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Advisor Scoring for Opportunity Hunter

Identify the ideal advisor for your firm.

Valuable intelligence that will help your teams target the right advisors, at the right time, with the right strategies.

Powered by the broadest and deepest distribution data in the industry, Advisor Scoring in Opportunity Hunter is powered by Broadridge’s Distribution Insight Platform, which covers more than 95% of financial intermediary assets under management across both mutual funds and ETFs. Distribution Insight coverage for funds and ETFs provides a true picture of how industry trends – active/passive, ESG, model portfolios – are impacting advisor decisions. Our depth of data combined with our proprietary advisor scoring approach, provides unique results about advisor preferences.

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