Registered Investment Advisors - DMXAdvisorNet

 

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Registered Investment Advisors - DMXAdvisorNet

Registered Investment Advisors

DMX AdvisorNet is an online database specifically developed for companies that sell and market products or services to Registered Investment Advisors (RIA). Typical client use includes marketing, sales, research and strategic planning.

DMX AdvisorNet provides instant access to the key RIA contacts for your sales and marketing efforts.

  • Unlimited online access to:
    • Over 24,000 Registered Investment Advisor firms
    • Over 60,000 Registered Investment Advisor contacts or principals
  • Flexible Selections
    • Geography (state, zip, SCF and zip radius)
    • CRD, firm, and contact name
    • Number of employees
    • Assets under management (type and amount)
  • MS-Excel, Access, and CRM compatible on-demand downloads
  • Online access to original SEC Form ADV
  • Quickview access to key contact data
  • No IT involvement necessary
  • Multi-sourced monthly updates
  • Print on-demand for user-defined lists

DMX AdvisorNet Integrated Solutions

DMX Direct is a full service direct marketing company. DMX provides customized and/or turnkey solutions for your individual projects and ongoing communication programs.

DMX AdvisorNet integrates seamlessly with DMX turnkey marketing solutions. Simply select segments based on your targets and define the communications channel and material, and DMX will do the rest. DMX becomes an extension of your sales and marketing staff.

  • Strategy and creative development
  • Communications campaign management
  • Customized fulfillment solutions
  • Printing (digital, offset and on-demand)
  • Full service lettershop
  • Outbound and inbound telemarketing services
  • Web site and email development
  • Custom research
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