Monitoring& Alerts
Custom watchlists to track specific firms and monitor performance, filings, and key business changes. ADV change tracking across all historical filings with personal firm tracking for ranking changes.
Comprehensive Monitoring Suite. From simple watchlists to intelligent alerts, stay informed about the firms and metrics that matter most to your business.
Custom Watchlists
Create and manage custom watchlists to monitor specific firms and track their changes over time.
Filing Alerts
Get notified when firms in your watchlist file new ADV forms or make significant changes to their filings.
Performance Monitoring
Track key performance metrics for your watchlist firms and receive alerts when significant changes occur.
How Different Professionals Use Monitoring
Monitoring and alerts serve diverse business needs across the RIA industry.
M&A Advisors
Track potential acquisition targets and market changes
- Target firm monitoring
- Performance change alerts
- Market opportunity identification
Industry Providers
Monitor prospects and competitive landscape
- Prospect tracking
- Competitive intelligence alerts
- Market shift notifications
RIA Leaders
Stay informed about competitors and industry changes
- Competitive monitoring
- Industry trend alerts
- Strategic intelligence
Researchers
Automate data collection and change tracking
- Automated research updates
- Change detection alerts
- Data collection automation
Explore Related Features
Combine monitoring with other powerful capabilities for complete market intelligence.