powered by Discovery Data
Your complete visualization suite to capture market trends. Drive deeper insights and smarter action using our research, analytics, and insights platform.
Actionable Analytics
Visualize new opportunities with our interactive dashboards providing in-depth analytics.
- Firm, Rep/Advisor, and Insurance Agent Dashboards
- Historical (2008 – Present) and Predictive Data
- Market Segmentation, Industry Trends, and Benchmarking
Custom Research and Consulting
Engage our research team to focus our industry-leading data directly on your business needs.
- Custom dashboards and research reports
- Business and competitive intelligence presentations
- Industry surveys and thought leadership
Deep Industry Insights
The latest iteration of the Rep Movement Report provides a review of changes in the advisor labor force in the post-pandemic era. Recent trends across the industry include:
- Cross and Intra-Channel Rep Movement
- Rise of RIA and Independents
- Advisor Demographics Across Channels
Recruit and retain the best talent.
MarketPro BI’s ability to track rep movement from one firm to another allows you to understand where your reps moved to and where they came from, so you can fully understand the impact of your recruiting efforts and adjust your recruiting strategy as needed. See key insights on:
✔ Reps moving multiple times
✔ Channels with net gains and losses
✔ Firms experiencing a positive net inflow
Identify trends and growth opportunity.
MarketPro BI has over 100 billion historical data points on assets, investor types, advisors, agents, diversity, and more to help your team gain insights on market trends and identify opportunities.
