined benefit plans and $12.7T in assets. View Form 5500 and foundation and endowment Form 990.
Access the most recent features and details with annual updates (10 months after end of plan year).
Lead the way in retaining, servicing, and prospecting plans and advisors
Easily benchmark plans, review plan details and investment menus, analyze territory structures, and uncover hidden market opportunities, so you know exactly where to target your best efforts, products, and strategies that win and retain business.
Improve Market Segmentation
Identify the best prospects and opportunities by geography, territory, investment product, or management style.
Target the Right Advisor with the Right Message
Quickly research and target the right advisors with the right messages with detailed data on every financial advisor, consultant, RIA and broker-dealer in the United States.
Refine Retention Strategies
Build and strengthen relationships with up-to-date information for any advisor, firm, team or branch across any channel.
NEXUS RIA
NEXUS RIA extends BrightScope’s NEXUS network to cover the RIA and bank trust channels.
Built from a proprietary combination of member data, public data, and BrightScope’s RIA segmentation, NEXUS RIA delivers the most complete view of an RIA’s or bank trust’s assets and flows.
Tackle the most demanding initiatives
Industry Datasets
BI &
Analytics
Trend
Analysis
CRM/Data Integration
