Separately Managed Account Data
Declined
Requested by Aaron Cajka from The Investment Counsel Company - 2 seat pro.
Requested by Aaron Cajka from The Investment Counsel Company - 2 seat pro.
I like this idea
What exactly do you mean here?
What exactly do you mean here?
I think i know what you mean ... we don't have the data source for this.
I think i know what you mean ... we don't have the data source for this.
Requested by Advisors Asset Management $48,000 (Wholesaler Client)
Came up in a conversation with Cory Easter during our intro call. Cory is on the research side of things at AAM and it's his job to come up with a variety of use cases to provide their salesforce with ammunition to show their funds in a positive light versus competitors. Cory mentioned that Mutual Funds were only a small fraction of their business versus SMAs. Said it would be "HUGE" if we were able to provide SMA data.
Requested by Advisors Asset Management $48,000 (Wholesaler Client)
Came up in a conversation with Cory Easter during our intro call. Cory is on the research side of things at AAM and it's his job to come up with a variety of use cases to provide their salesforce with ammunition to show their funds in a positive light versus competitors. Cory mentioned that Mutual Funds were only a small fraction of their business versus SMAs. Said it would be "HUGE" if we were able to provide SMA data.
Requested by Jeff Rosen at AAM $48,000
Requested by Jeff Rosen at AAM $48,000
Requested by Evan Schmidt for the 5th time - Dynasty Firm
Requested by Evan Schmidt for the 5th time - Dynasty Firm
Requested by Gregg Angelillo at NB - $63k
Gregg was asking about SMA data... said he continues to have more and more convos about SMAs.
Requested by Gregg Angelillo at NB - $63k
Gregg was asking about SMA data... said he continues to have more and more convos about SMAs.
Brian Colvert - Bonfire Financial - brian@bonfirefinancial.com - $4,800
Brian Colvert - Bonfire Financial - brian@bonfirefinancial.com - $4,800
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