The Advisor Exchange™ offers opportunity to tap into database of 200+ advisors for real-time research through a curated collection of tools
Escalent, the award-winning data analytics and advisory firm, has introduced The Advisor Exchange™, an online insight community of financial advisors offering fast, flexible access to advisors for deeper qualitative insights, 24/7. Powered by Escalent’s advisor experts at Cogent Syndicated and community experts at C Space, the community connects clients directly with advisors, enabling clients to conduct real-time research and gather actionable findings to support business objectives while saving on time and costs.

“As we continue to navigate economic uncertainty, the need for real-time insights has grown immensely. The first-of-its-kind shared community offers a unique opportunity to tap the industry’s elite advisors for insights you can’t get anywhere else,” said Linda York, a senior vice president in Escalent’s Cogent Syndicated division. “This community is always on, giving clients the ability to engage with this coveted group of advisors on demand—whether connecting with the community episodically for fast feedback or for longer-term, strategic projects.”

“The time and financial commitment needed to develop, conduct and analyze a research study that yields reliable results can often hinder organizations from seeking out the insights they need to make business decisions,” said Laurie Bae, vice president and managing director of C Space Technology and Financial Services. “Our newly launched shared community eliminates the need to recruit participants or pay for endless vendors, licenses or platforms, allowing clients to implement research at speed in a cost-effective manner.”