6/23/24
- Enhanced & Updated Non-Advisor logic
- At the individual level, we now apply registration logic for both Broker Dealers (BD) and Dually Registered individuals- If an advisor is affiliated with a BD they need to have a series 6 or 7 to be considering a practicing advisor, otherwise they are considered a "Non-Advisor Individual."
- At the firm level, we have updated our Retail and Institutional logic. If a firm is only Institutional, we consider them as a "Non-Advisor Firm."
- At the firm level, a firm needs to have 48% of more of their assets in Individuals, HNW, or Retirement accounts, otherwise they are considered a "Non-Advisor Firm."
- UI refresh of the integrations page
- Number of Custodians filter: you can now specify the number of custodians a firm has
Company -> Custodian -> Number of Custodians

6/11/24
"Firm Insights" widget on the firm profile.
This is a combination of some of the ADV updates, as well as 5 new insights that we curate from the firm details (pulling from the ADV, keywords, etc.).
6/3/24
- "Investment Committee" filter
This filter can be used to narrow down your search to contacts we can confidently say are on the investment committee at their firms. - Additional Family Office Company filters
5/20/24
- People Moves Export
We have implemented the same modal window that comes up for the Advanced Search export and it will now export the entire list of People Moves. - Added Min/Max filters for BD Reps and Insurance licensed reps (coming from the ADV1)
Company -> Employees -> BD Reps/Insurance Licensed Reps - Bulk search on "Person Name"
You can now search on a contact's name in the bulk search - Nickname/ Abbreviated name search
You can now search on a nickname and variations of middle names, ie John R. Smith, John R smith, John Rory Smith.
5/6/24
Bulk search on "Email Domain"
You can now search on an email domain in the bulk search