Custom Options

Purchase downloadable spreadsheets of our data to customize it for your own use, license data for your own applications, or work with IN Research on custom-data driven solutions for your team.

Adviser Resources

Custom Data Cuts:

Not finding what you need in our databases? Work with the IN Research team to apply custom filters, cut through the noise and drill down to the most relevant data. For more Information, contact Ellen Brady at

Data Licensing:

Building your own tools? License years of IN’s practice management research to use in your own models, consulting and business planning. For more Information, contact Ellen Brady at

Custom Surveys:

Want to explore new territory? Work with IN Research to survey advisers on the latest industry trends and practices for actionable insights on emerging topics. For more Information, contact Devin McGinley at