Meridian-IQ

Meridian-IQ offers a sales and marketing workflow engine and advanced database of registered investment advisors.

Meridian-IQ's next generation sales and marketing workflow engine now incorporates the deepest and most accurate advisor database, including deep data from S&P Capital IQ on Registered Investment Advisers (RIAs) and Broker-Dealers (BDs) from the directories formerly known as the 'Blue Book' and 'Red Book', which lever relationships spanning up to 25 years, in combination with cutting edge time management tools and business planning software.