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Picking the Right Forty Calls: Sales Intelligence for Advisor DistributionA wholesaler at an ETF issuer starts the week with a problem that has nothing to do with the product. According to figures AdvizorPro cites, there were nearly s...

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About AdvizorPro

AdvizorPro is a sales intelligence platform for the financial services industry. It provides data on RIAs, family offices, broker-dealers, private wealth teams, insurance professionals and bank and trust firms, and is used by asset managers, ETF issuers, wealthtech companies and recruiting and M&A teams. The platform combines verified contact and firm data with AI-assisted search, lead scoring, website visitor identification and integrations with CRMs such as Salesforce, HubSpot, Wealthbox and Microsoft Dynamics. The company reports more than 750,000 RIA and family office profiles and more than 32,000 mapped wealth teams.

Website: advizorpro.com
Categories: Financial services, Computer software, Information services