Discovery Data MarketPro
Next generation market intelligence tool.
The market at your fingertips.
A cutting-edge market intelligence tool that puts you in control.
Target
Create a customized target market using a complete view of professionals, firms, and branches.
Segment
Leverage precision functionality to categorize your targets.
Prioritize
Benefit from our comprehensive profiles providing a detailed picture across all industry channels.
Execute
Make calls, send emails, and track activity.
Intuitive Interface
Improve productivity in an interface designed for how you work.
Unified Profiles
Obtain a complete picture across all industry channels.
Accurate Profile Data
Get trusted information on financial services and insurance professionals and firms.
Marketplace Builder
Build a list of professionals, firms, and branches in your market.
Segmentation Tools
Create different segments of your marketplace easily.
Analyze Performance
Track advisor and firm growth with success level and asset allocation details.
Actionable Workspace
Conduct your daily outreach right in Discovery Data MarketPro.
Engagement Statuses
Like or hide profiles using status indicators.
Industry Alerts
Set up custom notifications to alert you of changes in your market.
Map View
Visualize reps and agents on an interactive map.
Customizable Profiles
Surface only the profile elements that are important to your teams.
Collaboration Tools
Accomplish team goals using shared workspaces, notes, and more.