Data Guides

 

Help Center Data Guides

Quick Links

 
Fields & Features
 
Targeting Advisors
 
 
Teams & Associations
 
BD & RIA Classifications

Fields & Features

User Guide

This guide will help you through daily use of MarketLink for Salesforce.

 
PDF

Admin Guide

This step-by-step guide will help you set up, customize, and maintain the app.

 
PDF

Field Mappings

See a list of ISS - Institutional Shareholder Services fields you can map to Salesforce fields.
XLS
PDF

Audience Criteria

Learn how to populate new firms and reps in Salesforce.

 
PDF
 

Targeting Advisors

Advisor Success Level

ISS - Institutional Shareholder Services created the Advisor Success Level to help you segment and prioritize outreach to practicing retail financial advisors.

 
PDF

What defines a Non-Advisor?

ISS - Institutional Shareholder Services's criteria by which we define a Known Non-Advisor.

 
PDF

Success Likelihood Indicator

ISS - Institutional Shareholder Services's guide to the Success Likelihood indicator.

 
PDF
 

​Managing Teams and Firm Associations

Assigning Primary Firms for Reps with Multiple Firm Associations

ISS - Institutional Shareholder Services's logic for assigning primary firms.

 
PDF

The Ultimate in Branch Address Management

The quality of our 160,000 branch addresses is better than ever.

 
PDF
 

BD and RIA Classifications

Rep Title Categories

View our Rep Title Categories.

 
PDF

BD and RIA Classifications

View our BD and RIA Classifications.

 
PDF
 

© 2025 ISS - Institutional Shareholder Services. All Rights Reserved.

125 Half Mile Rd # 201, Red Bank, NJ 07701 | marketlinksupport@issmarketintelligence.com | issmarketintelligence.com