Advisor-Sold Products


Market intelligence for 
producers, marketers, 
and manufacturers

Information Asset Partners' analytic approach is simple and robust:

• Measure the current level of retail investor product potential
• Compare the industry's product to retail investor potential
• Compare the client's production to both industry and retail investor potential

Financial product manufacturers and distributors can also use IAP's ZIP code-level market intelligence solutions to improve their view of the current retail market potential, behaviors, and attributes that affect financial intermediaries and their distribution performance.  Below are some of the metrics that we can use in your solution:

Wealth

• Investable assets
  
• Net worth
  

Custom metric development is available per requirements

Products

• Life insurance
• Annuities
• Mutual funds
• ETFs
• 529 Plans

Financial Behaviors

• Financial advisor use
  
• Financial advisor loyalty
  
• Financial advisor switching
• Financial seminars
• Brand affinity

Contact IAP to discuss your objectives, requirements, and how our retail market intelligence solutions can work within the context of your firm's current vendors and solution providers.