Turn Custodian & Broker-Dealer Data Packs Into Actionable Intelligence
Merge custodian, broker-dealer, and third-party holdings and flows data with AdvizorPro’s advisor intelligence to see which ETFs and mutual funds advisors are actively buying and focus sales where it matters.
From Raw Data Packs to Connected Distribution Intelligence
Team-Level Transparency
Drill down to office, team, and rep-level holdings and flow trends.
Trend Analytics
Track AUM movement month-over-month, quarter-over-quarter, and year-over-year to detect shifts early.
Sales Attribution That Matters
Tie asset movement directly to sales initiatives, conferences, and marketing campaigns.
Built for Modern Distribution Teams
AdvizorPro’s data pack integration is used across distribution organizations that need clarity, not complexity.
Sales Leadership
Pinpoint growth intermediaries, nurture key relationships, attribute flows to rep activity, and optimize coverage before competitors notice
Start Free TrialExecutives & Strategy
Track share of flows, product momentum, and channel performance in near-real time.
Start Free TrialMarketing & Analytics
Connect campaigns and events to measurable inflows and quantify ROI.
Start Free TrialETF Issuers
Gain visibility into which advisors are buying their ETFs and competitor funds so sales teams know exactly who to engage to drive flows.
Start Free TrialKey Features of the Broker-Dealer Data Platform
Each capability is built for sales leadership, strategy, marketing, ETF issuers, and distribution operations teams that use broker-dealer data to track flows, understand advisor behavior, and optimize coverage with confidence.
Comprehensive Broker-Dealer Coverage
Access a broad universe of independent and hybrid broker-dealers, including national platforms, regional firms, and OSJ networks. Profiles include regulatory status, clearing relationships, geographic footprint, and advisor counts.
Advisor and OSJ Network Mapping
See how registered representatives are structured across broker-dealers, OSJs, and branches. Understand supervisory relationships, network composition, and influence at scale.
Clearing and Platform Relationships
Identify broker-dealers by clearing firm and platform affiliation, including Pershing, Fidelity, Schwab, Raymond James, and others. Support platform strategy, partnerships, and coverage prioritization.
Growth, Recruiting, and Transition Signals
Track advisor movement, new registrations, OSJ expansion, leadership changes, and consolidation. Surface early indicators of growth, restructuring, or recruiting momentum.
Assets and Business Mix Insights
Analyze AUA, fee-based versus commission mix, and advisory adoption trends. Distinguish legacy brokerage models from advisory-led platforms.
Technology and Platform Adoption
See which broker-dealers are standardizing CRM, planning, portfolio, compliance, and productivity tools to assess platform maturity and scalability.
AI-Assisted Discovery
Use natural language search to find broker-dealers and advisors by rep count, clearing firm, geography, business mix, or growth signals without rigid filters.
Verified Firm and Advisor Contact Data
Access continuously validated firm and advisor contact information, including emails and phone numbers, backed by automated and manual quality checks.
CRM and Data Warehouse Integration
Sync broker-dealer firms, advisors, and networks into Salesforce, HubSpot, Microsoft Dynamics, Snowflake, or custom environments. Keep systems current without manual uploads.
Designed to Live Inside Your CRM
Insights shouldn’t stop at a dashboard. AdvizorPro delivers custodian and broker-dealer data pack intelligence directly into your CRM and data environment, so it powers real workflows instead of living in spreadsheets. With enriched holdings and flow insights continuously synced, your CRM becomes a living system of distribution intelligence that’s structured, current, and ready for action.
Broker-Dealer Data Pack Attributes That Drive Intermediary Insight
All attributes are continuously validated and connected to a single source of truth, enabling confident analysis across advisors, firms, and broker-dealer networks.
