The community offers access to around 200 financial advisers in the US, sourced from the adviser database of Escalent’s syndicated research arm, Cogent Syndicated.

Advisers within the community represent a variety of firms with assets under management of at least $50m and offer investment advice or planning services to individual investors.

Clients can use ‘The Advisor Exchange’ to access qualitative insights to inform product and service development, through research tools provided by C Space.

Linda York, a senior vice president in Escalent’s Cogent Syndicated division, said: “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.”