Accupoint

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Access the most robust consolidated financial services data source consisting of timely and quality information on over 2.7 million uniquely identified financial services professionals and 100 thousand firms.

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AccuPoint’s Proprietary Web Portal

Execute searches for ideal prospects, or target the most up-to-date information on your clients using search tool.

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CRM Integration/Custom File Feeds

Receive one-time or regularly scheduled files to supplement your firm’s data. Append the latest data to your database or CRM.

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Data Matching, Updating and Appending Services

We will match our data to yours (small lists or millions of lines), then provide reports and files detailing the latest information on your clients and prospects.

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Digital Marketing

Expand your branding and lead generation efforts through mass email campaigns and/or targeting prospects via the internet.

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Firm and Advisor Movement Reports

Know what firms and Advisors are entering or leaving the industry, switching firms, becoming dually registered, and more.