Wealth Data Members Lounge

 

New “Financial Adviser Client Segmentation Tool”

See Video Below

See Videos Below That Focus On Key Opportunities To Suite Different Business Needs

Enter Promo Code: 50%MONTH1 For 50% off the first month - Limited Time

Who should become a member?

Anyone who works in advice:

  • Fund managers who need to know their adviser market

  • Licensee owners and managers to stay in touch with your peers

  • Advisers who want to know which licensee they should consider joining

  • Service providers to advisers - Better manage your planning and sales team

  • Platform and fintech firms - Find experienced and qualified advisers

  • Analysts who need reliable, fast and accurate data

  • Marketers - Build your own tailored reports

  • Anyone who values current facts.

Data Driven Dashboards

Track with ease:

  • Weekly, financial and calendar YTD financial adviser movement by licensees and licensee owners

  • See new licensees as they commence

  • Tailor your data by peer groups

  • See which advisers resigned, got appointed and switched for the week

  • View by charts and tables licensees ‘Star’ scores, qualification ratios, ave advisers experience

  • See % of advisers by licensee that can offer investments, risk, margin lending and more

  • Provisional, new advisers and much more.

Generate Adviser /Licensee Listings

Adviser and Licensee Listings:

  • View licensee details by number of advisers, growth, ‘Star’ ratings, ratios of advisers with experience and key qualifications

  • Super-fast search options that allow you to search directly by licensee, peer groups and new licensees

  • Data includes a link the the AFSL Website and now key contact details for AFSLs - See More Here

  • Quickly search individual advisers

  • The database allows the user to quickly ‘click through’ to dig deeper into the details inc adviser history

  • The data is updated weekly

Wealth Data Members Lounge
$95.00
Every month
$950.00
Every year

Enter promo code 50%MONTH1 for 50% discount on first month Selecting 'YEARLY' cost is only $950

New Database Platform - October 2023
We have launched a new database platform for our AFSL and Adviser databases. This will help users to better find the right AFSL and Advisers for their services. Below are the initial help videos. We will build up our videos over the next few weeks.

Financial Adviser Client Segmentation Tool

Updated Adviser Fast Facts Dashboards

We update everything weekly - Now you can stop buying expensive reports that are out of date by the time you receive them