Interactive Dashboards

RIA Database provides custom, interactive dashboards on every event.

Visualize your events:

Data Standardization

Attendee Statistics

Channel Distinction

Engagement

Centralized Data Files

Features of our Interactive Dashboards

Attendance Statistics

Registrants, Participants, On-Demand, Returning Viewers, New Viewers, Clients vs. Prospects

Advisor Activity

Polls, Surveys, Questions & Document Tracking Statistics

Channel Distinction

Def ine your audience by channel: RIA, Broker/Dealer, Registered Rep, Bank and Other

RIA’s by Size

Sort the RIA Attendees by Assets Under Management

RIA’s Total AUM

View the total AUM of all registrants, as well as ETF Holdings.

Registrants by State

Sort the Registrants by Geography with Heat Map

Centeralized Data Files

Total Registrants and Participants with Custom Data Reports, all easily accessible to download from the Dashboard.

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