Wealth Data Members Lounge

 

Our Services

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See Videos Below That Focus On Key Opportunities To Suite Different Business Needs

Book Your Video Call For A Full Overview Of Services and Pricing - Click Here

Now Only $39.00 For The First Month

Hello, World!

Who should become a member?

Anyone who works in advice:

  • Fund managers to access decision makers

  • Licensee owners /managers to stay on top of the adviser market

  • 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 AFSLs

  • Analysts who need reliable, fast and accurate data

  • Marketers - Build your own tailored reports

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 by qualification ratios, membership rates, ave advisers experience

  • See % of advisers by licensee that can offer investments, risk, margin lending and more

  • Provisional, new entrants and much more.

Fast Facts Dashboards Menu - Click Image To Expand

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 AFSL Website and now key contact details for AFSLs via Blue Book - 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

Licensee Deep Dive Menu - Click Image To Expand

Wealth Data Members Lounge
$95.00
Every month
$950.00
Every year

First Month Now Only $39.00 Selecting 'YEARLY' cost is only $950

Database Platform
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.

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

What is the cost of joining the Members Lounge?
$39 for the first month, then $95 per month after that OR pay $950 for the whole year upfront
What are the benefits of joining the Members Lounge?
Access to dashboards and databases to stay up-to-date on the financial adviser market. Website links at the AFSL level and Weekly blog posts on important changes and new AFSLs.
How do I access the Members Lounge?
Access is via the Log In Page - See Dashboard Menu
What kind of content is available in the Members Lounge?
Up-to-date info on financial adviser movement every week. Interactive dashboards and searchable databases (search by AFSL or financial adviser)
Is there a free trial available for the Members Lounge?
No, but the first month is now only $39.00
How do I cancel my membership?
Cancel anytime through your account, but you'll still have to pay for the full month/year. You can always rejoin later.
What is the cost of joining the Wealth Data AFSL Blue Book?
This may vary depending upon your needs. It is only a yearly fee and spreadsheets can be provided
Why join the Wealth Data AFSL Blue Book?
We provide most contact details at the AFSL level and it is ideal for firms who need to keep in touch with the ever-growing market of self-licensed firms. You also get all the benefits of the Members Lounge.