Turn Raw Custodian & Broker-Dealer Data Into Distribution Intelligence
Map your holdings and flow data packs to verified advisors, teams, and firms, then deliver it clean and CRM-ready. Power your team with powerful fund distribution intelligence.
Built for ETF issuers, mutual fund managers, and distribution teams.
Most Teams Only Scratch the Surface of Their Data Packs
You're already receiving custodian and broker-dealer data packs with valuable fund flows and holdings intelligence. The problem isn't the data - it's that the files are coded, complex, and arrive in volume. Multiple feeds, inconsistent formats, rep codes nobody can decode without a manual. Most teams skim the surface. The real signal never reaches the people who need it.
AdvizorPro does the heavy lifting - normalizing, enriching, and connecting your data packs to verified advisor and firm intelligence, then delivering it clean and CRM-ready so your team can act on it immediately.
How Leading Distribution Teams Turn Data Packs Into Their Competitive Edge
See Who's Buying Your Funds
Pinpoint exactly which advisors and teams are allocating to your ETFs and mutual funds - and which are going to competitors. Know who to pay commissions to without manual reconciliation.
Spot Movement Before It Happens
Surface advisors showing early signals of reallocation, growth, or transition - before the flow data confirms it.
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Tie Flows to Real Activity
Connect AUM movement directly to conferences, campaigns, and rep visits. Know what's actually driving growth.
Know Your Share of Wallet
Know your share of flows at the advisor, team, branch, and firm level. See where you're gaining ground and where you're losing it.
Target the Right Advisors
Precision segmentation across AUM, business mix, custodian, geography, and behavioral signals.
Push It All Into Your CRM
Everything - enriched, clean, and structured - delivered directly into Salesforce, HubSpot, Dynamics, or your data warehouse. No manual work.
How it Works
From raw data pack to CRM-ready intelligence.
Ingest Data Packs
We ingest your existing data packs - however they're structured, whatever the source.
Book A Quick DemoResolve Advisor Identity
Rep codes and anonymized IDs get matched to real, verified advisors and firms.
Book A Quick DemoNormalize the Data
Inconsistent formats, fields, and identifiers are standardized into a single clean data model.
Book A Quick DemoConnect to Advisor Intelligence
Each record is enriched with firm structure, team relationships, contact data, and more growth signals.
Book A Quick DemoPush to CRM & Platform
Clean, enriched, actionable flow intelligence directly in your CRM or data warehouse - no manual imports.
Book A Quick DemoData Packs Tell Part of the Story.
AdvizorPro Tells the Rest.
Here's what you can actually see once your data is connected to our platform.
The Firm Behind the Advisor
See the full firm profile - AUM, platforms, business mix, office locations, and how the advisor fits into the broader team hierarchy. Not just a name. The full picture.
From Branch to Rep - and Everyone In Between
AdvizorPro maps it all - connecting branch accounts to the individual reps, teams, and decision makers inside them so you know exactly who to engage at every level.
The Advisor Behind the Rep Code
Rep codes and anonymized IDs matched to real, verified advisors - name, firm, contact info, registration history, and team structure included. No more guessing who's behind the data.
Whether They're Growing or Contracting
AUM trends, new registrations, advisor headcount changes, and transition signals - so you can prioritize advisors on the rise and stop wasting time on those winding down.
What They're Buying Beyond Your Funds
See which competing ETFs and mutual funds sit in the same advisor books alongside yours. Know your share of wallet and where the real opportunity lives.
What Campaigns and Conferences Moved the Needle
Connect inflow data to specific sales activity - conferences, campaigns, rep visits. Know what's actually driving growth so you can repeat it.
How to Actually Reach Them
Verified direct emails and phone numbers for advisors and their teams - continuously validated, not collected once and forgotten.
All of It, Inside Your CRM
Every enriched record pushed directly into Salesforce, HubSpot, or your data warehouse. Clean and structured. Your CRM stops being a contact list and becomes a distribution engine.
ETF Commission Clarity
ETF issuers can't see who's buying their funds - which makes paying commissions a manual, error-prone process. AdvizorPro maps your flow data to verified advisors so you know exactly who to pay, how much, and when.
Designed to Live Inside Your CRM
Your data pack insights shouldn't stop at a dashboard - they should power the workflows your team is already in every day.
AdvizorPro pushes enriched, verified advisor and flow intelligence directly into Salesforce, HubSpot, Microsoft Dynamics, or your data warehouse. Clean records. Current data. No manual imports.
Your CRM stops being a contact list and starts being a distribution engine.
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What Changes When Your Data Packs Actually Work
Before AdvizorPro
- Hours spent decoding rep codes and anonymized IDs from last week's files
- Branch-level flows with no visibility into which advisors or teams are behind them
- Multiple custodian files, different formats, no reliable way to reconcile them
- Commission payouts that are manual, error-prone, and time-consuming to verify
- No way to connect inflows to the campaigns and conferences that drove them
- A CRM full of stale records nobody has time to update
With AdvizorPro
- Every data pack ingested, resolved, and enriched automatically - regardless of source or format
- Flows connected to a verified advisor with name, firm, AUM, team structure, and contact info
- Competitive context layered in so you know your share of wallet at the advisor and firm level
- Commission payouts run with confidence - every rep code matched to a verified advisor automatically
- Campaign and conference attribution closed - know what drove every inflow and replicate it
- Your CRM current, clean, and ready for your sales team to act on
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See What Your Data Packs Are Really Telling You
Frequently Asked Questions About Data Packs
Data refresh frequency depends on your source feeds. AdvizorPro continuously monitors and aligns 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 custom environments. Data is mapped and delivered without manual imports.
All data is normalized, matched, and continuously reviewed to ensure consistency with verified advisor and firm records.
AdvizorPro’s AI-powered matching and enrichment engine is designed to ingest and normalize data from multiple custodians, broker-dealers, and third-party providers simultaneously. It resolves 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. This ensures holdings and flow data remain accurately mapped as intermediary relationships evolve.
Custodian and broker-dealer data pack integration is delivered as part of the AdvizorPro platform or standalone. It works alongside our advisor, firm, and team intelligence to provide a unified view of distribution activity, rather than operating as a standalone analytics tool.