Cantella & Co., a recruiting firm with over 60 years of experience serving the financial sector, switched from a competing product to Meridian-IQ in April.
Meridian-IQ has updated its popular map function. The new upgraded version of integrated map will immediately offer more speed.
We're pleased to announce that our strategic partner, WealthManagement.com, has agreed to offer its premium 2013 Advisor Trend Monitor Research Reports to Meridian-IQ clients at a 25% discount.
Ms. Murray says that the service helps her make the most of her recruiting efforts.
AIQ, Inc, providers of Meridian-IQ, the premier sales and marketing workflow engine incorporating the deepest and most accurate advisor database in combination with cutting edge time management tools and business planning software, today announced it has hired Steven Haines as Senior Account Executive. In his new role, Steven will be responsible for business development as well as client support initiatives for Meridian-IQ.
AIQ, Inc, providers of Meridian-IQ, the premier sales and marketing workflow engine incorporating the deepest and most accurate advisor database in combination with cutting edge time management tools and business planning software, today announced it has hired Steven Haines as Senior Account Executive. In his new role, Steven will be responsible for business development as well as client support initiatives for Meridian-IQ.
Meridian-IQ releases Cross-Channel Search enhancement, allowing users to search, view and work with dynamic target reports across RIA and RR channels at once.
Meridian-IQ is proud to announce that it signed its 400th client in less than three years since beginning operations.
Cross-Channel Searching allowing users to search, view and work with dynamic target reports across RIA and RR channels at once.
To help us better serve our growing client base, Meridian IQ brought on two new full-time Client Service Representatives to our service/support team.
Wealth Management's Megan Leonhardt used Meridian-IQ as a source for an article on older financial advisors.
Broker/Dealer "Channel" is now a downloadable field in Meridian-IQ RR.
In December, LaSalle St. Securities, LLC became Meridian-IQ's 370th client.
We are pleased to announce a strategic partnership with S&P® Capital IQ Research, which adds over 25 years of deep data on Registered Investment Advisors (RIAs) and Broker-Dealers (BDs) as released in their widely-distributed "Blue Book" and "Red Book" publications.
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