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Market data insight | How we help | Financial intelligence provides an online community, marketing services, and distribution to assist broker dealers, custodians, asset management and other wealth management focused firms promote product and brand, conduct research, and communicate with wealth management professionals. With more than 385,000 unique visitors and over 1.3 million monthly page views, financial advisors and wealth professionals rely on for their information needs.

How can help

With our 800,000+ database of emails and robust profiles of advisors our target marketing efforts are based on a variety of demographics, business profiles and behaviors. Our solutions include:

  • Website advertising
  • Custom e-mail blasts
  • eNewsletters
  • Industry research sponsorships
  • Custom research and white papers
  • Custom infographics
  • Sponsored web content
  • Webinars
  • Guaranteed lead programs

Specialized research

Market leading intelligence | Financial Intelligence

Morning Memo

The top daily stories, relevant reports and hot topics -- only what you need to know.
Investment analysis and reporting | Financial intelligence


Our suite of eNewsletters includes: High Net Worth, Practice Management Letter, The Estate Planner, FinTech, Investment Strategies, Retirement Plan Advisor, and ETF Strategies.
Fund Management | Financial intelligence

The Magazine

WealthManagement Magazine is published monthly, featuring the best of, including news, trends, topics and research important to financial advisors.
Employee behavior insight | Financial intelligence

National Real Estate Investor

NREI's offerings include, a mobile app, eNewsletters, a print magazine that publishes four times a year and four Digital Research Reports.
Custom proposals | Financial intelligence

Trusts & Estates

Trusts & Estates is the pre-eminent, peer review journal and website for wealth management professionals.
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What's included

Related products

Some of our other top solutions are itemized below. For our full suite, please see Products & services

Zephyr | Financial Intelligence

Zephyr Portfolio Analytics

Make intelligent decisions with the premier solution for portfolio analytics, research, and custom reporting.

Key benefits:

  • First-class customer service
  • Robust math API
  • Highly flexible reporting and presentations
PSN | Financial Intelligence

PSN Enterprise - Separate Account Analytics Software

Unlock a universe of investment information, analytics and tools with the largest Separate Account database.

Key benefits:

  • Logic function
  • Presentation designer
  • Hybrids system
EPFR | Financial Intelligence

EPFR Fund Flows

Understand how the market is moving with unique global fund flows and asset allocation data.

Key benefits:

  • Traditional fund flows data and analysis
  • Alternative fund flows data and analysis
  • Asset allocation data
WIQ | Financial Intelligence

WealthIQ - Financial Portfolio Proposal

Give your sales force the tools to create compelling, compliant client proposals fast.

Key benefits:

  • Asset allocation
  • Portfolio construction
  • Investment Policy Statements
iMoneynet | Data analysis and tools | Financial intelligence

iMoneyNet - Money Market Fund Analysis

The leading provider of money market mutual fund and enhanced cash data serving clients worldwide.

Key benefits:

  • Data you can trust
  • Timely delivery
  • Report generation
igmxandrates | Financial Intelligence

IGM FX and Rates

Real-time, insightful and unique market analysis and commentary from expert analysts.

Key benefits:

  • Real-time information
  • Market insight
  • Macroeconomic data analysis