Find, understand and act on your market.
Everything you can do once the data is consolidated: search across channels in one query, open a full profile, save and monitor an audience, and move it into your systems.
One query across every channel.
Insurance, BD/RR and RIA/IA share a single builder. Pull a license field from one channel and an AUM field from another into the same search — a dually-registered professional resolves once, not three times across three files.
- Lines of authority, carrier appointments, license status
- Exams held, registration history, firm employment
- AUM, client types, fee structures, custodians
The shape of the product.
Firm & professional profiles
Every professional and firm has a profile: registrations, offices, carriers, licenses, contactability and record history — unified across the channels they belong to.
Contactability
Emails, phones and mailing addresses per record, each tagged by source channel, so you know how reachable a list is before you commit to it.
Saved searches & watchlists
Keep useful criteria and organize the records you want to revisit. Ask about monitoring and update options for your account.
Exports & delivery
Choose the fields your team needs. Discuss recurring delivery, formats and account availability with our team.
API options
Discuss programmatic search, matching and enrichment requirements. Our team can confirm supported endpoints and access for your account.
MCP preview
Interested in connecting an AI assistant to AccuPoint? Discuss preview availability and your intended workflow with our team. Explore API options →
Walk your team through it live.
We'll build a real query on your channels and show the list that comes out the other side.