Fintech Integration Marketplace

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Discovery Data

Discovery Data offers a consolidated view of the financial services and insurance industries, including 40,000 firms and over 2 million professionals, to assist your recruiting, sales and marketing efforts. The world’s largest, most successful and fastest growing asset managers, broker-dealers, clearing firms, insurance companies and service providers recognize our data and services as the preeminent solution and rely on it to understand the industry, and to identify, reach and do business with firms and professionals throughout North America.

Discovery Data
  • Data Hygiene
  • Data Feeds
  • CRM Integration
  • Marketing
Discovery Data

Companies that integrate with Discovery Data

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Tolerisk
Tolerisk
Tolerisk is cloud-based, fiduciary caliber risk tolerance assessment technology for financial planners and investment advisors.
Totum Risk
Totum Risk
Totum Risk is a multi dimensional risk tolerance questionnaire and toolkit that helps financial advisors understand how much risk their clients can comfortably take based on their life situation.

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Discovery Data

Get instant integration assistance

It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.