Help & Training

You can now map Advisor Success Level fields to Salesforce!

November 2019

We have recently added three Advisor Success Level fields to ISS - Institutional Shareholder Services MarketLink Mapping to help you profile advisors by practice size in Salesforce:

• Advisor Success Level

• Advisor Success Level – Quintile

• Advisor Success Level – Confidence Score

ISS - Institutional Shareholder Services’s Advisor Success Level (ASL) is a comprehensive measure of an advisor’s level of business success. The ASL is calculated using up to eight profile data points including:

• Number of Registered States

• Number of Registered Team Members

• Years in the Industry

• Years at Current Firm

• Firm Type

• Self-Reported Production

• Self-Reported Assets and an RIA Owner AUM Override

If a profile point is not available for an advisor then it is excluded from the ASL calculation. Please see our Advisor Success Level guide for further information.