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
