Power customer-centric business growth

Connect with the right investors and accelerate your business with investor behavioral data.

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Solutions built to meet your needs

  • Quality leads icon
    Quality leads
  • Shortened sales cycles icon
    Shortened
    sales cycles
  • Efficient capital raising icon
    Efficient
    capital raising
  • Behavioral segmentation icon
    Behavioral
    segmentation
  • Optimized outreach & engagement icon
    Optimized outreach & engagement
  • Higher conversion rates icon
    Higher
    conversion rates

Get started with Investor Behavioral Intelligence

Our platform provides data and insights across financial advisors, institutional, and individual investors.

DATA INTEGRATION

Meet Soloist. Prioritize leads and optimize distribution

Enhance distribution and business intelligence efforts with predictive behavioral data and lead scoring. ​ Soloist is offered as a standard data feed (FTP) or API, Soloist can also be upgraded to include more investor segments and attributes.

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Meet Soloist
  • DATA INTEGRATION

    Advisor Traffic Tracker

    Improve your website identification rates by integrating with our proprietary advisor behavioral and lead data. This data subscription helps build a comprehensive view of your audience and strategically action high quality advisors spending time on your website.


    Firebird
  • ANALYTICS DASHBOARD

    Explorer

    A self-service investor analytics tool for asset managers interested in deriving insights from current and historical investor trends. Explorer is a web-based platform used both in-house and on the road by product and distribution strategy teams.

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    now
    Explorer

Customize solutions based on business needs and goals

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The TmxMoney advantage

For over 10 years, our clean, accessible, and secure data warehouse tracks investor behavior across TmxMoney’s digital ecosystem. We’ve turned engagements across financial advisor, institutional investor, and individual investor profiles into solutions and actionable insights for issuers.