Discovery Data MarketPro
Next generation market intelligence tool.
The market at your fingertips.
A cutting-edge market intelligence tool that puts you in control.
Create a customized target market using a complete view of professionals, firms, and branches.
Leverage precision functionality to categorize your targets.
Benefit from our comprehensive profiles providing a detailed picture across all industry channels.
Make calls, send emails, and track activity.
Improve productivity in an interface designed for how you work.
Obtain a complete picture across all industry channels.
Accurate Profile Data
Get trusted information on financial services and insurance professionals and firms.
Build a list of professionals, firms, and branches in your market.
Create different segments of your marketplace easily.
Track advisor and firm growth with success level and asset allocation details.
Conduct your daily outreach right in Discovery Data MarketPro.
Like or hide profiles using status indicators.
Set up custom notifications to alert you of changes in your market.
Visualize reps and agents on an interactive map.
Surface only the profile elements that are important to your teams.
Accomplish team goals using shared workspaces, notes, and more.