A basic subscriber has limited marketplace access.
With a basic subscription, members can view the following information: 

  • Market Type (Advisor, Insurance, CPA)

  • Listing Opportunity Type (Buy, Sell, Merge)

  • Location

  • Percentage Fee / Commission based

  • AUM & GDC /¬†

  • Number of Accounts¬†

  • Average Client Age

To view the following information, you will need to upgrade to a paid subscription:

  • Business Mix Information

  • Clearing Firm/ Custodian

  • Third Party Money Managers

  • Mutual Funds

  • Variable Annuities

  • Insurance Business

  • Technology Solutions

  • CRM Systems

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