Ready to Talk?
Talk to a Representative
Ask about our products, pricing, implementation,
or anything else!

Discovery Data Launches Redesign Dramatically Improving Financial Services Industry Targeting

New York – August 20, 2015 – Ipreo, a leading financial services industry provider of data on firms and professionals, has redesigned and added functionality to Discovery Data to further assist clients with targeting the wealth advisor and asset manager marketplaces. The upgrade includes a simplified search screen layout and navigation and many filter additions to make building searches easier and faster.

Discovery Data search screens were reorganized to allow for a more fluid sequence of selecting filters. All common filters between search screens are now in the same place for easy locating and each search screen is divided into distinct sections so that it is clear as to where users will find the filter they need. Search screen sections encompass Location and Contact Information, Firm, Titles and Licenses, and Success and Experience.

“We have saved our clients valuable time with a more intuitive design, less clicks, added consistency and much faster processing,” stated Bob Herrmann, Managing Director of the Global Asset & Wealth Management division of Ipreo.

New search filters were added including Boutique and Traditional BD Type, Primary BD Type, Number of Reps in Branch, Former BD, Current RIA and RIA Advisory Services. The redesign also locked in place at the top of the screen selected search criteria and counts so users can track progress as they narrow their search and navigate the many filtering options.

“This was a major project for us, but we knew in the long run our users would benefit greatly from this update. We always want to make sure our clients spend as much of their time as possible generating business and the least amount of time in Discovery Data,” said Nina Bomba, Senior Product Analyst for Discovery Data.

For more information, contact 732-933-1899 or

About Ipreo

Ipreo is a global leader in providing market intelligence, data, and technology solutions to all participants in the global capital markets, including sell-side banks, publicly traded companies, and buy-side institutions. By combining state-of-the-art new issuance systems with the premier global financial and investor data, Ipreo enables our capital markets clients to execute deals more efficiently, maximizing time and resources. Our applications include end-to-end bookbuilding systems, roadshow & conference management platforms, and electronic document delivery. Additionally, Ipreo’s suite of investor prospecting and CRM solutions offers the most accurate and comprehensive institutional contacts data and profiles in the industry. Ipreo is the only financial services provider to offer solutions across all asset classes for the Equity, Fixed Income, Municipal, and Syndicated Loan markets. Ipreo is private-equity held by Blackstone and Goldman Sachs Merchant Banking Division, and has more than 800 employees supporting clients in every major financial center around the world. For more information, please go to

About Discovery Data

Discovery Data offers the only single view of the financial services industry with access to all BD and RIA firms, over 670,000 BD and RIA reps, 2,400 trust companies and 1.7 million insurance agents via a state-of-the-art online system, and includes comprehensive firm and professional profiles encompassing hundreds of fields of data, sophisticated search capabilities, and business intelligence capabilities to follow industry trends and mine key data. Additional services include a comprehensive data hygiene program, extensive data feeds for integration with any CRM or data warehouse, data-driven market insight and strategic guidance. Many of the world’s largest and most successful asset managers, wealth managers, clearing firms, insurance companies and service providers rely on Discovery’s data and services to understand the industry, and to identify, reach and do business with firms and professionals throughout the United States. For more information, please go to


Press Contacts:

  • For Ipreo
  • Kate McKay
  • Managing Director, Global Marketing & Communications
  • 212.849.5060


Back To Top