Meridian-IQTM. Powered by S&P Capital IQ Research. YOUR PREMIER TOOL FOR SELLING, RECrUITING, MARKETING AND UNDERSTANDING THE ADVISOR MARKETPLACE

Transcription

1 Meridian-IQTM Powered by S&P Capital IQ Research YOUR PREMIER TOOL FOR SELLING, RECrUITING, MARKETING AND UNDERSTANDING THE ADVISOR MARKETPLACE

2 Now Powered by S&P Capital IQ Research Meridian-IQ has added the deep data from the S&P Capital IQ directories of Registered Investment Advisors (RIAs) and Broker-Dealers (BDs). For over 25 years, S&P Capital IQ has been collecting and publishing data on these two groups, often known respectively as the Blue Book and Red Book. Over 20,000 RIAs and BDs have established relationships with S&P by voluntarily contributing granular data about their firms. This unique data is now being added to the Meridian-IQ product suite to create the best in breed product offering now known as Meridian-IQ, Powered by S&P Capital IQ Research. The combined research teams of Meridian-IQ and S&P Capital IQ are additionally creating exciting new granular data points to deliver to the Meridian-IQ products. By leveraging decades old relationships coupled with cutting edge tactics and technologies we together will better serve our clients. Meridian-IQ directories and workflow tools optimize the time of any vendor marketing, researching or selling to the Advisor space. Whether you are a mutual fund company, broker-dealer, recruiting firm, custodian, Advisor seeking a successor, or a firm marketing a software solution to Advisors, Meridian-IQ can help. Meridian-IQ and the Meridian-IQ logo are trademarks of AIQ, Inc. S&P is a registered trademark of The McGraw-Hill Company.

3 Meridian-IQ is the largest provider of Financial Advisor data period. Our information is licensed by over 500 institutions for industry research and marketing purposes. Our clients include: ÂÂMutual Fund Companies ÂÂBroker-Dealers ÂÂRecruiting Firms ÂÂClearing Firms ÂÂSeparate Account Providers ÂÂTechnology Firms ÂÂCustodians ÂÂAdvisory Firms ÂÂThird-Party Marketers ÂÂAlternative Investment Managers ÂÂOther Entities that Provide Products and Services for Financial Advisors What s In A Name? Meridian-IQ exemplifies our ongoing commitment to providing the highest level of data, intelligence, tools and service to help maximize your business in the Advisor marketplace.

4 Hundreds of Data Points on Every Advisor in the Industry Achieve greater success with new intelligence. Access the power of Meridian-IQ and take advantage of unique and actionable information including: ÂÂHundreds of business profile data points to effectively qualify, target and connect with top advisor prospects ÂÂOver 50 personal bio data fields, including volunteer activities, golf handicaps, hobbies and photographs, among others - to build deeper relationships and drive affinity marketing programs ÂÂAdvanced research techniques The unified research teams of Meridian-IQ and S&P Capital IQ Research are now employing insight from the collective team s long-term relationships with thousands of Advisors. Be sure you are getting the most in-depth insight on Advisors available today.

5 Our Product Suite RIAs Over 28,000 Registered Investment Advisors 200 data points Investment vehicles addresses AUM Custodians used Client profiles and more RRs Over 590,000 Registered Representatives Firm affiliations Investment vehicles Employment history addresses AUM Licenses Compensation intelligence and more BDs Over 4,800 Broker-Dealers Every FINRA and SEC Broker-Dealer C -level executive officers and contact info Products sold Branch office locations Aggregate AUM and production Clearing firm, RIA affiliations and more Trust Over 1,800 Trust Company Officers Investment vehicles Custodial information addresses Discretionary AUM Holding company details Regulatory details and more DHS Data Hygiene Expertise Matching and updating Advisor records Delivering ongoing custom data feeds to ensure Advisor records remain updated Providing best practices for CRM data integration TODAY S DEEPEST, MOST UP-TO-DATE ADVISOR DATABASE NOW POWERED BY S&P CAPITAL IQ RESEARCH

6 Intelligence Cutting-Edge Interface and Workflow Tools We have combined forces with S&P to provide the industry s leading database of registered investment advisors, registered representatives, broker-dealers and trust companies, all accessed via a state-of-the-art online interface. Meridian-IQ s workflow tools are designed to make your job of working with and selling to Advisors easier. Developed by industry experts, Meridian-IQ is constantly evolving to meet new demands. ÂÂSelf-serve uploading of client and prospect lists for profiling and analysis ÂÂDynamic Rep Movement Report that allows for channel, firm and individual rep level movement reporting from 2005 through the current date Streamlined and Powerful Database ÂÂSimple yet powerful query capabilities ÂÂCreate and save custom dynamic and flexible reports ÂÂInteractive mapping Information Is Power Integrated Business Planning Software ÂÂTrip Planner assisting you in mapping-out and coordinating your travel ÂÂTerritory Builder enabling you to size and compare various territory alignments Our databases are built to help you drive results. To learn more about how Meridian-IQ can provide you with the Advisor information you need, contact us at or visit

7 meridian: the highest level or degree attainable; the highest stage of development. Meridian-IQ has been developed by a team with decades of combined experience working with hundreds of financial institutions, including several senior level executives who have direct experience selling, recruiting and marketing to Advisors. Our single-minded goal is to provide powerful information and tools to optimize sales, recruiting, marketing and research efforts in the Advisor channel.

8 Meridian-IQTM Powered by S&P Capital IQ Research Meridian-IQ A product of AIQ, Inc. 119 West 23rd Street, Suite 700 New York, NY info@meridian-iq.com Sales Inquiries: sales@meridian-iq.com