MarketCleanse matches your records to ISS’s extensive historical database of financial firms and professionals. It captures updates such as address changes, firm transitions, name changes, and team affiliations. Once matched, updates, additions, and new records are provided regularly.

The sync process includes updating existing Firm and Rep records, reassigning Reps when they change Firms, inserting new Firms and Reps that meet the defined Audience Criteria, and sending email notifications detailing the actions performed.

No — The workflows only create new Firm associations when applicable.

No — The workflows only update existing data, create new Firm associations, and insert Firms and Reps that meet the defined Audience Criteria.