Wealth Data Members Lounge
New “Financial Adviser Client Segmentation Tool”
See Video Below
See Videos Below That Focus On Key Opportunities To Suite Different Business Needs
Enter Promo Code: 50%MONTH1 For 50% off the first month - Limited Time
Who should become a member?
Anyone who works in advice:
Fund managers who need to know their adviser market
Licensee owners and managers to stay in touch with your peers
Advisers who want to know which licensee they should consider joining
Service providers to advisers - Better manage your planning and sales team
Platform and fintech firms - Find experienced and qualified advisers
Analysts who need reliable, fast and accurate data
Marketers - Build your own tailored reports
Anyone who values current facts.
Data Driven Dashboards
Track with ease:
Weekly, financial and calendar YTD financial adviser movement by licensees and licensee owners
See new licensees as they commence
Tailor your data by peer groups
See which advisers resigned, got appointed and switched for the week
View by charts and tables licensees ‘Star’ scores, qualification ratios, ave advisers experience
See % of advisers by licensee that can offer investments, risk, margin lending and more
Provisional, new advisers and much more.
Generate Adviser /Licensee Listings
Adviser and Licensee Listings:
View licensee details by number of advisers, growth, ‘Star’ ratings, ratios of advisers with experience and key qualifications
Super-fast search options that allow you to search directly by licensee, peer groups and new licensees
Data includes a link the the AFSL Website and now key contact details for AFSLs - See More Here
Quickly search individual advisers
The database allows the user to quickly ‘click through’ to dig deeper into the details inc adviser history
The data is updated weekly
Enter promo code 50%MONTH1 for 50% discount on first month Selecting 'YEARLY' cost is only $950
New Database Platform - October 2023
We have launched a new database platform for our AFSL and Adviser databases. This will help users to better find the right AFSL and Advisers for their services. Below are the initial help videos. We will build up our videos over the next few weeks.
Financial Adviser Client Segmentation Tool
Updated Adviser Fast Facts Dashboards
We update everything weekly - Now you can stop buying expensive reports that are out of date by the time you receive them