At the click of a button within Salesforce, ISS - Institutional Shareholder Services Profile provides detailed profiles on BD and RIA firms, reps, and branches. To view additional information about an Account, Contact, or Lead that is not available in Salesforce, click the ISS - Institutional Shareholder Services Profile button.
Each profile includes the most extensive data to help you qualify and connect with the right clients and prospects, and always displays the most current information available in ISS - Institutional Shareholder Services, including the following:
You can also look at other reps in their office or members of their team to establish business with them.
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