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
