For MPS, DFM, platform, regtech, and adviser-service teams that need cleaner target universes, firm and people context, CRM-ready exports, and timely change signals across adviser and intermediary firms.
FCA-regulated firms searchable
senior managers tracked
role changes monitored monthly
Use cases
Each workflow starts with a specific market question and turns the answer into a list, monitor, export, or client-ready brief.
Build target universes from classifications, direct-authorisation status, FCA permissions, customer type, location, employee or size proxies, SEC RAUM where available, and relationship context. Useful when a broad market feed still has to be cut down by hand before it can become a sales or CRM list.
Open a firm profile to review regulatory status, permissions, office and contact details, senior-manager roles, Companies House context, SEC footprint, relationships, and people history. Use the context to separate client-facing advisers from back-office or control-function contacts before outreach.
Save searches and watchlists for your target market, then use weekly email alerts to spot role changes, authorisation updates, permission changes, and AR or principal relationship movement. Replace stale static lists with change signals your team can act on.
Example searches
These are starter searches. Each can be narrowed by market, location, permission, role, firm type, or recent change.
FAQs
This is for teams selling into, through, or around adviser and intermediary firms: MPS and DFM providers, platforms, regtechs, adviser-service vendors, CRM teams, and distribution teams.
Hackford can help identify firms likely relevant to MPS or DFM distribution using classifications, permissions, relationships, people, and available evidence.
Yes. Hackford supports export and enrichment workflows for firm identity, classifications, regulatory context, relevant people, relationship data, and monitoring signals.
More solutions
Bring a target segment or regulatory question and Hackford can show the searches, lists, and exports that fit it.
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