How asset managers can finally make sense of the data they already pay heavily for

The Problem: You’re Sitting on a Goldmine of Data and It’s Gathering Dust

Most asset managers now receive monthly, quarterly or annual data packs from custodians, broker-dealers or intermediary data partners often costing hundreds of thousands of dollars per year.

These files are meant to be a competitive advantage: office level holdings, transaction flows and share of wallet data that can show exactly where assets are moving.

But for most firms that potential goes unrealized.

• Data arrives in inconsistent formats across providers.
• Analysts spend hours reconciling spreadsheets or the data sits on the shelf.
• CRM systems aren’t built to process or visualize this information.

The outcome is usually the same high cost data that sits underused disconnected from sales and marketing workflows. There is a massive opportunity cost in not leveraging this powerful data.

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The Opportunity Clean Connected and Contextual Data

The goal isn’t simply to collect more data, it's to activate the data. Data is only as powerful as the intelligence it derives.

When custodian and broker-dealer data packs are standardized, merged with advisor intelligence and linked to CRM and BI tools they become the foundation of a powerful intermediary distribution strategy. This is especially true when combined with live advisor movement context like the data outlined in the US wealth advisor movement report 2026.

Done right this unified view helps you:

• Track asset flows and holdings down to the team or office level
• Nurture key relationships actively allocating to your funds
• Benchmark product performance against competitors
• Identify new advisor relationships before they scale

In short, connecting your data packs to context turns an expensive raw asset into a revenue generating one.

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Five Best Practices for Getting ROI From Custodian and Broker-Dealer Data Packs

Standardize Inputs Across All Sources

Every provider delivers data differently some monthly some quarterly some yearly some with full product visibility others at the product sleeve level. And many more differences. Building a consistent ingestion framework or partnering with a platform that handles normalization is step one.

Without it teams end up comparing incompatible data across custodians or intermediaries and miss a lot of the value.

Merge External Data With Internal Intelligence

Holdings and flow data is powerful but incomplete on its own. By merging it with your existing CRM data, rep coverage maps and advisor segmentation firms gain insight into who is driving flows and how to act on them, not just where they’re coming from.

This context transforms your data packs from flat spreadsheets into relationship level intelligence especially when paired with tools like AdvizorPro’s Flows and Holdings Intelligence.

Visualize Trends Over Time

Raw files show a snapshot trendlines tell a story. By refreshing data regularly firms can observe momentum velocity and persistence in fund flows surfacing share shifts and emerging relationships early.

It’s this time series visibility that turns static holdings into actionable fund flow analytics.

Connect Flows to Field Activity

Without attribution even the cleanest data can’t answer the question what’s working. Integrating flow and holdings data into CRM dashboards allows you to connect sales and marketing activity to results.

You can measure

• Which events or campaigns produced inflows
• Which wholesalers are driving measurable asset growth
• Which territories need new coverage or resources

The insight goes beyond reporting it shapes resource allocation. This is the same principle applied in workflow driven intelligence tools like the AdvizorPro Chrome Extension.

Tailor Dashboards for Different Teams

Executives sales and marketing each need different levels of visibility.

• Executives macro trends competitive positioning and growth channels
• Sales office level flow and territory attribution
• Marketing campaign ROI and engagement alignment

By designing views tailored to each function, firms make data usable and not overwhelming.

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Why Many Firms Still Struggle

Even with six figure data investments few firms have systems built to reconcile asymmetrical data from multiple intermediaries. Many still rely on legacy reporting tools or manual processing to interpret flow files leading to delays, errors and missed opportunities.

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How AdvizorPro Helps

AdvizorPro’s Flows and Holdings Intelligence platform bridges this gap.

It automatically merges your custodian broker-dealer and clearing data packs with AdvizorPro’s proprietary advisor and firm intelligence cleaning matching and enriching every record before surfacing it in CRM and BI dashboards.

You get

• Office team and rep level transparency into holdings and flows
• Automated monthly refreshes to track trends over time
• Sales attribution dashboards that quantify ROI
• Leadership ready reporting aligned across sales and marketing

The result is a clear picture of where assets are moving, who's driving them and how your team can respond.

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The Bottom Line

Custodian and broker-dealer data packs represent one of the largest untapped assets in asset management distribution.

They’re also one of the most expensive with many firms spending hundreds of thousands each year to acquire data that remains underleveraged.

With the right integration and analytics framework that same data becomes a powerful growth engine.

AdvizorPro helps asset managers close the gap transforming raw data into actionable distribution intelligence that drives measurable inflows. Start your free trial