CRD Match
Select a client to see who in their data is a registered investment adviser
Matches a confidence score of 1.0 means an exact email match (from an uploaded FINTRX/AdvisorPro/Discovery Data/Dakota Data file); anything lower was matched on name and employer against the SEC's own public IAPD system and is worth a quick spot-check before treating it as certain, especially for a common name.
HubSpot contacts
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Matched to a CRD
VisitorIQ visitors
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Matched to a CRD
DemandIQ contacts
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Matched to a CRD
Match rate
Of records with enough to attempt a match (name + company), how many have been checked against the SEC's IAPD system, and how many of those checks found a CRD
Select a client to load data
HubSpot contacts
Your own CRM contacts identified as a registered investment adviser
Select a client to load data
VisitorIQ visitors
Website visitors identified by AudienceLab's pixel, matched to a CRD
Select a client to load data
DemandIQ contacts
AudienceLab intent-audience contacts, matched to a CRD
Select a client to load data