It is hard to believe we are already more than halfway through 2023. The AdvizorPro team has been hard at work enhancing our platform, expanding our datasets, and developing new tools that help clients reach more of the right advisors and insurance producers.

Collaboration with our partners remains one of our core values, and we take great pride in building solutions that reflect your feedback and evolving needs. Here is a look at what we have accomplished so far this year, with more exciting updates still ahead.

Expanding Our Data Team

In addition to our 24/7 contact scraping algorithms, our in-house data team continues to grow. The team has already expanded by 200 percent in 2023, with additional growth planned for the coming months.

This investment ensures continuous improvement in contact data quality and coverage as we maintain our position as the industry leader in financial data intelligence. Learn how our Data Feeds and API provide clients with direct access to accurate, continuously updated financial data.

Enhanced Email Validation and Coverage

Emails remain one of the most valuable data points for our clients. Our data science team recently launched a new email collection and validation package that significantly increases the coverage of verified emails within the AdvizorPro platform.

Clients logging in today will already notice improved data accuracy, and this will continue to expand as additional updates are rolled out in the months ahead.

You can also explore our AI Powered Search to see how validated email data integrates seamlessly with intelligent filters and advanced search capabilities.

More Advisor Tags and Improved Website Coverage

Our expanding data analyst team and advanced web crawling technology have enhanced the breadth and accuracy of advisor website coverage. This means more advisors now appear in searches by tech stack, TAMP, investment interests, and other specialized filters.

For firms targeting advisors based on niche interests or partnerships, this improvement provides deeper visibility into previously underrepresented segments. To see how similar insights drive marketing efficiency, explore our TrafficIQ Playbook.

New Data Fields and Filters

We have added several new data fields and filters designed to give clients more insight and flexibility when building targeted lists:

• Firm ownership: Filter and view RIA ownership percentages for any contact
• Thirteen F data filters: Narrow searches by Morningstar category for more precise targeting
• Advisor firm update feed: Track key data changes for firms, including AUM shifts and leadership updates

These new additions help users identify opportunities faster and make more informed business decisions.

Continuing Our Commitment to Innovation

These updates represent only part of what our data, product, and technology teams have been developing this year. The AdvizorPro platform will continue to evolve as we refine data accuracy, expand coverage, and introduce smarter tools to support your growth.

If you would like to learn more about these enhancements or preview what is coming next, reach out to your account representative. We would love to connect.

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