ETF Distribution Intelligence for Issuers
Help ETF issuers identify RIAs, analyze holdings, uncover distribution opportunities, and target the right advisors with AdvizorPro.
Smarter Prospecting for ETF Issuers
Accelerate ETF distribution with intelligence on RIAs, family offices, and trust firms - holdings, fund flows, platform insights, and live website visitor tracking.
Capture Flows and Expand RIA Adoption
Winning in today’s ETF market means getting in front of the right advisors at the right time.
AdvizorPro surfaces RIAs and family offices actively researching your categories, uncovering allocation gaps, and shifting assets - before your competitors know.
Find the warm opportunities. Drive new allocations. Power smarter distribution with data that works.
ETF Holdings Intelligence
Identify RIAs allocating to your Morningstar category — or holding competitor ETFs ready for conversations.
Flows Intelligence
Ingest ETF flows data and map it to our advisor universe — unlocking branch- and rep-level insights on who’s buying your strategies.
Custodian & TAMP Targeting
Ingest ETF flows data and map it to our advisor universe — unlocking branch- and rep-level insights on who’s buying your strategies.
TrafficIQ Visitor Tracking
Spot RIAs and family offices visiting your fund pages, product content, and webinars.
Plain English AI Search
Find high-fit firms in seconds using intuitive queries ("RIAs investing in Fixed Income ETFs").
CRM Integration & Alerts
Route warm ETF leads into Salesforce, HubSpot, or workflows automatically.
“We brought on AdvizorPro to help our sales team’s business development efforts and enrich our CRM data. We setup the integration in a few hours. Their help was essential in getting us set up correctly. They’ve done a great job onboarding our entire team and offering extensive ongoing support.”
Target RIAs Holding Competing ETFs
Identify firms holding expensive or underperforming competitor ETFs — ideal for replacement pitches.
Spot ETF Researching RIAs
Capture firms showing intent by researching your funds or competitors via TrafficIQ activity.
Find RIAs Growing ETF Allocations
Surface firms with increasing allocations into your Morningstar categories.
