Every wealth advisor knows: To grow AUM, you need to focus on the right investors.

InvestorView puts that power at your fingertips.

For the first time, you can target every client and prospect based on their life stage, financial capacity and investment tendencies.

InvestorView categorizes clients and prospects into one of 13 investor personas – providing insights into real-world behaviors and product preferences. We then combine these profiles with the Broadridge wealth score, which estimates total liquid investable assets – including those held away – so you’ll know which relationships to develop, maintain and protect.

An intuitive dashboard shows you the way.

Start with any customer or prospect list. Configure investment thresholds based on any marketing or outreach goal. Now you’re ready to explore.

• Get an instant snapshot of investor profiles.
• Visualize exactly who your clients are – and what they need.
• Then pinpoint actionable opportunities across any segment or geography.

Best of all, you can download lists that itemize every client and prospect based on your opportunity…and their capacity to invest.

InvestorView makes it easy for advisors and marketing teams to identify gaps…target the right investors…and craft the perfect message to grow AUM.

See what actionable data can do for you.