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Fund Promotion

Identify your target, develop new partnerships, and grow your assets.

Take your fund promotion to a whole new level.

Explore new channels for developing selling agreements with wealth managers, asset managers, and research analysts. Our comprehensive suite of services allows you to reach firms and advisors in innovative ways making you more productive with less effort. From highly accurate and cost-effective databases to turnkey lead-gen services we help the nation’s fastest growing firms accelerate their growth.

More choices to increase visibility and develop new opportunities.


Affordable database subscriptions and unparalleled targeting capabilities.

Gain access to every RIA and advisor in the nation, and organize the data using hundreds of filter combinations. Our online tools allow you to identify firms by business type, AUM, and investment strategies. Drill down with visual aids to view all reps at a branch, build territories, and map firm locations. And do it with ease using the industry’s most user-friendly platform.

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Empower your sales team with call center leads ready for follow-up.

Whether you’re looking to make your wholesalers more productive, or have our CSRs uncover new opportunities – we have the expertise to grow your assets fast. Our proven expertise speaking with financial intermediaries will deliver amazing results.

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e-Connect™ puts the power of email marketing in your hands.

Increase your visibility and target firms with the click of your mouse. Our email marketing platform, e-Connect™, makes it easy to perform email campaigns right from your desktop computer. Simply identify your target market, upload your list, design ads & newsletters, and send campaigns.

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Grow your business faster with Advisor Mail™.

We make it easy to move from print advertising to digital marketing. Advisor Mail™ is cost-effective, allows you to measure results, and puts your message in front of the advisors and firms important to your business. Programs include everything from ad design & html coding, to broadcasting in full compliance with federal regulations. Your only job is to work the leads we deliver.

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High impact direct mail solutions made easy.

Our experienced marketing team can help you design, print, and mail your message to the producers or firms you want to reach. And good mailers start with the very best list, and that’s where we deliver market leading results. Our lists have achieved the rigorous USPS CASS™ Certification, including Delivery Point Validation, for maximum deliverability. Whether you’re targeting producers at home or business, our team will guide you through every aspect of your campaign to maximize your results.

A Marketer's Guide to Fund DistributionFree Download

Download this informative guide designed to spread the knowledge and improve your distribution and marketing efforts.

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A Marketer's Guide to Agent & Advisor RecruitingFree Download

Download this informative guide to put you on the fast-track to implementing best practices for a successful recruiting campaign.

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"Everyone is helpful, courteous, and even more importantly, effective in helping recruit new reps. I have been much more than satisfied in all respects with the results we have gotten and highly recommend your services to companies seeing to recruit in a cast effective manner."

Frank B.President & CEO of Top Broker Dealer

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