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Why Legacy Broker-Dealer Databases Fall Short:
- Outdated or inconsistent registered representative counts
- Incomplete visibility into OSJ structures and supervisory relationships
- Missing hybrid or dual-registered advisors affiliated with broker-dealers
- Limited insight into clearing relationships and platform affiliations
- Stale or inaccurate firm- and rep-level contact information
- Rigid filters that make segmentation slow and manual
- Disconnected systems that create CRM conflicts and reporting gaps
The AdvizorPro
Difference:
- Continuously Verified Broker-Dealer Data
Data is regularly validated across FINRA disclosures, Form U4 updates, regulatory filings, and multi-source checks to stay accurate as firms evolve. - Unified Firm, Rep, and OSJ Intelligence
View broker-dealer structures clearly, including OSJ networks, supervisory relationships, and affiliated advisors, all connected in a consistent data model. - Actionable Growth and Transition Signals
Track advisor movement, network expansion, leadership changes, and platform shifts to spot momentum early. - CRM-Ready Integration
Keep CRM and data systems aligned with current broker-dealer and advisor data through seamless integration, eliminating manual upkeep.
From Manual Research to Real Broker-Dealer Intelligence
Before AdvizorPro
- Pulling broker-dealer and advisor data from multiple disconnected sources
- Manually reconciling duplicates, stale records, and inconsistent firm structures
- Limited visibility into OSJ networks, supervisory relationships, or affiliated advisors
- No reliable way to track advisor movement or platform transitions
- Guessing which broker-dealers are gaining momentum or losing advisors
- CRM conflicts caused by outdated firm and rep data
With AdvizorPro
- A verified broker-dealer and advisor dataset in a single platform
- Firm, advisor, and OSJ relationships mapped automatically
- Clearing, registration, and platform data kept continuously up to date
- Advisor movement, network changes, and transition signals surfaced as they occur
- CRM and internal systems stay enriched with clean, structured data
- Faster segmentation, prioritization, and execution across sales, strategy, and analytics teams
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You’re Already Receiving Valuable Data Packs, But It´s Hard to Use
Raw data doesn’t drive growth until it’s cleaned, connected, and contextualized. Asset managers receive regular holdings and flows data from custodians, broker-dealers, and data providers, but these files are often inconsistent and disconnected from CRM and distribution workflows.
Without context, it’s difficult to see which advisors are allocating, how funds compare to competitors, or what sales and marketing activity is actually driving flows. The result is powerful data on paper that rarely turns into measurable distribution impact.
Built on Verified, Continuously Refreshed Data
Custodian and broker-dealer data only drives value if it’s trusted. AdvizorPro applies the same verification standards to third-party data packs as it does to core advisor intelligence, reviewing, normalizing, and monitoring each dataset for change over time.
This includes resolving mismatched rep codes, aligning holdings and flows to verified advisor and firm entities, flagging inconsistencies, and refreshing mappings as teams evolve. The result is data your teams can rely on, not debate.
You’re Already Receiving Valuable Data Packs, But It´s Hard to Use
When third-party data packs are connected to advisor and firm intelligence, distribution teams gain a clearer view of what’s actually happening in the market.
AdvizorPro helps asset managers:
Quantify growth drivers across intermediariesSpot redemptions and shifts earlierAttribute flows to real activityAllocate sales and marketing resources more effectively
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Frequently Asked Questions About Data Packs
Data refresh frequency depends on your source feeds. AdvizorPro continuously monitors andaligns new files as they’re delivered.
AdvizorPro supports data from major custodians, broker-dealers, clearing firms, and third-partyproviders. Specific coverage can be discussed during a demo.
AdvizorPro complements and enhances existing tools by delivering cleaner, enriched data that’sready for CRM and reporting workflows.
We integrate directly with Salesforce, HubSpot, Microsoft Dynamics, Snowflake, and customenvironments. Data is mapped and delivered without manual imports.
All data is normalized, matched, and continuously reviewed to ensure consistency with verifiedadvisor and firm records.
AdvizorPro’s AI-powered matching and enrichment engine is designed to ingest and normalizedata from multiple custodians, broker-dealers, and third-party providers simultaneously. Itresolves differences in file structure, identifiers, and reporting conventions to deliver a single,consistent view across all sources.
Yes. AdvizorPro continuously monitors advisor, team, and firm structures and automaticallyreflects changes such as team moves, mergers, splits, or office-level realignments. Thisensures holdings and flow data remain accurately mapped as intermediary relationships evolve.
Custodian and broker-dealer data pack integration is delivered as part of the AdvizorProplatform or standalone. It works alongside our advisor, firm, and team intelligence to provide aunified view of distribution activity, rather than operating as a standalone analytics tool.