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Rating:Vendor Adds Ibbotson to Client-base Not Rated 5.0 Email Routing List Email & Route  Print Print
Friday, May 23, 2003

Vendor Adds Ibbotson to Client-base

by: Ki Kim

Financial Information Group has recently licensed Discovery-RIA, the database and analytical tool geared for the intermediary market, to Ibbotson Associates. Discovery-RIA, a web application in use by some 42 major financial services firms, will provide Ibbotson with hundreds of key data on all of the nation's registered investment advisors for sales, marketing and customer relationship purposes.

"Increasing our ability to directly contact and target RIAs is consistent with our goal of providing the Registered Investment Adviser community with the tools needed to reduce risk and improve return for clients," said Matt Burki, director of Marketing at Ibbotson.

"We selected Discovery-RIA to better arm our sales force with the tools and information to target the RIA market. The Discovery interface is very user friendly and the data on RIAs is very deep and is updated regularly giving our sales force a greater level of efficiency for their outbound efforts."

The flagship product of the Financial Information Group has also been enhanced recently to include custodial platform data, according to Nicholas W. Stuller, managing director of the Financial Information Group. The firm also offers Discovery-FA (financial advisor) to mutual fund firms and broker-dealers, in addition to others. 

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