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The right insights, right now

Access the latest news, analysis and trends impacting your business.

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Opportunity Hunter

The mobile, multi-channel, prospecting and sales tool.

With tens of thousands of RIAs, Broker-Dealers, Banks and Recordkeepers, identifying which represent the best sales potential can be time consuming. Opportunity Hunter consolidates, scores, and analyzes data from multiple sources, presenting these insights in a simple, mobile-enabled user interface. Now, sales teams can spend less time researching prospects, confident that they have the insights they need for every opportunity.

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