AccuPoint Solutions partners with fintech leader SFS to introduce TeamIQ—one of the most comprehensive solutions for Advisor Team data.

What TeamIQ Brings to the Industry:
Enhanced Advisor Intelligence – Provides visibility into Advisor teams & associations
Tracking & Mobility Insights – Monitors Advisors moving between teams & firms
Optimized Targeting – Identifies key decision-makers within Advisor teams
Comprehensive Data – Includes wirehouse team details, roles, social media links & more

Gary Weber, CEO of AccuPoint Solutions:
"TeamIQ helps firms identify and build relationships with the right individuals within an Advisor team—improving product promotion strategies."

Aaron Wong, SFS MARS Product Manager:
"This partnership integrates SFS's advanced sales intelligence with AccuPoint’s deep industry data, offering asset managers a powerful tool to drive growth."

TeamIQ delivers unmatched insights into Advisor teams, empowering firms to make data-driven decisions and strengthen industry relationships.