Power customer-centric business growth
Connect with the right investors and accelerate your business with investor behavioral data.
Speak to the team Watch a demoSolutions built to meet your needs
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Quality leads
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Shortened
sales cycles -
Efficient
capital raising -
Behavioral
segmentation -
Optimized outreach & engagement
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Higher
conversion rates
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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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.
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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
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.