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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